Setup Assets
In your web account, click on
Assets in the Left Pane menu.
Click on + to add a new
Asset manually. See
Asset Fields.
You can also
import Assets. In the Assets view, click on the 3-dot menu and select Import. Select and upload an Excel XLSX or CSV file from your local drive.
Next Step:
Upload Documents
Import Assets spreadsheet format
id: (optional) this is a unique internal identifier of the Asset. If not present, the system automatically generates an identifier and creates a new Asset. If present, the Asset with this id gets updated.
Name: the Asset ID. An alphanumerical unique identifier of the Asset in your own system.
Model: text field for the model name or number.
Location: text field for the detailed situation of the Asset within a Site.
Geo: Geo-Coordinates encoded as 'latitude, longitude'.
SiteManager: User with the Site Manager Role for the Asset
MechaManager: User with the Mechanical Supervisor Role for the Asset
ElecManager: User with the Electrical Supervisor Role for the Asset
Custom Fields: one column for each custom field. The header name of the column is the Label of the asset custom field as defined in the
Options menu.
See
Asset Fields
