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When you are modifying an asset type, there are several things you need to take into consideration.

  • You should have the appropriate permission granted by the admins to be able to modify the attributes of existing asset types.
  • If a standard attribute for your asset type is set to Hide, then assets belonging to that asset type will not have a value for that attribute. If you change an attribute from Hide to View, the system will ask you whether you want the now viewable attribute to be viewable for all previously added assets for that asset type.
  • Any modifications made will only show after the modification is made, when the assets under that asset type are referenced in a service request or report.
  • If you change an asset type attribute to Required, only assets added after the change will have that attribute as a requirement. The attribute field will be added to the existing assets.
Note

To be able to modify asset types, you should have the Full permission enabled for the Manage Asset Types access level. Those of you with the Read Only permission can only view asset types, with no ability to make any changes. Learn more about user roles and access levels in Asset Manager Administration. 

Setting up the Manage Asset Types access level for users in Asset Manager


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title⦿ How to Modify an Asset Type
  1. Navigate to the hamburger menu located in the upper-left corner.
  2. Select Manage Asset Types under Assets (Equipment). You land on the list of existing asset types.
    SS-SA-Asset-Manager-Asset-Types-List.png
  3. Pick the Asset Type you want to modify. The asset type details page opens.
    Editing an asset type


  4. Make the required modifications.

    Info

    You can update the following asset type information:

    • Asset type name
    • Primary trade
    • Additional trades
    • Standard attributes
    • Custom attributes
    • Attachments and links
    • Other information based on your account settings

    If required, you can temporarily deactivate an asset type or delete it.


  5. Close the asset type details page to save your modifications.

You can also navigate to the asset type details page via the assets list.

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title⦿ How to Modify Asset Types from the Assets List
  1. From the Manage Assets page, click the Asset Type on the required asset.
    Image RemovedNavigating to the asset type details page from the assets listImage Added
  2. On the Manage Asset Type page, make the needed modifications.


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