Create an Asset

To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal.

You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu.

The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares.

Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator.

Critical items are proritized and show seperately on the Assets Module Summary.

An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation.

KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status.

The remaining three checkbox options all relate to asset status alert preferences.

The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to all users assigned to the asset[MO1]  when the task status changes from past due (red) to current/up to date (green).

The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow).

The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red).

Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.  Once an asset type has been created, you can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities. 

Asset Types allows your organization to add customizable fields unique to individual assets. WIKILINK HOW TO: CREATE A NEW ASSET TYPE

Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page.

After an asset is created, it will appear in the Manage Asset Table where it can be managed.