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Create Asset Types

Learn how to define your own asset types to define and distinguish the physical objects to better analyse the kinds of assets you manage

Updated over a week ago

Asset types allow you to quickly classify and manage various types of assets that your business uses. Creating asset types is an important first step when you set up a new asset system or update an existing system.

Defining Asset Types

Creating asset types involves determining properties for various asset types, classifying assets according to these properties, and deciding which properties are best used to classify the assets.

By creating and classifying asset types according to their individual properties, you can quickly and easily organize and manage parent assets and their child assets within a company.

Assets could be buildings, apartments or office spaces looked after by a real estate management company or a small business plumbing service who needs to keep a regular check on the critical fittings for hot water plumbing or gas plumbing used in its customer locations.

It is important to remember that to create an asset, you need to know the asset type first.

The association between an asset and its asset type is important to reflect the hierarchical relationships the assets have in real life scenarios.

The following steps outline the basic process of creating asset types:

STEP 1 Go to Settings from the Assets workspace.

You will see the Types tab page where all your asset types are available.

These asset types can be comprised into parent and child asset types.

STEP 2 To create an asset type, click +Add type.

STEP 3 Enter the details for the asset type and click SAVE to complete the asset type creation.

The new asset type is now available as shown below:

It is ready for you to categorise your assets within it as discussed further down in this article.

Creating a Child Asset Type

When you have assets that form a separate category but they can be grouped under an existing asset type, you can create them as chid asset type.

The steps are the same as above but this time you will have to click on the Child types as shown below:

Each time you add a child asset, the counter will be updated as highlighted below:

Once the asset types are set up, you will be able to create assets and categorise them under the available asset types.

In the asset creation process, the asset types will now be available in the dropdown as shown below:

Using Asset Types across the Asset workspace

It is interesting to see how the suite of asset types can be used to organize your view of the assets in the Assets workspace.

Filtering assets with Quickviews

In the List view of the Assets workspace, select the Type filter as shown below:

You will be able to scroll through all the assets that are currently available in your landscape. The Type filter displays a hierarchical view of your assets so you can see a snapshot of the parent-child asset relationship.

Select the assets you wish to quickly access on a daily basis and save the filtered view as a Quickview.

To learn more about Quickviews, see the article Use Quickviews to Personalise your Views.

Exporting assets based on their asset types

If you need to export a specific suite of assets into CSV, Excel and PDF, then use the Asset Types to select those assets and render them in the exported document.

To learn more about the exporting option, see the article Exporting Entities into Documents.

Next up, to learn how to create assets of specific asset types based on your customer's physical infrastructure / landscape, see the article Create an Asset.

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