- Using SafetyCulture
- Assets
- Manage asset types and fields
Manage asset types and fields
Set up your asset types and fields to capture each piece of information for your assets.
What are asset types?
Asset types define the information structure of each asset in your organization. Each asset type has default fields that capture details, such as the unique ID for each asset. You can create custom fields to record additional details for each asset type. For example, an asset type for vehicles might have fields for the model, VIN, make, license plate, and more.
Names for asset types and fields must be unique.
Asset fields
Each asset type consists of fields that define the information you want to capture, divided into summary fields and detail fields. By default, each asset type comes with the "Unique ID", "Site", and "Name" fields.
Summary fields
Summary fields are important identifiers for each asset and are displayed in most views. They're the key information that you see when selecting assets from dropdown menus.
Detail fields
Detail fields provide additional context for each asset, such as an address, serial number, and more. They're the information you can see when viewing asset profiles.
Currency values are displayed with up to two decimal points, except for currencies following a zero-decimal or three-decimal standard.
Create an asset type
Select
Assets from the menu on the left-hand side.Click
Settings on the upper-right of the page.Click
Create type on the upper-right of the page.In the pop-up window, enter the name of the type and click Create.
On this page, you can customize the fields to capture what you need for assets of this type.
Create a field: Click
Create a new field on the lower-right. In the pop-up window, enter the name of the field and select the format. Then, click Create field.Add an existing field: Click
on a field's right-hand side, or drag a field to the left-hand side.Remove a field: Click
on a field's right-hand side, or drag a field to the right-hand side.Reorder detail fields: Click
and then drop the field above or below another field on the left-hand side. Arrange these based on importance or preference to reorder the detail fields in the asset's profile.
Changes are saved automatically.
Edit an asset type
Select
Assets from the menu on the left-hand side.Click
Settings on the upper-right of the page.Find and click the asset type you want to edit.
On this page, you can rename the asset type or customize the fields to capture what you need for assets of this type.
Rename type: Click
next to the asset type.Create a field: Click
Create a new field on the lower-right. In the pop-up window, enter the name of the field and select the format. Then, click Create field.Add an existing field: Click
on a field's right-hand side, or drag a field to the left-hand side.Remove a field: Click
on a field's right-hand side, or drag a field to the right-hand side.Rename a field: Click
on a field's right-hand side and select Rename field. If the field is already added to the type, remove it to rename the field, then re-add it to the type.Reorder detail fields: Click a detail field and then drag and drop it above or below another field on the left-hand side. Arrange these based on importance or preference to reorder the detail fields in the asset's profile.
Changes are saved automatically.
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