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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.

Take note

  • 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.

An example of summary fields in an asset profile.

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.

An example of detail fields in an asset profile.

Create an asset type

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click Settings iconSettings on the upper-right of the page.

  4. Click Plus iconCreate type on the upper-right of the page.

  5. In the pop-up window, enter the name of the type and click Create.

  6. On this page, you can customize the fields to capture what you need for assets of this type.

    • Create a field: Click Plus iconCreate 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 image on a field's right-hand side.

    • Remove a field: Click image on a field's right-hand side.

  7. Changes are saved automatically.

Edit an asset type

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click Settings iconSettings on the upper-right of the page.

  4. Find and click the asset type you want to edit.

  5. 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 image next to the asset type.

    • Create a field: Click Plus iconCreate 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 image on a field's right-hand side.

    • Remove a field: Click image on a field's right-hand side.

    • Rename a field: Click image on a field's right-hand side and select Edit iconRename field. If the field is already added to the type, remove it to rename the field, then re-add it to the type.

  6. Changes are saved automatically.

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