Assetas support
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Assetas support
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Assetas support

Assets

In Assetas, an "asset" represents a part or component, equipment assembly, facility, or hierarchy node.  An asset can exist at any level and is required to capture relevant data, such as work orders, documents (SOPs, manufacturer certificate), and maintenance plans.

Search for an asset | Add a new asset | Add attributes | Add associated records | Add telemetry tagsManage assetsRelated topics

 
  1. Expand "Assets" on the sidebar navigation.

  2. Select one of the list options:

    • "My Favorites" will display the list of assets that you indicated as your favorites.

    • "Active" will display the list of assets with a status of Active.

    • "Search" will display the full list of every asset in the system.

Search for an asset

Tips for searching

  • Expand the "Data Filters" section to limit the results based on specific fields. Select "Refresh List" to load an updated list; alternatively, select "Reset" to clear all of the filters.

  • Select column headers to sort by column, alphabetically.

  1. Expand the "Assets" menu on the sidebar navigation. 

  2. Select "New" to add an asset.

  3. Select the type of asset that you are creating.

  4. Populate the fields.  Data fields with an asterisk (*) are required.

  5. Select "Save" upon completion.

Add a new asset

For instructions on how to bulk load assets, see Asset Import

 
Basic Information
  • Choose a name that is unique throughout your company.  The asset name is referenced in asset dropdown menus, which are sorted numerically and then alphabetically. 

  • Some of the fields above (like the service dates) may not appear for every asset type. These are controlled at the Asset Type level in the Configuration menu under Lists & Types. This also applies to the following sections, like Coordinates and Address.

  • After entering and saving a Tracking Code, the barcode generator tool will become available to Asset Administrators to generate varying formats.

Populate the following fields:

  • Name*: Enter the asset name.   

  • Alternate Name: Enter an alternative identifying name.

  • Status*: Defaulted to Active. You may change the status when assets are no longer actively managed.

  • Model: Select the asset's make and model combination. This field will appear only if manufacturers and models are loaded for this asset type.

  • Serial Number: Enter the asset's serial number (if known).

  • Tracking Code: Enter the asset's tracking code (if known). Assetas will display a QR Code specific to this asset which encodes the tracking code information. If no tracking code is provided, the system will display a QR Code directing the user to the record’s URL.   

  • In-Service Date: Enter the date the asset was placed into service.

  • Retired Date: Enter the date the asset was taken out of service, if applicable.

  • Description: Enter a text description of the asset.  

  • Tags: Enter keywords to quickly describe the asset.  Tags are included in search results. To enter multiple tags, press the Enter key after each tag.  

  • Comments: Enter your comments or notes for the asset.  Comments are intended for your internal use.

Photo

​Upload a photo of the asset.  This can be used for identification and verification.

  • Upload the photo: Choose the image to upload.  

Address

Optionally, enter the address of the asset.

  • Type: Select the address type, such as physical or mailing. 

  • Street Line 1: Enter the street number and name as registered with the post office.

  • Street Line 2: Optionally, enter the second line of the street address.

  • City: Enter the city name.

  • State: Select the state from the drop-down list.

  • Postal Code: Enter the postal code.

  • County: Select the county.

  • Country: Defaulted to the United States of America.

Coordinates

Optionally, enter the GPS coordinates of the asset.  GPS coordinates are helpful for driving directions to a remote location or new developments where the street names may not be available yet.

  • Type: Select the type of location data, such as front or center.

  • Geocode:  Toggle this option to automatically calculate the location data based on the address entered.

  • Latitude: Enter the latitude.

  • Longitude: Enter the longitude.

Find GPS coordinates using Google Maps.  While viewing a Google Map of the desired location, click once to create a location pin drop and click a second time to convert the pin drop to display the coordinate data.

Select Save to add the new asset.

Attributes are custom fields to capture additional data points, such as operating parameters, physical characteristics, or operational guidance.

  1. Locate the asset record and select the View/Edit button for the desired asset.

  2. Select the "Edit" button in the Attributes section.

  3. Populate the fields.  Data fields with an asterisk (*) are required.

  4. Select "Save" upon completion.

Add attributes

For asset attributes that are a Date, Time, or Date Time data type, double clicking (or double tapping if on a phone or tablet) the calendar or clock icons to the right of the question will auto-fill the data to the current date and/or time.

 

Associations allow you to link records in various combinations to capture relationships.  ​

  1. Locate the asset record and select the View/Edit button for the desired asset.​

  2. Select the "Add" button in the desired Associated records section.

  3. Populate the fields.  Data fields with an asterisk (*) are required.

  4. Select "Save" upon completion.

Add associated assets, contacts, or documents

Associations can be created with other assets, contacts or documents.  Associations can be created at either the parent or child record. Here are common uses of association records.

  1. Associated assets capture the varying ways assets are related to each other, such as how product flows from one point to another or operational relationships, such as meters, drivers, and control devices. 

  2. Associated contacts track who is responsible for the asset in various roles, such as facility foreman, technicians, and maintenance vendors.

  3. Associated documents capture operational or regulatory documents such as permits, maintenance plans, and photos.

 
Add telemetry tags
Telemetry tags allow you to link telemetric data to an asset record. By setting a telemetry tag, you may import telemetric data automatically through a Scheduled Job, or manually via a Data Import
  1. Locate the asset record and select the View/Edit button for the desired asset.

  2. Select the "Add" button in the Telemetry Tag section.

  3. Populate the fields.  Data fields with an asterisk (*) are required.

  4. Select "Save" upon completion.

Create New Telemetry Tag

Populate the following fields:

  • Tag: Enter a tag name that is unique to the asset and the type of telemetry being captured (e.g., ElmWell01.DailyGasVolume).

  • Telemetry Type:  Choose the appropriate type of data being captured.

  • Unit of Measure:  Choose the corresponding unit for measuring the telemetry data.

  • Time Zone:  Choose the appropriate time zone that will be used for dates of all reported telemetry.

  • Comments:  Enter your comments or notes for the asset.  Comments are intended for your internal use.

To view all existing telemetry, select the 'temperature' icon to the left of the 'Add' button in the Telemetry Tag section. ​This will open a new window of recent telemetry for this asset, including all telemetry associated with a telemetry tag and without a telemetry tag. To view telemetry for individual telemetry tags, select the icon in the Actions menu to the right of the telemetry tag.

 
  1. Expand "Assets" on the sidebar navigation.

  2. Select one of the list options:

    • "My Favorites" will display the list of assets that you indicated as your favorites.

    • "Active" will display the list of assets with a status of Active.

    • "Search" will display the full list of every asset.

  3. To the right of each record, under the Actions menu, you may:

  • ​View detailed information or edit the asset

  • Indicate record as a favorite

  • Open the asset in the explorer view to visualize associations

  • Copy this asset as a new asset

  • Delete this asset and all associated data

Manage assets