Create an Asset

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to create or duplicate an asset in the MaintainX web and mobile applications, and describes asset form fields.

tip

You can also import asset data into MaintainX to create assets in bulk. This is useful when you need to create many assets quickly, or you have existing asset data exported from another system. For example, an enterprise resource planning (ERP) or enterprise asset management (EAM) system. For details, see Asset Imports.

Create an Asset

Web

1. From the sidebar, select Assets.
2. Select + New Asset.
3. Enter a name and any additional properties for the asset. See Asset Form Fields for details.
4. Select Create.

The new asset appears in the Assets list of your organization.

If your plan includes the asset status feature, by default, the status for a new asset is Online. You can edit the asset to change its status. For more information, see Edit an Asset.

Naming Conventions

We recommend implementing a consistent naming convention for your assets. It should be concise and simple to organize. Using consistent naming conventions across your entire organization establishes an efficient way to find assets.

Mobile

1. From the MaintainX mobile application, do one of the following to access the Assets module:

   • From the Overview screen, select + Create then Asset.
   • From the bottom navigation bar, select Assets then + New Asset.

2. Enter a name and any additional properties for the asset. See Asset Form Fields for details.

3. Select Create.

After you create a new asset, its Details page appears. You can:

• Add your asset to a work order by selecting Use in New Work Order.
• Select Assets to go back to your assets list.

If your plan includes the asset status feature, by default, the status for a new asset is Online. You can edit the asset to change its status. For more information, see Edit an Asset.

Naming Conventions

We recommend implementing a consistent naming convention for your assets. It should be concise and simple to organize. Using consistent naming conventions across your entire organization establishes an efficient way to find assets.

Duplicate an Asset

Another way to create an asset is to duplicate one that already exists.

Web

1. From the sidebar, select Assets.
2. In the Assets list, select the asset you want to duplicate.
3. On the Asset details page, select (more options).
4. Select Copy to New Asset.
5. When prompted, select Confirm to create a copy of the asset.
6. The duplicated asset opens on the Edit page, allowing you to edit the asset. You can verify the information or edit the information.
7. To save the asset, select Update.

After you create the asset, it appears in the Assets list with the name Copy - <ASSET NAME>. You can edit its name. For more information, see Edit an Asset.

Mobile

1. From the bottom navigation bar, select Assets.
2. Select the asset you want to duplicate.
3. Select (More options).
4. Select Copy to New Asset.
5. When prompted, select Copy Asset to confirm the creation of the copy.

After you create a new asset, its Details appears.

You can:

• Verify the information.
• Edit the duplicated asset to change the default name. For more information about how to edit an asset, see Edit an Asset.
• Add the duplicated asset to a work order. Select Use in New Work Order.
• Select Assets to go back to the assets list.

note

You cannot duplicate deleted assets, but you can restore them and then duplicate them. For more information, see Restore a Deleted Asset.

Asset Form Fields

Assets form fields define the properties of an asset. The following table describes each of the fields in the asset form.

Field	Description
Name	The name of the asset. It can be up to 255 characters long. You cannot create an asset without a name.
Pictures	Attach or drag photos of the asset. In the mobile app, you can take photos with your device’s camera, or choose existing photos on the device. In the web app, you can choose any photos on your computer.
Files	Attach photos or files to the asset. In the mobile app, you can choose existing files or photos on your device. In the web app, you can choose any files or photos on your computer.
Location	The location associated with the asset. This is a MaintainX entity that represents a physical place. For example, a facility, or a building in a compound facility. You can create new locations from the asset form.
Criticality	How critical the asset is to your organization. You can set this to Critical, Important, or Normal.
Description	A short description of the asset. It can be up to 4096 characters long (roughly 500 to 700 words). Make sure to include all the relevant details for the asset.
Serial number	The serial identification number of the asset. Serial number is a custom field that appears in the asset form by default. For more information, see Create a New Custom Field.
Model	The model name or model number of the asset. Model is a custom field that appears in the asset form by default. For more information, see Create a New Custom Field.
Manufacturer	The name of the manufacturer of the asset. Manufacturer is a custom field that appears in the asset form by default. For more information, see Create a New Custom Field.
Year	The model year of the asset. Year is a custom field that appears in the asset form by default. For more information, see Create a New Custom Field.
Teams in charge	You can assign teams from your organization to the asset. That indicates that those teams are responsible for taking care of the asset's maintenance.
QR Code/Barcode	Barcode or QR Code used to identify the asset. You can enter the alphanumeric code manually or generate the code. In the mobile app, you can scan the code to add it to the asset. For more information, see About QR codes and Barcodes.
Asset Type	A text field to label the assets into types. This field can be used for filtering and reporting. For more information about Asset type, see About Assets.
Vendors	The name of the vendor(s) associated with the asset. You can choose any vendor(s) you created in your organization through the Vendors module.
Parts	One or more parts that assets require to be operational. You can choose from the available parts in your organization.
Parent Asset	Specify a parent asset for this asset. This asset becomes a sub-asset of the parent. For more information, see About Asset Hierarchies.