Search, edit and delete assets

Use this article to find assets, update their details and readings, and remove assets that are no longer needed.

Search for an asset

Use the asset list to search and filter assets at a location.

1. Open the location and select Structures → Assets.
2. Use the search box to narrow the list, or select Filters and choose one or more filters: Location, Asset Type, Compliance, System link, Has open recommendations or Has open cases.
3. To filter by a recorded value, first select an Asset Type under Filters. Then choose Parameter, followed by an Exact value or a product.
4. Select a column heading to sort the list.

The default columns are Photo, Number, Name, Location, Created and Updated. Use Columns to show or hide Photo, QR code, System, Created, Updated and recorded parameters from the current page. Column choices are remembered per browser.

To open an asset, select its row. A row menu also provides Edit, Add recommendation, Assign system and Delete, when your role has permission to use them.

Search by QR code in the mobile app

1. From the mobile home screen, tap Scan QR.
2. Point the camera at the asset label.
3. When the scanned value appears at the top of the camera view, tap it to start the lookup.

A matching asset opens on its Information tab. If there is no match, the app shows No assets found for this QR code. The lookup includes only locations you can access and does not include deleted assets. QR codes are unique only among live assets at a location. If two live assets share a code, the scan opens the first-created asset.

Edit an asset

Open the asset from the Assets list to change its details or record new parameter values.

1. Open the asset.
2. In General, change the optional Name, required Asset Number, QR Code note or Network Position, as needed.
3. Change values in Parameters, if needed.
4. Select Save.

The asset's Location path is read-only. A blank Name keeps the asset type's name. The web QR Code box is a note and does not set the code that a scan resolves. Manufacturer, model, serial number and installation date are not fields in General; characteristics defined by the asset type are recorded under Parameters.

Parameters are submitted first and the compliance rules run again. A save can therefore create new technical recommendations and report how many were created. Each change is recorded with the person who made it and the time in Activity History.

Approval restrictions

An Inspector or a higher role saves changes directly to the asset. Without approval rights, the edit is stored as a pending modification and the asset returns to pending approval until a reviewer accepts it.

An asset that is waiting for approval cannot be edited by anyone, including the person who created it. Saving is refused until the asset is approved or rejected. An edit made without approval rights therefore prevents further edits until a reviewer reviews it.

Delete an asset

Deleting an asset cannot be undone and requires delete permission.

1. Open the asset from the Assets view.
2. At the bottom of the Information tab, select Delete.
3. Review the Delete asset confirmation and select the confirmation action.

The confirmation names the asset and states that activities in its control scheme will be deleted, while completed jobs, recommendations and cases are kept. The asset is removed from active lists together with its system links, asset-to-asset links and sensor links. Any unfinished job on the asset is cancelled.

Delete several assets

1. Select the rows to delete.
2. In the selection bar, select Bulk changes → Delete.
3. Review the Delete assets confirmation and confirm the deletion.

The bulk confirmation shows a count and warns that the action cannot be undone. The row menu's Delete action opens the same type of confirmation, but it shows a count rather than the asset name. If the selection limit is reached, the remaining checkboxes are disabled and a limit notice appears; delete larger groups in batches.

Engineers do not have delete permission. In the mobile app, an Engineer sees Request Deletion instead. For a pending addition, the person who added it can remove it from the asset screen; an Engineer's pending asset is removed immediately rather than sent for review.

Manage related asset information

The asset record also includes Linked Systems, Sensors, Cases, Activity History and, for supported asset types, Linked Assets.

• In Sensors, use the picker to select and link an available device. Removing a sensor link is also done from this section and requires device-edit permission.
• Expand Cases to view cases already raised for the asset. Select Create case to open a case linked to the asset. This action is unavailable without case create permission, and the section shows no cases without case read access.
• In Linked Assets, select Link asset and choose one or more linkable assets in the same area. An asset can have at most two asset-to-asset links. The link appears on both records and either side can unlink it.

Video walkthrough

1. 1Searching for Assets

2. 2Editing and Deleting an Asset