Asset Types

Topics in this section:

• What asset type information is shown on this page?
• What is an asset type?
• What are System asset types?
• What are Custom asset types?
• Adding an asset type*
• Editing an asset type*
• Deleting an asset type*
• Restoring an asset type*
• Using filters to search for Asset Types

* An application user must have a user role with View/Modify permission to the Resources feature to add, edit, delete, or restore an asset type.

What asset type information is shown on this page?

• Asset Type - Displays the name of asset type.
• Status - Displays the status of the asset type.
  Active - The asset type is active. It can be assigned when adding or editing assets.
  Deleted - The asset type has been deleted. It cannot be assigned when adding or editing assets.

What is an asset type?

An asset type is any category of equipment owned or operated by your organization, but especially those types of equipment that require routine maintenance and servicing.

There are two classes of asset types:

• System asset types
• Custom asset types

What are System asset types?

System asset types are the default asset types that exist for every Organization.

These are:

System asset types cannot be modified or deleted. If your organization requires more specific classes of assets, create a custom asset type.

What are Custom asset types?

A custom asset type is one that is created by the organization.

Adding an asset type*

To add a new custom asset type to the organization:

1. Click the new button . This displays the Asset Type Detail page.
2. Enter a name for the asset type.
3. Click the Save button to save changes and return to the Asset Types list page.

Points to remember when adding a new asset type:

• The asset type name must be unique within an organization. Uniqueness checking is case insensitive and includes both deleted and non-deleted records.
• The mobile application supports creation of driver vehicle inspection reports for system asset types only. Use the Inspection Reports web page to enter a new DVIR for custom asset types.

Editing an asset type*

To edit the name of a custom asset type already existing in the organization:

1. Locate the row in the table containing the asset type you wish to edit.
2. Click the Asset Type name link. This displays the Asset Type Detail page.
3. Change the name of the asset type.
4. Click the Save button to save your changes and return to the Asset Types list page.

Points to remember when editing an asset type:

• System asset types cannot be edited.

Deleting an asset type*

Custom asset types may be deleted from the Asset Types list page (one or more asset types at a time) or from the Asset Type Detail page (one asset type at a time).

To delete an individual custom asset type from the Asset Types list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active custom asset type you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected asset type.
5. If confirmed, this deletes the selected asset type.

To delete multiple custom asset types from the Asset Types list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active custom asset type(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list.
5. A pop-up will display asking for confirmation to delete the selected asset type(s).
6. If confirmed, this deletes the selected asset type(s).

To delete an asset group from the Asset Type Detail page:

1. Click the Asset Type name link to display the detail page.
2. After the Asset Type Detail page is displayed, click the Delete button.

Points to remember when deleting an asset type:

• System asset types cannot be deleted.

Restoring an asset type*

Custom asset types may be restored from the Asset Types list page (one or more asset types at a time) or from the Asset Type Detail page (one asset type at a time).

To restore an individual custom asset type from the Asset Types list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active asset types or show only deleted asset types.
2. Locate the row containing the asset type you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected asset type.
5. If confirmed, this restores the selected asset type.

To restore multiple custom asset types from the Asset Types list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active asset types or show only deleted asset types.
2. Locate the row(s) containing the asset type(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  to the right of the row.
5. A pop-up will display asking for confirmation to restore the selected asset type(s).
6. If confirmed, this restores the selected asset type(s).

To restore an asset group from the Asset Type Detail page:

1. Click the Asset Type name link to display the detail page.
2. After the Asset Type Detail page is displayed, click the Restore button.

Using filters to search for asset types

The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

The following page-specific filter options are provided:

• Filter By text - Include only the asset types for whom a particular attribute begins with the text you specify.

  To apply this filter:

  1. Select Asset Type from the drop-down list.
  2. Enter the desired text into the box.

  To clear this filter:

  1. Select Clear All  at the top corner of filter option.
• Asset Types Status- include active and/or deleted asset types.
  
  • To include only active asset types, click Show Active (selected by default).
  • To include only deleted asset types, click Show Deleted.
  • To include both active and deleted asset types, click Show All.

Customizing the list display

1. Click the more button , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.