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In order for assets to receive proper maintenance or repair, connecting all assets to the issue list is vital. The dashboard is able to recognize and support the process of creating a work order for an asset. You can connect assets to the issue list by:

  • Asset Type Name
  • Asset Type ID

Image showing the asset type name and IDImage RemovedAsset type details page where you can copy the asset type name or IDImage Added


Connecting Assets by Asset Type Name

Connecting assets to the issue list requires the Asset Type Name to be added onto the issue list under the equipment column. This allows the issue list to identify the equipment added as an asset when work orders are created. For example, if a dishwasher is one of the assets that may require a work order, dishwasher would be added on the equipment line on the issue list.

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title⦿ How to Associate an Asset Type to its Asset Type Name on an Issue List
  1. Navigate to the Assets (Equipment) > Manage Asset Types.

  2. Click the Export Asset Types button.
    Downloading the list of asset typesImage Added

    Info

    Info:Save this file as you will need it later in this processto associate assets with an issue list.


  3. Navigate to your dashboard, click the main menu in the upper-left corner, and select Convert Issue List.

  4. Locate the Issue List you want to modify, and download then it. Then open the file.
    Image Removed
    Enter Downloading an issue list from the Convert Issue List pageImage Added
  5. On the Issues tab of the issue list, enter the Asset Type Name in the Equipment column between Problem Group and Problem Code.
    Image RemovedEntering asset type names in the Equipment columnImage Added
  6. In the EquipmentEntry column, specify whether users must always associate work orders with assets or this step should be optional for them.
    Image Removed
    1. Enter Optional to allow users to skip the step of linking a work order to an asset.
    2. Enter Required to make this step mandatory.
      Specifying whether the equipment entry is required or optionalImage Added
  7. Save the file issue list as an . XLSX formatted file.
  8. Navigate back to the Convert Issue List section, and click Upload New Issue List.
    Image Removed    Uploading a new issue list on the Convert Issue List page Image Added
  9. Click Select File on the modal that opens.
    Overlay where you upload a new issue listImage Added
  10. Click the Upload button , to upload the file. Once the file has been validated by the system, drag close the modal. 
  11. Drag the file to the appropriate Dashboard dashboard on the right side.
    Drag the desired issue list from the left column to the required dashboard in the right columnImage AddedYou have associated assets with your issue list and now can start creating work orders linked to assets in your dashboard.

Connecting Assets by Asset Type ID

A system generated an Asset Type ID has been added to all Asset Types. This added feature strengthens the connection between the assets and the Issue List. Most of the what the feature does happens in the background, out of site of most users. However, for those who use languages other than english,  you will be able to associate an asset type to a problem code by the asset types equipment id rather than its asset type name. 

Panel
bgColor#F9F9F9
titleColor#0e3367
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borderStylenone
title⦿ How to Associate an Asset Type to its Equipment ID on an Issue List
  1. Navigate to the Assets (Equipment) > Manage Asset Types.

  2. Click the Export Asset Types button.
    Downloading the list of asset typesImage Added

    Info

    Info:Save this file as you will need it later in this process to associate assets with an issue list.


  3. Navigate to your dashboard, click the main menu in the upper-left corner, and select Convert Issue List.

  4. Locate the Issue List you want to modify, and download it. Then open the file.
    Image RemovedDownloading an issue list from the Convert Issue List pageImage Added
  5. Open the Issue List in your preferred spreadsheet reader.
  6. In the column before Troubleshooting, add a column and name it EquipmentID.
    Image Removed
    Image Removed
    Using the Equipment (Asset Type) column On the Issues tab of the issue list, add a new column before the Troubleshooting column, and name it EquipmentId.
    Adding a new column called EquipmentId to the issue listImage Added
  7. Using the Equipment column as a guide, enter the corresponding Equipment Type asset type ID from the Asset Typeasset types file you downloaded into the EquipmentID columnEquipmentId column. Your resulting file should look like this:
    Image Removed
    Image Added
  8. In the EquipmentEntry column, specify whether users must always associate work orders with assets or this step should be optional for them.
    1. Enter Optional to allow users to skip the step of linking a work order to an asset.
    2. Enter Required to make this step mandatory.
  9. Save the file issue list as an . XLSX formatted file.
  10. Navigate back to the Convert Issue List page, and click Upload New Issue List.
    Image RemovedUploading a new issue list on the Convert Issue List page Image Added
  11. Click Select File on the modal that opens.
    Image RemovedOverlay where you upload a new issue listImage Added
  12. Click the Upload button , to upload the file. Once the file has been validated by the system, drag it close the modal. 
  13. Drag the file to the appropriate Dashboard.
    Image Removeddashboard on the right side.
    Drag the desired issue list from the left column to the required dashboard in the right columnImage Added

You have associated assets with your issue list and now can start creating work orders linked to assets in your dashboard.

As you update your Issue List remember to add the Asset Type ID, which ensures that the correct assets appear when you are creating a service request. 

Tip

Tip: Test creating a work order for the asset types where the equipment id ID has been added to ensure that it is working as expected.


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