Assets Overview

Asset Record

An asset record is organized into three primary sections:

• Asset Properties: Contains key details about the asset, such as type, location, status, and custom fields.

• Mini-Map Widget: Displays the asset's geographic location on an interactive map for spatial context and navigation.

• Event Grid: Lists all associated events, inspections, and activities linked to the asset.

Asset Properties

Each asset includes standard and custom fields. The custom properties that you see on a per asset class basis will change. For example, the properties visible for a valve will differ from the visible properties of a pipe. Despite these differences, your interaction with the properties will remain the same.

Key standard fields include:

• Name: Unique identifier or descriptive title.

• Life Cycle: Status, such as Active, Proposed, or Retired

• Owned By: Department or responsible party

Field Types

Properties can be configured with the following field types

• Text Field

  • Purpose: Allows free-form text entry.

  • Additional Information:

    • Can be limited by character count.

    • Can include placeholder text (example: "Enter your name").

    • Validation: Email format, required field, and similar validation methods

• Number Field

  • Purpose: Accepts numeric values only.

  • Additional Information:

    • Supports min/max value settings.

    • Data Masking: Only allows digits, decimal points, or currency formats.

    • Often used for phone numbers, prices, and quantities

• Dropdown (Select Box)

  • Purpose: Allows users to choose one option from a predefined list.

  • Additional Information:

    • Useful for controlled vocabulary (example: Maintained By, Life Cycle).

    • May support dynamic loading of options based on previous field selections (dependent fields).

    • Example: Type and Sub Type dropdowns in Work Management

• Checkbox

  • Purpose: Enables selection of one or more independent options.

  • Additional Information:

    • Often used in permission settings, asset flags, and condition assessments.

    • Can be grouped or used individually.

• Date Picker

  • Purpose: Enables the user to select a date from a calendar view.

  • Additional Information

    • Can include time selection

View History

1. Sign In to Asset Management

2. Click the Asset tab, if necessary
   

3. Search for an Asset or Event
   

   Note:

   The % sign can be used for any unknown variable. Three % in a row will pull a list of all Assets or Events.

4. Click the view history code
   

5. View the Asset or Event history