Versions Compared

Version Old Version 10 New Version 11
Changes made by

Anastasia Troichuk (Unlicensed)

Anastasia Troichuk (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Asset type details page where you can copy the asset type name or ID

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.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
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 types

    Info

    Save this file as you will need it later 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.
    Downloading an issue list from the Convert Issue List page
  5. On the Issues tab of the issue list, enter the Asset Type Name in the Equipment column.
    Entering asset type names in the Equipment column
  6. 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.
      Specifying whether the equipment entry is required or optional
  7. Save the issue list as an XLSX file.
  8. Navigate back to the Convert Issue List section, and click Upload New Issue List.
    Uploading a new issue list on the Convert Issue List page
  9. Click Select File on the modal that opens.
    Overlay where you upload a new issue list
  10. Click the Upload button to upload the file. Once the file has been validated by the system, close the modal. 
  11. Drag the file to the appropriate dashboard on the right side.
    Drag the desired issue list from the left column to the required dashboard in the right columnYou 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 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 what the feature does happens in the background, out of sight 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 type ID rather than the asset type name. 

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
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 types

    Info

    Save this file as you will need it later 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.
    Downloading an issue list from the Convert Issue List page
  5. 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 list
  6. Using the Equipment column as a guide, enter the corresponding asset type ID from the asset types file you downloaded into the EquipmentId column. Your resulting file should look like this:
  7. 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.
  8. Save the issue list as an XLSX file.
  9. Navigate back to the Convert Issue List page, and click Upload New Issue List.
    Uploading a new issue list on the Convert Issue List page
  10. Click Select File on the modal that opens.
    Overlay where you upload a new issue list
  11. Click the Upload button to upload the file. Once the file has been validated by the system, close the modal. 
  12. Drag the file to the appropriate dashboard on the right side.
    Drag the desired issue list from the left column to the required dashboard in the right column

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

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


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "assets" , "dashboard2" ) and space = currentSpace ( )