⦿ How to Create an Asset

Navigate to the hamburger menu in the upper-left corner, and select Manage Assets under Assets (Equipment). You land on the assets list.
Click the Add button located at the top of the list.
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.
  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.
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.
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.
(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.
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.

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