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Creating a group of Assets

Assets are the items within each space in your buildings and sites. They range from boilers to sprinklers to computers and fire alarms.

To add a new asset to your site, select  Asset Register from the Home Screen.

Creating a group of assets makes it much easier to manage than many individual assets of the same appliance.

Click ‘Add’ to open up a dialogue box where you can enter information relative to that asset.

When you choose to add a new asset, the following screen will then appear.

General Information:

Enter the asset’s information in the designated boxes. You will be able to categorise the assets in groups, such as fire alarms, ladders, boilers.

Location:

Location information can be entered to assign the group of assets a specific site or building.

Custom Fields:

The box titled as ‘Cycle’ is for how often the maintenance on that group of assets should be carried out and also the cost. These fields can be custom managed in the Preferences>Assets section.

Defaults:

If you wish to add an automatic job request which can remind your teams that they need to be checked on these dates. Click ‘Add’ to open up an automatic job request for cyclical maintenance and works. Staff members can be assigned to the asset as well as marking it as a compliance-related asset by ticking the box.

Purchase and Guarantee dates can be populated as well as cost, current value and estimated life of the asset.

To add a photo to the asset, copy an image and paste into the blank field. A date can also be entered along with any notes.

Once the information has been populated you can click 'Save' to add these assets to the system.

Asset Maintenance Tab:

This tab allows you to view and manage all asset maintenance records associated with this group of assets.

Documents Tab:

Store any documents related to this type of asset in the documents tab. These can be accessed easily when needed.