Asset Types

Creating an Asset Type

Prerequisites:

  1. You have set up a checklist.


Step 1:

To create your first Asset Type, you can click on the "Asset Types" navigation bar item, found on the left beneath the "Job Types" navigation bar item.

This will take you to the following screen.

To begin, click on the + Asset Type button located at the top right-hand corner of the screen.

Assetpool Create Asset Type

Step 2:

Fill in all the Asset Type details.

Assetpool Asset Type Details Assetpool Asset Type Details

Enter a name for your Asset Type and select a Risk Level from the drop-down list.

Assetpool Asset Type Risk Level

Select the checklists applicable to the Asset Type.

Assetpool Asset Type Checklists

Enforce checklists to be used in the order you have selected them if you wish to.

Complete the Custom Field details.

Assetpool Asset Type Custom Fields

Select an Asset Group from the drop-down list provided.

Assetpool Asset Group

Step 3:

Once you have completed all Asset Type details, simply click the ✓ Create Asset Type button to save the Asset Type.

Assetpool Create Asset Type

A list of all the Asset Types created will appear on the "Asset Types" screen as seen below.

Assetpool Asset Types Screen

You have now successfully created an Asset Type!