Set Up for Asset Meter Reading

Owned by Joseph Yarborough (Unlicensed)
Last updated: Nov 27, 2020 by Anastasia Troichuk (Unlicensed)
3 min read

Users who are charged with entering asset meter data require specific user authorization to do so. The required authorization is set in two places: Manage Roles and Edit Portal Restrictions.

The users role settings must be configured so that their primary role set under Manage Roles has the required access under Edit Portal Restrictions. For instance, in the example below Dina Dielberg has been set as a User in the Manage Roles section. The role of User has been granted Full access to ManageAssetOnWorkOrder in the Edit Portal Restrictions section. With this configuration, Dina can enter meter reading data on work orders that she has access to.

⦿ How to Give a User Access to Entering Meter Reading Data
  1. Navigate to Assets (Equipment) > Administration > Manage Roles.
  2. Locate the user that you want grant access to.
    Setting a User role for an employee in the Manage Roles sectionNote their role. In the above example, Dina has the role of User.
  3. Navigate to the Edit Portal Restrictions tab.
  4. Grant Full Access to the role of User in the ManageAssetOnWorkOrder row.
    Enabling the Manage Assets On WOs permission for the User role

This configuration will grant individuals with the role of User the ability to enter meter reading data on work orders that they have access to.

Configuring Work Order Properties

Before a Planned Maintenance work order can be created to collect asset meter reading data, Asset Readings has to be added to the work order properties list. Once added, users will be able to select it from the Category drop-down menu when creating a new PM Service. See Managing Categories for more information on creating categories.

Overlay for adding a new PM service in the Planned Maintenance module

The Asset Readings category has been hard coded so that asset readings work orders cannot be closed until an asset reading has been entered. Users are able to add Meter data on a work order by clicking the asset’s ID or Tag ID link, which will open the asset’s meter modal. 

Creating an Asset Meter

Asset Meters are created at the Asset Type level. Therefore all assets of the specified type will have the same Asset Meter attached to them. If there are assets under a specified asset type that you do not want a meter attached to then a secondary asset type category will need to be created and assets moved to that asset type. 

⦿ How to Create an Asset Meter
  1. Navigate to Assets (Equipment) > Manage Asset Types.
    Manage Asset Types item in the hamburger menu
  2. On the list of asset types, select the asset type you need to add meters to.
    List of asset typesThe asset type details page opens.
  3. Under asset attributes, click the Add Meter button.
    Add Meter button on the asset type details page
  4. In the Add Asset Type Meter overlay that opens, do the following:
    1. Give the meter a unique name
    2. Select the unit of measure from the drop-down menu
    3. Set the max value that can be entered
    4. If technicians will be permitted to enter data on work orders for the asset, check the box next to Edit on WO
    5. Add Notes if needed
      Overlay for creating an asset type meter
  5. Click Add Meter to complete the process.

The Fork Lift Type a Battery Charge meter has been added to the Asset Type Meters section for the asset type.

Section with asset type meters on the asset type details page

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