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home/Knowledge Base/ASSET MAINTENANCE MODULE/Assets – Adding New
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Assets – Adding New

November 12, 2020

Adding a new Asset:

STEP BY STEP:

  • To add a New Asset – Go to ASSET MAINTENANCE on the side menu.
  • Expand the Menu and click on Assets.
  • Above the Search Filters – Click on ADD NEW ASSET button.

  • Add your own Asset ID (This was purposely not automated as many clients like to structure their numbers to their needs).
  • Title – Add a descriptive Asset Title.
  • Select the Manufacturer from the drop down list – NOTE:  If a specific manufacturer is not there, they will need to be added in the Asset Admin area.
  • Model and Serial Number, these are optional as some assets for example Ladders may not have numbers.
  • Select your SITE, DEPARTMENT AND LOCATION.  Use these mainly for the location of the asset and who is responsible for it.
  • Select the Asset Type – IE:  Forklift – Electric.  NOTE:  If a specific Type is not there, they will need to be added in the Asset Admin area.
  • Select the General Condition of the Asset – this is the overall current condition.
  • Select the Maintenance Service Type IE:  Visual Inspection, Test and Tag, Mechanical Inspection.
  • Enter the Maintenance Frequency of Services in Month (How often is the inspection / service required).
  • Enter the Services Start Date.  This is CRITICAL the date entered will be the trigger for Maintenance Services.
  • Enter any additional comments.
  • Upload images of the asset.
  • Click SAVE.

Related Articles
  • Schedule – Asset Maintenance
  • Reporting
  • Service Record – Archive
  • Service Record – New
  • View Assets and Records
  • General Condition – New and Edit
ASSET MAINTENANCE MODULE
  • Assets – Adding New
  • Schedule – Asset Maintenance
  • Reporting
  • Service Record – Archive
  • Service Record – New
  • View Assets and Records
View All 16  
KB Categories
  • ASSET MAINTENANCE MODULE
  • SYSTEM SETUP
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Categories
  • ASSET MAINTENANCE MODULE
  • SYSTEM SETUP
  • CONTRACTOR MODULE
  • LEARNING MODULE
  • SAFETY MODULE
  • ACCOUNT & BILLING
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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee