Add Your First Asset

Creating an asset

An asset is anything you maintain. Open Assets, New asset, or scan a QR code on unregistered equipment to create it. Required fields are Name (consistent across similar assets), Type or category (drives PM templates and benchmarking), Facility or zone, and Status (operational, degraded, down, decommissioned). Recommended fields include manufacturer, model, serial, install date, criticality, and replacement cost.

Why criticality matters

If you fill in only one optional field, choose criticality, a 1 to 5 score that cascades into PM scheduling, alert routing, the capital planner, and risk dashboards. Use 5 for a single point of failure costing real downtime, 4 for important with redundancy, 3 for standard equipment, 2 for auxiliary, and 1 for cosmetic or low-impact.

Documents, QR codes, and hierarchies

Upload manuals, drawings, warranties, and inspection reports under Documents; the AI assistant can then read them. Every asset gets a unique QR code, printable via Asset detail, Print label, so technicians can scan to pull records or log work. Model large assets as parent and child components when they have their own PM schedules or failure rates, but limit nesting to about three levels. Bulk-import via Settings, Import with a guided column mapper that de-duplicates by serial. Decommission rather than delete to preserve history.