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Edit an Asset

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

This article describes how to edit an asset, bulk edit assets and update an asset’s status.

Edit Asset Fields​

  1. From the sidebar, select Assets.

  2. Select the asset you want to edit.

  3. On the asset details page, select Edit and then select Edit manually.

  4. In the asset form, edit the fields as needed.

    For details about asset form fields, see Asset Form Fields

  5. When ready, select Update.

The asset is updated.

Asset Form Fields​

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

FieldDescription
NameThe name of the asset. It can be up to 255 characters long.

You cannot create an asset without a name.
PicturesAttach or drag photos of the asset.

In the mobile application, you can take photos with your device’s camera or choose existing photos on the device.

In the web application, you can choose any photos on your computer.

Use MaintainX CoPilot to extract information from an asset's nameplate and fill in the asset details. For details, see Create an Asset.
FilesAttach photos or files to the asset.

In the mobile application, you can choose existing files or photos on your device.

In the web application, you can choose any files or photos on your computer:
  • Choose any files or photos on your computer.
  • Enable MaintainX CoPilot to query your asset's manuals. For details, see MaintainX CoPilot.
LocationThe 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.
CriticalityHow critical the asset is to your organization.

You can set this to Critical, Important, or Normal.
DescriptionA 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 numberThe 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.
YearThe 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.
ManufacturerThe name of the manufacturer of the asset.

Choose a manufacturer from the list. After you choose the manufacturer, you can choose from a list of available models in the Model field.

If you can't find the right manufacturer, type a name and select Create "[MANUFACTURER NAME]" to add it on the fly. MaintainX adds it to the asset as a custom field (see Customize Asset Fields). It won't appear in the manufacturers list when you create other assets.

If you install an asset package from the MaintainX Asset Hub, MaintainX adds the Manufacturer automatically.
ModelThe model name or model number of the asset. You must add a Manufacturer before you add the Model.

Choose a model from the list. The list of available models depends on the Manufacturer you chose.

If you can't find the right model, type the model name and select Create "[MODEL]" to add it on the fly. MaintainX adds it to the asset as a custom field (see Customize Asset Fields). It won't appear in the model list when you create other assets with the same manufacturer.

If you install an asset package from the MaintainX Asset Hub, MaintainX adds the Model automatically.
Teams in chargeYou 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/BarcodeBarcode 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 TypeA 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.
VendorsThe name of the vendors associated with the asset.

You can choose any vendors you created in your organization through the Vendors module.
PartsOne or more parts that assets require to be operational.

You can choose from the available parts in your organization.
Parent AssetSpecify a parent asset for this asset. This asset becomes a sub-asset of the parent.

For more information, see About Asset Hierarchies.

Asset Depreciation Fields​

If your plan includes asset depreciation, the asset form includes the following fields. For more information, see Asset Depreciation.

FieldDescriptionRequired?
Purchase PriceThe original cost of the asset.
Purchase DateThe date you purchased the asset.
Useful Life (Years)The number of years the asset is expected to be useful for.
Salvage ValueThe estimated residual value of the asset at the end of its useful life. Usually, a percentage of the purchase price.
Depreciation Start DateThe date when depreciation begins. Usually, after the Purchase Date. If you leave this field blank, MaintainX uses the Purchase Date in the depreciation calculation.

Bulk Edit Assets​

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You can only bulk edit assets in the web app. The fields you can bulk edit depend on your plan.

You can bulk edit assets to change fields such as Location, Criticality, and Status.

  1. From the sidebar, select Assets.

  2. Select (Split View) or (Table View).

  3. To select the assets you want to bulk edit:

    1. Hover over the icon of each asset you want to edit until a checkbox appears.
    2. Select the checkbox.

  4. Select the fields you want to edit, for example Location or Criticality.

  5. When prompted, select Confirm to edit the assets.

Update an Asset's Details with CoPilot​

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This feature is only available for Enterprise accounts with access to MaintainX CoPilot. For details, see MaintainX CoPilot.

You can update your asset details with CoPilot. Add a picture of your asset nameplate or specification sheet and MaintainX CoPilot will process and add the extracted information in the asset details.

  1. From the sidebar, select Assets.

  2. Select the asset you want to update.

  3. Select Edit.

  4. Go to the Pictures section, then select Import from picture. The Import from picture dialog opens.

  5. In the Import from picture dialog, attach a picture of the asset nameplate or specification sheet.

    CoPilot extracts the asset information from the picture and presents the information in a comparative view.

  6. Do any of the following:

    • Select Replace all to update the asset information with the newly extracted ones.
    • Select or deselect specific information.

  7. Select Update to add the extracted information to the assset details and close the Import from picture dialog.

    note

    A tag appears under the asset information extracted by MaintainX CoPilot.

    Screenshot showing a tag that appears on an asset field when CoPilot extracted it from a picture.
    Information extracted from nameplate

  8. Select Update to finalize the asset update.

Update an Asset's Status​

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Asset status is only available in Premium and Enterprise plans. For more information, contact your MaintainX Account Manager.

  1. From the sidebar, select Assets.

  2. Select the asset whose status you want to edit to display its details.

  3. On the asset details page, go to the Status & Reliability section and select a new status for the asset. The Update Asset Status dialog opens.

  4. When prompted, update the appropriate fields. These vary depending on whether you chose an Online, Offline, or Do Not Track status.

    For information about customizing asset statuses, see Asset Settings.

  5. Select Update Status.

The asset status is updated.