Asset Types

The Asset Types feature helps you classify similar assets into a common category. Grouping assets by type makes it easier to organize equipment, standardize information, and simplify asset management across your organization.

Typical examples include:

• Conveyor Belts
• HVAC Systems
• Pumps
• Motors
• Generators
• Transformers

Once an asset type is created, multiple assets can be assigned to it, ensuring consistent classification and easier management.

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Create an Asset Type

Follow these steps to create a new asset type:

1. Navigate to Admin from the top navigation bar.
2. In the left sidebar, under the Assets section, click Asset Types.
3. Click New Asset Type in the top-right corner.
4. Enter the required information:
   • Asset Type Name (e.g., Server, Motor, Control Panel, Conveyor Belt)
5. Click Save to create the asset type.

Asset Types

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Why Use Asset Types?

Using Asset Types helps you:

• Group similar assets under a common category.
• Standardize asset classification across the organization.
• Simplify asset creation and management.
• Improve asset organization and reporting.
• Maintain consistency when managing large numbers of assets.

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Best Practices

For effective asset organization:

• Use clear and meaningful asset type names.
• Avoid creating duplicate asset types for the same equipment category.
• Follow a consistent naming convention across your organization.
• Create asset types before adding new assets.
• Review and update asset types periodically as new equipment categories are introduced.