Adding an asset on the handset

Add an asset puts something into the register from where it stands: what you can read off the plate, where it is, and what it looks like. The rest can be filled in later in the web app.

The Add an asset form with Asset Number, Name, Category, Description and Site and location

Opening it

From	What happens
Home → Add an asset	An empty form
Add on the register	An empty form
Add this asset on a scan that matched nothing	The scanned code is filled in as the asset number, still editable

You need permission to create assets. Without it the form says Adding to the register is not something your account can do and suggests reporting the asset as a job instead, so whoever keeps the register can add it. (The Add an asset door on Home is shown whenever the asset module is on, so somebody without the permission can reach this message.) The badge on the form reads Queued for validation: the asset is recorded on the handset now and the server decides whether it stands when it arrives.

The fields

The form is built from your organisation’s own asset form in the Form Studio — the same fields, labels, help and required marks as the web app’s. If the handset has not synced that form yet, it says This handset does not know what an asset is yet. The default sections are:

Further down the form: custody dates, nameplate and paperwork, and dates and expected life

Field	What it means	Notes
Asset Number	The asset’s identifier	Leave empty to have one assigned from your numbering when the server takes it. The barcode button scans it off the label
Name	What it is called	Required
Category	The kind of asset	Required. From your asset categories. Decides which of your own fields appear
Description	Anything more	Optional
Site and location	Where it is	Required. From the sites and locations on the handset
Parent Asset	What it is part of	Optional — a motor inside a pump, say
Coordinates	Where it is on a map	Use my location takes a fix from the phone (· to within m); Take it again re-takes it. Useful for a pole or pump house that has never had a coordinate. Indoors there is often no fix — the form says so
Criticality	How much it matters	From your list (defaults Critical, High, Medium, Low)
Owning department	The department that owns it	From your organisation structure
Cost centre	Where its costs go	From your organisation structure
Custodian	Who is holding it	From the people on the handset
Custodian’s name, Custodian’s email	Somebody outside the system who holds it	Free text
Custody Since, Due back	The custody dates	Dates
Manufacturer	The maker	From your manufacturers list
Asset Model	The model	From your models list, shown with the manufacturer
Serial Number	The serial off the plate	The barcode button scans it
Purchase Date, Installation Date, Commissioning Date, Warranty Expires on, Replacement Date	The asset’s key dates	Dates
Expected Life (months)	How long it should last	A number
Purchase Cost, Replacement Value	What it cost and would cost again	An amount and a currency
Where the figure came from, As at	The source and date of the replacement value	Optional
Status	The status it starts in	From your asset statuses (defaults include Planned, Standby, Operational, Under Maintenance, Breakdown)
Your own fields	Your organisation’s own asset fields	Which appear depends on the category. Photo, image, file and signature fields are answered with the camera or a file
Photographs	Pictures of it	The plate, the machine, where it sits. They go up with the asset on the next sync

Some fields cannot be answered on the handset and say why instead of disappearing — a picker whose options are not on the device (Answer this one from a browser), or a field calculated from the others. Fields that need a list the handset does not carry are named under Not asked here: and filled in at a desk.

Adding it

Add it to the register stays greyed while Still needed: names a required field. Once pressed, It appears on the register as unsent until the server has taken it, and gets its real record then. The asset shows on the register marked Not sent; until it has reached the server it cannot be moved, ticked into a selection or made somebody’s parent. Photographs taken on the form are held with it and sent straight after the asset itself, so they arrive attached to the right record. Leaving the form without adding the asset discards them.

The register on the handset

Finding, browsing and acting on assets.

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Adding an asset on the handset

Opening it

The fields

Adding it

The register on the handset

​Opening it

​The fields

​Adding it

The register on the handset

Opening it

The fields

Adding it