Asset Types

Topics in this section:

• 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*

* 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 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 Create New Type 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 one or more custom asset types from the Asset Types list:

1. Make sure the Display Deleted checkbox is NOT checked so that only non-deleted asset types show in the table.
2. Locate the row(s) containing the asset type(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the Delete button. This deletes all the asset types that you have selected.

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 one or more custom asset types from the Asset Types list:

1. Check the Display Deleted checkbox to show the table with both deleted and non-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. This restores all asset types that you have selected.

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.