Create and edit assets

Use this workflow whenever a new item enters service or existing asset data changes.

Create a new asset

1. Open Assets.
2. Select the module the asset belongs to.
3. Select Add asset.
4. Fill required fields:
   • Display name
   • Lifecycle status
   • Module-specific required fields
5. Fill recommended fields:
   • Asset code
   • Location
   • Last inspected date
6. Select Save.

Edit an existing asset

1. Open the asset row.
2. Select Edit.
3. Update changed values only.
4. Save.

Archive vs delete

• Archive: keeps history and hides from normal list views.
• Delete: removes the active record from normal operations.

Use archive for normal lifecycle transitions. Use delete only when the record should not remain active.

Tips for better data quality

• Keep naming format consistent across sites.
• Always set location for field teams.
• Keep asset code unique inside the module.
• Use comments/notes only for context that belongs to the asset itself.