Adding and Editing Assets

Owned by Joseph Yarborough (Unlicensed)
Last updated: Sept 27, 2024 by Lamont Eddins

Adding your company’s assets is one of the most crucial tasks you will have to complete early on in your company’s use of Service Automation. Many of the assets that you add, during this process, will undoubtedly be the same assets that will need servicing therefore prompting you to create a service request. Any asset not added will not show when creating a service request.

An additional benefit of having your company’s assets added to your Service Automation account is that you can run Analytics reports that give you granular information in regards to an asset’s cost, repair history, warranty period, and location. Many companies have used this information to determine when it is time to replace an asset rather than repair it. Metrics gained from an asset analysis can also be used to determine which brand or model has served you best.

Creating a New Asset

Before you get down to adding assets to Asset Manager, make sure that you’ve created the appropriate asset types — since you should specify to which type your asset belongs by selecting the type from the list of available asset types.

To be able to add new assets, you need to have the AddAsset permission set to Full for your user role in Asset Manager. Learn more about roles and permissions in Asset Manager.

Adding a Warranty to an Asset

Some of your asset may have a warranty that was included. If so, adding the information allows for the asset to benefit from the warranty service during repair and maintenance. This is where the warranty takes precedence based on the information that was added over to override the standard work order dispatch. For instance, a work order differs in terms of NTE, category and/or provider on that specific asset. The warranty information is used when a work order is created for however long the warranty is in place.

You can add a warranty to an asset when:

  1. creating a new asset.
  2. creating a similar asset.
  3. editing an asset.
  4. using asset templates. 

Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as: 

  • Hours and Duration 
  • Quantity Amounts 
  • Weight. 

⦿ How to Create an Asset
  1. Navigate to the hamburger menu in the upper-left corner, and select Manage Assets under Assets (Equipment). You land on the assets list.
  2. Click the Add button located at the top of the list.
    Adding a new asset from the assets list

  3. On the page that appears, provide the following information on your asset:

    1. Select the Location where the asset is located.

    2. (Optional) Pick the Area (Physical/Serving) where the asset is placed (e.g. Kitchen).

    3. (Optional) Select the Work Order Area.

    4. Select the Is Circuit checkbox if your asset is a circuit.

    5. Select the Is Component checkbox if your asset is a component of another asset.

    6. Opt for the Asset Type.

      Filling out asset details to create a new asset

      After you have selected the asset type, the page populates with the attribute fields associated with the asset type you picked. Fields with a red asterisk * are mandatory.

  4. Fill out the fields that appear once you select the asset type.

    Which fields are mandatory depends on the settings you configured for the asset type attributes. Attributes marked as Required must be filled out when you create assets of this type. For example, for the Oven asset type in the screenshot below, the Tag ID, Brand, and Install Date attributes are required.

    Tag ID, Brand, and Install Date are marked as Required for this asset type


    Filling out the fields that appear after you select the asset type

    1. Asset Contains Circuits: Select this checkbox if your asset has circuits.
    2. Has Components: Select this checkbox if your asset has components.
    3. Tag ID: Enter a unique ID of your asset. By default, it’s a required asset attribute.
    4. Asset Tag: Enter a unique asset tag which is the decoded value contained in a barcode, QR code, or NFC tag. With the asset tag added, you and your providers can scan assets via ServiceChannel Mobile and ServiceChannel Provider.
    5. Brand: Either select the appropriate brand from the drop-down list, or click + Add Brand to add a new brand to the list.
    6. Model No. and Serial No.: Enter the asset model and serial numbers.
    7. Condition: Specify the asset current condition.

    8. Install Date: Pick the date when you had the asset installed at your location.

      If you have decided that one or more of your asset attribute fields should be required, navigate to the Manage Asset Types page, select the asset type you want to modify. On the page that opens, select the Required checkbox next to the desired attributes.

  5. (Optional) Fill out the additional fields. These are asset attributes that are not marked as Required for this asset type.

    1. Purchase Date: When the asset was bought.

      1. Is Leased: Returning the asset after a specific period.

    2. Warranty Period (months): How long does the warranty last. 
    3. Lease Date: Start date for the leasing contract.
    4. Lease Period (months): How long does the lease last.
    5. Life Expectancy (months): Longevity of the asset.
    6. Warranty Provider: Indicating which provider will service the warranty.
      1. Primary Rank: Based on trade.
      2. Fixed Rank: Specific rank based on trade.
      3. Fixed Provider: Select a specific provider.
    7. Warranty NTE: Maximum dollar amount for service on the warranty.
      1. N/A: No NTE amount available.

      2. Warranty Starts from Install Date: Indicating the warranty begins on the asset's installment date.

        If the Warranty Starts from Install Date is unchecked, the warranty starts on the purchase date. 


    8. Warranty Category: Select a category for the warranty work order.
    9. Warranty Priority: Select a priority for the warranty work order.
    10. Energy Efficiency: Adding the specific energy efficiency of the asset.
    11. Capacity: Maximum amount the asset can contain.
    12. Description: Textbox to add notes and additional information pertaining to the asset.
  6. When ready, click the Add Asset button.


The more information you provide on your equipment, the better understanding of this unit your colleagues and providers will have when using or servicing it.

Additional Fields

Adding a Similar Asset

When you need to create an asset similar to one of your existing assets, you can click the Actions button on the asset and select Add Similar Asset in the drop-down menu.

Adding a similar asset in Asset Manager

The page that opens will contain the location, physical area, work order area, and asset type information from the original asset.

Updating Assets

Nothing stays the same and this is especially true for assets that your company relies on and uses daily. Therefore, it is expected that at some point you will need to update an asset condition.

To be able to update asset information, you need to have the ManageAsset permission set to Full for your user role in Asset Manager. Learn more about roles and permissions in Asset Manager.

⦿ How to Update an Asset
  1. Navigate to Assets (Equipment).
  2. Select Manage Assets. You land on the assets list.
  3. If you have a large list of assets, you can use filters on the left to quickly find the desired asset.
  4. Select the asset that you want to modify by clicking the asset tag ID or by selecting Edit Asset from the Actions drop-down list.
  5. On the Asset Details page, you can update the following asset details:
    1. General asset info
    2. Asset attributes

    3. Warranty information

      If you have permission to manage assets, you can also deactivate an asset or add a similar asset from the asset details page.

      Asset details page

  6. (Optional) Switch to the Attachments tab to add files or images to the asset.
    Adding attachments to an asset

    The size of the file you attach to an asset shouldn't exceed 50 MB.

    File types that can be used are: avif, doc,docx, GIF, HEIC, jfif, jpeg, jpg, MOV, msg, pdf, plist, png, pptx, svg, txt, xls, xlsx, and zip

  7. When finished updating the asset, click Save Changes at the bottom of the page.

Changing the Preferred Service Provider on an Asset

At the time an asset is loaded to Service Automation, it is assigned to a trade and service providers who are selected to service that trade. You can change the service provider(s) for a given asset from the one selected when the asset was added to Service Automation.

⦿ How to Change a Service Provider for an Asset
  1. Navigate to the assets list, and find the asset you want to change the service provider for.
  2. Click the asset tag ID or select Edit Asset from the Actions drop-down list. The asset details page opens.

    Edit Asset option available on the assets list

  3. In the Assignment Rule section, select the radio button next to the desired option:
    1. Primary Rank
    2. Fixed Rank. In the text box, specify the required rank.
    3. Specific Provider. From the drop-down list, select the provider who is going to be a warranty provider for this asset.
      Assigning a provider to an asset
  4. Hit Save Changes at the bottom of the details page.

Updating Asset Types for Assets

The ability to change asset types for existing assets saves you time and effort in different situations you may find yourself in, for example, when:

  • You have created an asset with a wrong asset type and need to correct that.
  • You are going to implement a new business process or adopt new feature sets that require updating asset types.

What Permission Should You Have?

To be able to change asset types for assets, you should have the ManageAssetTypes permission set to Full for your role in the Administration section of Asset Manager.

Permission to update asset types on assets

Updating Asset Types for Assets

Changing an asset type for an existing asset may result in losing the associated asset history. To make sure you don’t lose important asset information, check the info box here below to learn what happens when you update asset types.

Important

  • Once the asset type is changed, original asset attributes get replaced with attributes relevant to the new type.
  • If custom attributes or asset readings exist for an asset, they will be removed from the asset once its type is changed.
  • If an asset is associated with work orders, including Planned Maintenance work orders, they will remain associated with the asset.
  • When you need to change the type of an asset linked to a work order, the primary trade of the new asset type should match the primary trade of the original asset type.
  • If the asset type on the asset is refrigerated or HVAC and there is at least one refrigerant part use associated with the asset, you can only change the asset type to an asset type with the same refrigerant use purpose.
  • If there is no refrigerant use captured against the asset, you can select any asset type that uses refrigerants.
⦿ How to Update Asset Types for Assets
  1. Go to the asset details page.
    Asset details page with the asset type field highlighted

  2. From the Asset Type drop-down list, select a new asset type.
    Selecting a new asset type

    The list contains asset types whose primary trade matches the primary trade of the original asset type.

  3. Read the message in the dialog box warning you that custom attributes and readings — if any — will be lost. Then, confirm your action by clicking Save in the overlay.
    Confirming the asset type change

The asset type has been updated.

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