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Create an Asset

Add new assets or equipment to the asset hierarchy.

Eve avatar
Written by Eve
Updated yesterday

Before adding your first asset, you must first create a site; the location where the asset will initially reside. When onboarding in Maintainly, you can create your first site on the fly, when creating your first asset (if you are an administrator user).

To create an asset:

  1. Navigate to Assets;

  2. For a top-level asset, click New asset.

  3. For a sub-asset (child of another asset), expand the asset hierarchy using the + icon to find the parent of the asset you wish to add a child to (per the expanded hierarchy example shown below);

  4. Click the three-dot menu to the right of the parent asset;

  5. Click Add child asset;

  6. Give the asset a name that will distinguish it from other assets. That may require adding additional context (eg. for a vehicle, you might also include the manufacturer, model and registration or license plate, even though that data is also used in other fields);

  7. If the Parent is not already selected, click Select and choose the asset's parent in the hierarchy;

  8. Nominate the Type of asset (a broad category that similar assets will fit into, eg. building, office, HVAC, towers, cranes, light vehicle, truck, etc.)

  9. Follow the prompts to complete the other, if desired;

  10. Click Save.

After adding the asset, consider adding customer field data, metrics and automations to drive preventative maintenance.

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