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Creating an Asset

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Written by Jason Joel
Updated over 4 months ago

When creating an asset, you fill in the following details:

  • Asset Name: The unique name or identifier for the asset.

  • Asset Description: A brief summary of the asset’s function, type, or important features.

  • Location: Where the asset is physically located, helping teams find it quickly for maintenance or inspection.

  • Attach Media: Option to add images or other media to visually document the asset.

  • Attach Files: Upload supporting documents like manuals, maintenance logs, or warranties.

  • Responsible Users: Assign individuals who are in charge of the asset’s care or operation.

  • Responsible Team: Select the team primarily responsible for the asset.

  • Contract Name: If the asset is under a service contract, enter the contract’s name for easy reference.

  • Contract End Date: Specify when the contract expires to keep track of service obligations and renewals.

  • Category: Choose a category to group similar assets for better organization and reporting.

  • Serial Number: Enter the asset’s serial number to uniquely identify it, especially for warranty or service tracking.

  • Model: Provide the model name or number for detailed identification.

  • Manufacturer: Record who made the asset, useful for sourcing parts or support.

  • Year: Specify the year of manufacturing or installation.

Recording all this information provides a complete profile for each asset, making it easy to manage maintenance schedules, track asset history, support audits, and ensure optimal usage across your organization.

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