The asset register - Asset Infinity

The asset register is the list of everything your organisation looks after: machines, building services, vehicles, laptops and the components bolted inside them. Open it from Assets → All Assets.

The asset register, showing assets in service with their category, status, criticality, location and health

Views of one register

The tab strip under the page title switches between the views of the register. Each one has its own address, so you can bookmark the one you use most, send it to a colleague, or open two side by side.

Tab	Address	What it answers
In service	`/assets`	What you are looking after now. Retired and disposed assets are left out automatically, and so are missing ones where the Missing tab is shown
Missing	`/assets/missing`	What nobody can find, since when, and what is being done about it. See the Missing view. Shown only where your organisation has the Missing assets module switched on
Retired	`/assets/retired`	What has left service, when it left and who recorded it. See the Retired view
Tree	`/assets/tree`	How it all fits together — sites, locations, assets, sub-assets and parts lists in one expandable tree
Map	`/assets/map`	Where it all is, as pins on a map
As on a date	`/assets/as-on`	What the register held at the end of a day you choose, and what has changed since. See the register as on a date

On a narrow screen the tab strip scrolls sideways rather than wrapping.

The Map tab disappears if your administrator has removed the Coordinates question from the asset form in Form Studio. An organisation that does not record where assets stand has no use for a map of them.

The In service view

The header

Item	What it does	Who sees it
in service count	How many assets match the current search and filters — the whole register, not just the page on screen. Past 100,000 it reads 100,000+ rather than an exact figure	Everyone
Export	Downloads what the list is showing — the same filters, the same columns — as a file. The button shows how many rows it will send	People with Export asset data
Import	Opens the Import Studio already set up for assets, for loading a spreadsheet of hundreds or thousands at once	People who may run imports
Move assets	Opens an empty Move dialog to fill with asset numbers — pasted, or uploaded as a CSV or Excel file — instead of ticking rows. See adding assets by number	Move assets between sites, locations and parents
Discard assets	Opens an empty Dispose dialog to fill the same way, with a count and a sale price on each line if you have them — the scrap dealer’s list of two hundred chairs	Retire and dispose of assets
New asset	Opens the New asset form	People with Create assets

Searching

The Search the register box searches the whole register on the server, not just the rows on screen. It reads asset numbers, names, serial numbers, descriptions, sites, locations, categories, manufacturers, models, the assembly an asset is part of, who is holding it, and your organisation’s own custom fields. A search for a serial number off a nameplate finds the asset even when nobody remembers its number.

Columns

The columns marked below show by default. Columns in the toolbar adds, removes and reorders them — type in its search box to find a column by name in a long list — and the register remembers your choice. Every row’s buttons stay in view at the right-hand edge however wide the table is.

Column	Shown by default	What it means
Number	Yes (always)	The asset number. Click it to open the asset
Name	Yes	What people call it
Category	Yes	What kind of thing it is, shown as its full branch — Rotating Equipment › Centrifugal Pump — with the branch above the leaf in a quieter colour. Two branches can both end in “Pumps”, and the branch is how you tell them apart
Asset type	Yes	The kind of machine within its category — Centrifugal, Diesel, Split unit — from your organisation’s own list of types, or a dash where none is recorded. Filter on it like any choice column
Quantity	Yes, where any of your categories is counted by quantity	How many identical items the row stands for. Every other asset holds one, drawn in a quieter colour
Asset class	Yes, where your organisation runs depreciation and you can read the fixed-asset register	The finance classification, beside the engineering one. Shown in italics when nobody has capitalised the asset yet and the class is only what its category implies
Status	Yes	Where the asset is in its lifecycle — see the asset lifecycle
Approval	Yes	Empty unless a request about the asset is open, when it says where the request stands — Waiting for approval, Rolled back to a level, or Under revision with the person who raised it — with the workflow’s name when you point at it. See assets waiting for approval
Criticality	Yes	How much it matters when it stops. Sorts from most to least critical rather than alphabetically
Condition	Yes	The physical state it was last found in — Good, Fair, Poor and Unserviceable by default, from your organisation’s list under asset settings. Sorts from best to worst. A dash until somebody records one on a move or a verification round
Where	Yes	The site by name, with the location underneath
Health	Yes	A score out of 100 drawn as a bar: green from 80, amber from 50, red below. See the Health tab
Last scanned	Yes	The day somebody last scanned its label, followed by Scan for a scan on a phone or Audit for a verification round. Point at the date for the time. Never where nobody has scanned it — the column to sort when you want the assets nobody has stood in front of lately
Serial	No	The manufacturer’s serial number
Category group	No	The top of the category branch on its own — useful for grouping an export
Manufacturer	No	Who built it
Model	No	The model
Purchased from	No	The supplier it was bought from. Offered where your organisation uses the supplier register, and not to people from another company
Location	No	The location on its own, without the site
Part of	No	The parent assembly, as a link
Commissioned	No	When it was handed over and started running
Warranty ends	No	When the manufacturer’s warranty expires. A date already past reads in red, because it decides whether a repair is billed to the vendor or to you
Response target	No	The response time, in minutes, that the asset’s criticality sets on work raised against it
Every other question on the asset form	No	Description, Owning department, Custodian, Custody since, Due back (in red once past while somebody still holds it), Coordinates, Purchase date, Installation date, Expected life, Replacement date, Purchase cost, Replacement value, Replacement value source and Replacement value as at. Where Bookings is switched on, also Cost centre, Chargeable, Rate cards offered and Default rate card; where your organisation works under India GST, HSN code and GST rate. Money is shown in the currency it was entered in, and is blank for anybody the field is hidden from
Created, Created by, Modified, Modified by	No	When the record was made and last changed, and by whom
Your custom fields	No	One column for each custom field your organisation has added to assets
Borrowed columns	No	Columns from the records an asset points at — the site’s region, the department’s cost centre and so on — offered in the column menu under the name of that record

Filters and saved views

Every column can be filtered. Filter opens the filter panel; choice columns (category, asset type, status, criticality, site, location, manufacturer, model, parent) offer a list to tick, with Select all at the top of a long one, number columns take a range and date columns take a window. Warranty ends has expiry-style presets, such as expiring in the next 90 days. Views saves the current filters, columns and sort order under a name, so that “Critical pumps at Columbus” is one click next time. See navigating lists for how saved views are shared.

Selecting assets

Tick the box at the start of a row to select it. Select all N selects every row on the page. When the list runs to more than one page, a banner offers to select everything that matches the current filter, not just the page you can see. Ticks survive turning pages, so you can tick your way through three pages of one site’s pumps and act on them together.

Assets waiting for approval

When somebody edits, moves, transfers or disposes of an asset and that change needs approval, the asset is held as it is until the approval is decided. On the register a held asset shows a lock where its tick box would be, so it cannot be picked for a bulk action that would only be refused, and its Approval column says where the request stands. A line above the list says how many of the assets on the page are waiting, and how many of those have been sent back to the person who raised them for revision — only that person can send such a request again or withdraw it. See approvals goes to decide them. See approvals.

Lines counted by quantity

Some things are not worth a record each: forty identical chairs, a row of racks. Where an asset category is ticked Counted by quantity under asset settings, an asset in it is one line with a count — the Quantity on its form — rather than one record per item. A line can be moved or disposed of a few at a time. Move and Discard / Close ask How many for each line in the selection. Leave it empty to take all of it; fewer are split off into an asset of their own, with its own number, and the rest stay where they are. A part that arrives where another part of the same line already is joins it.

One row per line

Once a line has been split, its parts can be in several places. One row per line in the toolbar, shown where any category is counted by quantity, draws each line as one row with its total:

The number is followed by in N parts, and Where says At N sites when the parts are at more than one site.
Each part is listed underneath its line straight away, with its own place and count. The arrow beside the number folds a line closed, and opens it again.
A line of several parts cannot be ticked itself. Tick the parts you mean underneath it, so a move of “the chairs” never takes one part and leaves the rest behind.

The register remembers whether you had it on. While the register is narrowed by a search, a place or a status, each part of a line has a row of its own again, because a part can match where the line as a whole does not. Filters on what the thing is — name, category, asset type, asset class, criticality, manufacturer — keep the lines. The in service count and Export always count and send one row per asset, however the register is drawn.

Bulk actions

Selecting anything opens a bar at the foot of the register.

The asset register with every row selected and the bulk-action bar open at the foot of the screen

Action	What it does	Permission needed
Discard / Close	Takes the selected assets out of the register for good — retired, disposed, or whatever your state model counts as closed — using the same dialog as Dispose on one asset. Each asset is moved through whatever steps its own status allows, and open work against it is cancelled	Retire and dispose of assets
Report missing	Reports the selected assets missing. See reporting an asset missing. Shown where the Missing assets module is switched on	Report assets missing
Fit to	Fits every selected asset to one assembly. Each comes off whatever it is fitted to now. You can give a reason	Move assets between sites, locations and parents
Move	Moves the selection to another site or location, hands it to a custodian and, optionally, changes its status — the same dialog as Move on one asset, recording one transfer per asset. A line counted by quantity is asked How many	Move assets between sites, locations and parents
Update fields	Sets one value on every selected asset for any field you add. An empty value clears the field. Site and location are not offered — moving goes through Move, so the movement is recorded	Edit assets
Edit in a grid	Opens the selection as a spreadsheet, one row per asset, every editable column changeable in place. Use it when each asset needs a different value. It runs as an import, which is what gives it an undo	Edit assets and permission to run imports
Clone	Makes copies of each selected asset — see Clone	Create assets
Book	Raises one booking holding all the selected assets for a window. Shown only where Bookings is switched on	Raise bookings
Issue / Return	Hands the selected assets that are in to somebody without a booking, or takes back those that are out. With several selected, the buttons count what each would act on — Issue 3, Return 2. See issuing and returning. Shown only where Bookings is switched on	Issue and receive back what is booked
Print labels	Prints a label for every selected asset in one go. See Labels	Everyone who can see the assets
Merge	Puts lines of the same thing in the same place back together — chairs split off and brought back. Keep the number of chooses which line keeps its number; by default, the line the others came from. The line kept takes the others’ counts, cost and depreciation, and the others leave the register. Lines in another place, status or category, or bought at another time, are refused. Offered only when two or more lines counted by quantity are selected	Edit assets or Move assets between sites, locations and parents
Delete	Removes rows that should never have existed, such as an import that ran twice. Not the same as disposing — see Delete	Archive assets

A batch is not all-or-nothing. If one asset cannot take the action — a status move its state model does not allow, a site you cannot reach — that asset is reported as a failure and the rest go through. Where a change needs approval, the report counts those assets as sent for approval: nothing has changed on them yet. When you select everything that matches a filter on a very large register, the actions that can run in the background are offered instead, and the job is followed from the tray at the top of the screen.

Issuing and returning

Where your organisation uses Bookings, an asset can be handed to somebody at the counter without a booking — a crew taking a few machines to a job this afternoon. Tick the assets on the register and choose Issue, or Return for those already out. The same buttons are on an asset’s Bookings tab. Both need Issue and receive back what is booked.

Issue them

Issue them, Without a booking, has one row per asset:

Column	What it means
Asset number and Asset name	The asset. One that a booking holds now says Booked on that booking, and holds the button off: it goes out from the booking’s own hand-over
Checklist	Where your organisation asks a checklist of this asset going out, how many of its questions are answered
Status	The status it goes out in, opening on the checkout move your organisation set under Statuses
Category and Cost centre	The asset’s category, and the cost centre its hire is credited to
Rate card, Chargeable and Billed	What the issue is billed on, opening on the asset’s own default rate card and chargeable behaviour and the booking defaults’ billing. Each can be changed for this issue
Who is taking it	The person taking it, opening on you where you are on the workforce register. Required
Required until	When it is wanted back. Required, and must be in the future

Required until, for all of them at the top fills every row, which you can still change one by one. Each asset is held on the availability calendar from now until then, and nobody can book it for that time. Below the table, Who pays for all of them asks once who the issue is charged to — Charge to opens empty, so it is a choice every time — and any Checklists going out. The footer says how many rows are still to complete, and Issue N hands them over.

Take them back

Return opens Take them back, one row per asset that is out:

Column	What it means
Against	The booking it went out on, or Direct for one issued without a booking
Out with	Who has it, and since when
Required until	When it was wanted back, in red once that has passed
Checklist	Where a checklist is asked as it comes back, how many questions are answered
Status once it is back	The status it comes back in, opening on the return move your organisation set under Statuses. Asks for a meter reading where the asset is billed on one
Damage	It came back damaged, with What is wrong with it. Damage raises a corrective work order against the asset

Receive N takes them back. An asset that went out on a booking is returned on that booking. An asset issued directly is closed and billed to the moment it came back. Every issue and return, with or without a booking, is listed under Issued and returned on the asset’s Bookings tab.

The Missing view

Missing lists every asset reported missing and not yet found, retired or disposed of, the longest missing last. It appears only where your organisation has the Missing assets module switched on. An asset gets here when somebody reports it missing — from its own screen, from Report missing on the register’s bulk bar, from a verification round that could not find it, or from the field app — or when its status is changed to the missing status.

The Missing tab of All Assets, listing two assets with when they went missing, days missing, where they were last seen and what happened

The header counts how many are missing, and how many reports are waiting for approval where reporting an asset missing needs one. It has the register’s columns, filters, search, saved views and Export, with the report beside the name:

Column	What it means
Missing since	When it was reported, or Waiting for approval while the report has not been approved yet
Days	How many days it has been missing
Last seen	When and where it was last seen
What happened	How it went missing, as far as anybody knows
Reference (hidden by default)	A police report, insurance claim or incident number
Status before (hidden by default)	The status it was in before it went missing
Reported by (hidden by default)	Who reported it

Health, Warranty ends, Asset type and Asset class are hidden by default here, and are still in the column menu. Ticking rows opens a bar with the three ways a missing asset stops being missing:

Action	What it does	Permission needed
Mark found	Records when and where the selection turned up. See marking it found	Mark missing assets found, or withdraw a report
Withdraw	For one asset that was never really missing. It goes back to the status it had, and the report is kept, closed as withdrawn. Asks why	Mark missing assets found, or withdraw a report
Retire or dispose	Opens the Dispose dialog with Lost as the reason, for an asset that is gone for good	Retire and dispose of assets

A report still waiting for approval is left alone, and the bar says how many of the selection that is. Which status a missing asset moves to, and which it comes back in, are set under missing assets settings.

The Retired view

Retired lists everything that has left service, newest first.

It has the same columns, filters, search and bulk bar as In service, plus:

Column or figure	What it means
Left service	The date the asset moved into a closed status. Shows not recorded where somebody switched the asset off directly instead of moving it through its status, so no date exists
Recorded by (hidden by default)	Who made the move
out of service count	How many assets match
with no recorded reason	How many of those have no date and no reason — the part of the register’s history nobody can account for

Health is hidden by default here, because a health score on a scrapped machine is the last thing anybody measured rather than a fact about it now. The bulk bar is useful on this view too: moving a pallet of retired assets to Disposed when the scrap merchant collects them is done here.

The Tree view

Tree lays the whole structure out as one list: each site, the locations inside it (as deeply as you have built them), the assets in each location, the sub-assets fitted to each asset, and, if you turn them on, each asset’s parts list.

Control	What it does
Counts in the header	How many sites, locations and assets are in the tree, and how many parts-list lines when Parts is on
Export	Exports the whole tree in reading order, not just the branches you have open
Find anything in the tree	Searches names, numbers, types, serial numbers, models and the position a part sits in. Matches stay visible with every branch above them, and a search opens the branches it matched
Expand all / Collapse all	Opens or folds every branch
Parts	Shows or hides each asset’s parts-list lines
Include retired	Shows retired assets in the tree. Off by default; the live children of a retired asset are never lost — they move up to the next level
Columns	The same column choice as the register, plus Kind, Open work (rolled up per branch) and Qty for parts

Ticking a site or a location selects every asset beneath it, and the same bulk bar appears as on the register. Columns cannot be sorted or filtered here, because sorting rows independently would break the tree they sit in — search and the toggles are how you narrow it. A note at the foot says how many rows are folded away inside closed branches, and whether the tree was cut short because it is very large.

Rearranging by drag and drop

If you hold Move assets between sites, locations and parents, you can drag an asset onto another row. Dropped onto an asset, it is fitted to that assembly; dropped onto a location, it moves there. Before anything is saved, a dialog asks what the gesture cannot say — why, and which position on the machine. It also warns that access and cost follow the hierarchy, so moving an asset under another assembly can change who can see it and where its cost rolls up. Fit to on the bulk bar does the same job from the keyboard.

The Map view

Map plots every in-service asset. The header counts how many are on the map, how many are down and how many have work open.

Pin	Meaning
Red	The asset’s status says it is down
Amber	Work is open against it
Green	Running
A number	Several assets close together or at one shared point, ringed in the colour of the worst of them. Click it to separate them

An asset is drawn at its own coordinates if somebody pinned it. Otherwise it takes its location’s coordinates, or its site’s — open a pin to see which. On a closed network where map tiles cannot be loaded, the pins still appear on a plain background. For a site-by-site view coloured by what needs attention, see floor plans.

The register as on a date

As on a date lists the register as it stood at the end of a day you choose — for an auditor closing a year, an insurer asking what was at a site on the day of a fire, or a count taken last March that needs reconciling. Anybody who can see the asset register can open it. It is read from the record of every change ever made to assets, so you can ask about any past day, not only days somebody remembered to save a copy.

Choose the day with the As on date picker in the toolbar. It opens on today and cannot go past it. The day is part of the address, so a link to “the register as on 31 March” opens the same list next week. The header counts the assets on the register that day. Each row shows the asset with the number, name, category, status, place and purchase cost it had at the end of that day. Sites, locations and categories are named as they are named today, so a site renamed since appears under its new name. Assets deleted from the register before that day are left off, as the register leaves them off, and retired assets are listed with the status they had.

Column	Shown by default	What it means
Number	Yes (always)	The asset number. Click it to open the asset as it is now. An asset since deleted has no screen to open, so its number is plain text
Name, Category, Status, Where	Yes	As they were that day
Purchase cost	Yes	What was paid, as recorded that day and in the currency it was paid in. Blank for anybody the field is hidden from. There is no total, because a register bought in several currencies has no one sum
Since then	Yes	Unchanged, Changed where the asset has been changed since that day, or No longer on the register where it has since been deleted
Criticality, Asset type, Quantity, Serial, Department, Part of, Manufacturer, Model, Custodian, Purchased, Commissioned, Warranty until	No	Available from Columns

Search number, name or serial searches the list, and Views, Filter and Columns work as on the rest of the register — filter Since then to see only what has changed. Export downloads the list for people with Export asset data, named after the day it is as on. Nothing on this view can be changed: there are no tick boxes and no bulk bar, because an asset’s past is not something you can act on. What you see is decided by your access today. An asset you can see now is listed as it was; an asset since deleted is listed only for people whose view of the register is not narrowed by site, department, category, status or ownership. Where your organisation keeps its change history for a limited time, a day older than the history kept is refused.

Adding an asset

New asset opens the asset form. You can also reach it from New → Asset in the header of any screen.

The New asset form, open at its Identity and Where it is sections

The form is arranged in sections. Your administrator can rename, reorder, hide or add questions in Form Studio — Edit form at the top of the dialog goes straight there for people allowed to change it — so your form may differ from the defaults described here. When you press Create, the new asset opens so you can add meters, parts and plans.

Identity

Field	What it means	Notes
Asset number	The number stencilled or labelled on the asset	Optional. Leave it empty and the next number from your numbering scheme is assigned. Correct it later, once the asset has actually been tagged. Must be unique among live assets
Name	What people call it in conversation — “Boiler feed pump 2”, not “BFP-002”	Required
Category	What kind of thing it is, chosen from your category tree	Required. Decides which maintenance plans sweep it in: a plan aimed at a category picks up every asset in it and in every category beneath it. A category can also supply defaults such as expected life. Categories are set up under asset settings
Quantity	How many identical items this line stands for	Asked only where the chosen category is counted by quantity; everything else holds one. Picking another category brings the box or takes it away before you save
Asset type	What kind of machine it is within its category — the planner’s word for it, such as Centrifugal, Diesel or Split unit	Optional. Only the types your organisation offers for the chosen category are listed; a type offered for a category is offered for everything beneath it too. Nothing else reads the type — plans, contracts and access still follow the category — so it is safe to add types freely. Choosing a different category clears a type that category does not offer. The list starts empty and is kept under asset settings
Description	Anything else worth saying about it	Optional
Photographs	Pictures of the asset, its nameplate, or anything wrong with it	Optional. Attach from a file or take one with the camera before the asset is even saved. The first photograph becomes the asset’s thumbnail

Where it is

Field	What it means	Notes
Site and location	The site the asset belongs to and, optionally, the place inside it	Required. Site access decides who can see the asset and raise work against it. Once the asset exists, this is changed with Move, not on the edit form, so the movement is recorded
Parent asset	The assembly this is part of	Optional. Access follows the hierarchy: anyone granted the parent with its descendants can reach this asset too, and cost and failures roll up to the parent
Coordinates	Where this asset itself stands, picked on a map or searched for	Optional. Leave it empty for anything indoors — the map places the asset at its location’s or site’s coordinates. Pin it where the asset’s own position matters, which is mostly outdoors

Who answers for it

Field	What it means	Notes
Criticality	How much its failure hurts	Optional. Sets the default response time on work raised against the asset, and lets a plan target only the assets that matter. Levels are set under asset settings
Owning department	Who owns and operates it day to day	Optional. The department carries the people who answer for the asset and the cost centre its maintenance lands in, so you answer one question instead of four. See organisation structure
Cost centre	Who is credited when this asset is booked	Optional. Hire charges on the asset are credited here; its own maintenance still lands with the owning department. A new asset’s form fills it in from the booking defaults for its site and category
Chargeable behaviour	Whether a booking of this machine is billed	Optional. Fully chargeable bills whoever pays; Partially chargeable bills only what the booking names; Not chargeable bills nothing. Leave it empty to follow the booking defaults
Rate cards offered	Which rate cards this machine can be hired out on	Optional. By place offers the cards of its site and its business unit’s cards that name no site; By category offers the cards for its category at its site, its business unit and every unit above it, and its company. Filled in from the booking defaults; leave it empty to follow them
Default rate card	The rate card this machine is hired out on	Optional. A booking line holding the asset opens on this card. The list offers the cards Rate cards offered allows at this asset’s site. See configuring bookings

Who is holding it

Custody is who physically has the asset, which is a different question from which department owns it. Leave it empty for anything that stays where it is put.

Field	What it means	Notes
Custodian	The person holding it, where they have an account	Optional — but required while the asset is in a status that demands a custodian. By default that is Operational. See the asset lifecycle
Custodian’s name	Who is holding it, where they have no account — a contractor, a new joiner, somebody at another company	Shown only while no Custodian account is chosen
Custodian’s email	Where to write to them	Shown only while no Custodian account is chosen. Self-verification uses it to ask whether they still have the asset; they reply without signing in
Custody since	When they took it — the issue date	Optional
Due back	When they are meant to give it back	Optional. Leave it empty for open-ended issue. Filling it in is what makes the product remind them, and then their supervisor

Nameplate and paperwork

Field	What it means	Notes
Manufacturer	Who built it	Optional. Chosen from your list under asset settings
Asset model	The model	Optional. Links the asset to parts and manuals that fit the model
Serial number	The manufacturer’s serial	Optional. Needed to claim under warranty
Files	Manuals, drawings, certificates — whatever came with it	Optional
Custom fields	Whatever else your organisation records — the demo organisation asks for Production Line, Voltage (V), Motor HP, OEM Classification and Hazardous Area, for example	Defined in Form Studio. A custom field can be set to appear only when a condition holds — for example, only for some categories — so the questions you see can change as you fill the form in

Dates and expected life

Field	What it means	Notes
Purchase date	When it was bought	Optional
Installation date	When it was physically put in	Optional
Commissioning date	When it was handed over and started running	Optional. This is the date age and expected life are counted from — an asset can sit installed for months before it is commissioned
Warranty expires on	When the manufacturer’s warranty ends	Optional. Shown on the asset’s Cover tab and in the warranty register so a repair is not paid for twice
Expected life (months)	How long it should last in service	Optional. Left empty, the category’s own figure is used
Replacement date	When it is planned to be replaced	Optional. Left empty, it is worked out from the expected life, counted from commissioning

What it cost, and what it would cost again

Field	What it means	Notes
Purchase cost	What was paid for it, with its currency	Optional. Amounts in another currency are converted to your organisation’s currency at the day’s rate. See currency
Replacement value	What a new one would cost today, with its currency	Optional, and worth filling in: it is what Worth keeping? on the asset’s Costs tab and the replacement recommendations on Reliability compare against
Where the figure came from	Whose number the replacement value is — a supplier’s quote, the insurance schedule, an engineer’s estimate	Optional
As at	The day the replacement value was struck	Optional. A replacement value ages, and an old one flatters every machine compared against it

Status

Field	What it means	Notes
Status	What state the asset is in	Optional. Left empty, a new asset starts in your state model’s first status (Planned by default). You may choose any status that is not closed — an asset entered after nine years in service can start as Operational without walking through every step. See the asset lifecycle

Fill from a document or by voice

Where your organisation has switched on Copilot with its Fill forms capability, two more buttons appear at the top of the form:

Button	What it does
Fill from a document	Reads a photograph of a nameplate, a PDF or an image and fills in the fields it can match
Say it	Listens while you describe the asset out loud and fills the form from what it heard. Needs a speech-to-text key configured by your administrator and a browser that can record

Each filled field is marked until you change it, so you can tell what was read from what you typed. Nothing is saved until you press Create.

Inside an asset

Every tab and action on one asset — including Move, Clone, Dispose and Delete.