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
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.
- Navigate to the Assets > Manage Asset Types.
Click the Export Asset Types button.
Info: Save this file as you will need it later in this process.
- Navigate to your Issue List.
- Locate the Issue List you want to modify, download then open the file.
- Enter the Asset Type Name in the Equipment column between Problem Group and Problem Code.
- In the EquipmentEntry column, specify whether users must always associate work orders with assets or this step should be optional for them.
- Enter Optional to allow users skip the step of linking a work order to an asset
- Enter Required to make this step mandatory
- Save the file as an .XLSX formatted file.
- Navigate back to the Issue List and click Upload New Issue List.
- Click Select File on the modal that opens.
- Click the Upload button, to upload the file.
- Once the file has been validated by the system, drag the file to the appropriate Dashboard on the right side.
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.
- Navigate to the Assets > Manage Asset Types.
Click the Export Asset Types button.
Info: Save this file as you will need it later in this process.
- Navigate to your Issue List.
- Locate the Issue List you want to modify and download it.
- Open the Issue List in your preferred spreadsheet reader.
- In the column before Troubleshooting, add a column and name it EquipmentID.
- Using the Equipment (Asset Type) column as a guide, enter the corresponding Equipment Type ID from the Asset Type file you downloaded into the EquipmentID column. Your resulting file should look like this:
- Save the file as an .XLSX formatted file.
- Navigate back to the Issue List and click Upload New Issue List.
- Click Select File on the modal that opens.
- Click the Upload button, to upload the file.
- Once the file has been validated by the system, drag it to the appropriate 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.