How to use the Assets Explorer?

The Assets Explorer allows you to get an overview of the asset, without viewing several lists.

In addition to the descriptive information, when you select the asset in the Assets Explorer, you can view the work information created for that asset: the number of requests, preventive maintenances and work orders.

The Assets Explorer is available in Assets | Assets Explorer.

The Assets Explorer is only accessible to the Administrator role.

View the asset structure

In the Assets Explorer, you can see the assets structure by company:

• The first level shows the assets without a parent asset;

• When there are child assets, you can expand the asset to see its information.

When you click on a card, a side panel opens with the detailed information of the last 10 requests, preventive maintenances and work orders.

Create assets

You can create equipment or locations from the Assets Explorer. To create an asset, follow these steps:

1. Go to Assets | Assets Explorer;

2. In the tree, next to the name of the desired asset, click on the three vertical dots button and select Add Location or Add Equipment;

3. In the modal that opens, fill in the asset details:

   • Location or Equipment (required);

   • Description (required);

   • Keyword;

   • Parent Location or Parent Equipment;

   • Characterization, Operation Details, Spare Parts, Characteristics, Remarks and Custom Attributes sections, in locations and equipment;

   • Address section, in locations;

   • Purchase and Warranty sections, in equipment;

   • If desired, add attachments and/or a photo of the equipment or location;

4. Click on:

   • Save and Return, to save the asset;

   • Cancel, to exit without saving.

The selected asset defines what the new asset inherits:

• If it is a location, the new asset inherits that location;

• If it is equipment, the new equipment inherits that equipment as its parent equipment.