Create/Manage Asset Types

Asset Types are the different assets that users from your organisation will inspect. For example; Vehicle, Plant, Racking or Machinery. Asset Types can have one or more Inspection Types against them. For example; for a Vehicle you may have a Daily Vehicle Inspection, a Monthly Maintenance Inspection and a Re-assignment Inspection.

Asset Types can be created or edited from the Asset section of the Settings page on the portal. (N.B. Only Wallet Administrators have access to the settings page.)

Select Asset Types, this will bring up a page displaying any Asset Types that you have already created. To edit an Asset Type simply click the edit button next to the Types, make your changes and click save.

To create a new Asset Type click Create Asset Type, this will load the create page. 

Give the Asset Type a name and then select which of the Asset Inspection Types are applicable from the dropdown and click Add. You can add as many Inspection Types as are relevant to this Asset Type. Next you can add Custom Fields to complete for this Asset type. E.g. Vehicle Registration, Serial Number, Model etc. Simply select the type of field; Text, Number or Select; and then click Add. This will open the create question window.

When creating a Number Field add a title, E.g. Serial Number, then select whether this question is mandatory by ticking the check box. You can also choose to add a description, a minimum value, a maximum value and a maximum number of decimal places. Once you are finished click Save.

When creating a Text Field add a title, E.g. Registration, then select whether this question is mandatory by ticking the check box. You can also choose to add a description, a minimum length and a maximum length. Once you are finished click Save.

When creating a Select Field add a title, E.g. Model, then select whether this question is mandatory by ticking the check box. Add you selectable options by typing them in the Available options field and click add. You can also choose to add a description, a minimum options required and a maximum options allowed. Once you are finished click Save. 

After you have added any custom fields click Save Asset Type.