View Assets

availability

Feature availability by platform, plan type, and user type

Platform:	AvailableWebAvailableMobile
Plan Type:	AvailableBasicAvailableEssentialAvailablePremiumAvailableEnterprise
User Type:	Not availableRequesterAvailableFull UserAvailableAdministrator

The Assets module in MaintainX® gives you flexible ways to view and filter your assets.

• Switch between different views to browse your asset list: View Assets in the Web App
• Open an asset to see insights, details, and history for that asset: Exploring the Asset Page
• Apply filters to control which assets appear in your list: Filtering Assets
• View work order trends and a full list of work orders associated with an asset: View an Asset's Work Order History

For more information on what assets are and how they work, see About Assets.

View Assets in the Web App

The MaintainX web app has two viewing options for assets: Panel and Table. The MaintainX mobile app only supports a list view of assets.

Panel View

The Panel view shows a list of assets and details about the selected asset side by side.

To access the panel view:

1. From the sidebar, select Assets.
2. In the Assets module, select the (Panel View) icon to switch to the Panel view.

The list shows the assets in your organization.

• Use the Sort By option to choose how you want to see your assets listed.
• Select an asset from the list to open the asset's page on the right.

Table View

The Table view is a compact table of assets and asset form fields. It gives you an overview of the assets in your organization. You can also use it to bulk-edit assets (see Bulk Edit Assets).

note

In Table View, all your organization's assets appear in the same flat list. If your plan includes parent and sub-assets (see Asset Hierarchies), sub-assets are not grouped with their parent assets.

To access the table view:

1. From the sidebar, select Assets.

2. In the Assets module, select the (Table View) icon to switch to the Table view.

3. Select (Settings) for more options.

   Option	Description
   Results per page	The number of assets to display per page.
   Show deleted Assets	Toggle this option on to show deleted assets in the table view. Rows for deleted assets are highlighted.
   Column options	Change the order of columns by dragging the (reorder) icon. Select the X icon to remove columns from the table.
   Select a column to add	Select the dropdown to show the list of additional columns you can add. Select a column name to add the column to the table.

   When you're finished making changes, select Apply.

Explore the Asset Page

When you select an asset from the list, the asset's page opens. Each asset has its own sections and tabs where you can view information about that asset and take actions.

For every asset you'll see the following in the asset header section:

The asset header section

• Asset name: The name of the asset, with a link icon to copy a direct URL to this asset.

• Installation note (if applicable): For assets installed from an Asset Package, the package source is shown below the name.

• Ask MX Assist button (Enterprise plans only): Opens MaintainX Assist for this asset, so you can ask questions, get recommendations, and surface relevant manuals or procedures.

• Edit button: Opens the asset form to update the asset's details.

• More options menu: Select (more options) to access additional additional actions such as:

  • Copy to a new asset
  • Use the asset in a new meter
  • Download a history of changes to the asset
  • Delete the asset

• Insights, Details, and History tabs: Select these tabs to learn more about the asset.

Insights

The Insights tab is the default view and the first section you see when you open an asset. It gives you a real-time snapshot of the asset's current state and recent maintenance activity.

Section	Description	Key Actions
Status	Shows the asset's current operational status: Online, Offline, or Do Not Track. Displays who last changed the status and when.	Select a status to update the asset's current status. Select See More to view status history. For more information, see Asset Status.
Work Order History	Displays a bar chart of work order activity over a configurable date range, followed by a list of recent work orders showing title, assignee, status, type, priority, and associated asset.	For more information, see View an Asset's Work Order History. Select Use in New Work Order to create a linked work order.
Root Cause Analysis (Enterprise plans only)	Lists all root cause analysis (RCA) reports created for this asset. Shows an empty state if no reports exist yet.	Select + Create New to start a new RCA report. For more information, see Root Cause Analysis

Details

The Details tab contains the asset's full configuration, reference information, and everything connected to the asset.

Section	Description	Key Actions
Work Order Templates	If there are work order templates linked to the asset, shows the number of linked templates.	Select to view or manage templates. For more information, see About Work Order Templates.
Description	A description of the asset, capturing its purpose, scope, or any important context for your team.	The description can be up to 4096 characters long (500 to 700 words).
Pictures	Photos of the asset for visual reference.	Attach 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.
Manufacturer & Model	Adding these enables MaintainX Assist to recommend manuals, procedures, parts, and more.	If there is no manufacturer or model specified, a prompt appears to add these details. For more information, see Manage Asset Manuals with MaintainX Assist.
Teams in Charge	The team responsible for maintaining this asset.	An asset can be assigned to multiple teams. For more information, see Create and Manage Teams.
Asset Types	The category or type labels assigned to this asset. An asset can have more than one type.	Select Edit then use the dropdown to add or change the asset's types. For more information, see About Assets.
QR Code/Barcode	A unique QR code for this asset. Scan it to quickly pull up the asset in MaintainX. The alphanumeric code value is also shown for manual reference.	Select the code to view a larger version, or copy the alphanumeric value. For more information, see About QR Codes and Barcodes.
Location	The physical location of this asset.	Select Edit then use the dropdown to change the asset's location, or create a new one. For more information, see About Locations.
Criticality	This asset's criticality level: Critical, Important, or Normal.	Select Edit then use the dropdown to change the asset's criticality level. For more information, see Criticality.
Sub-Assets	Child assets linked to this asset, each shown with their current status.	Select Create Sub-Asset to add a new one, or See all to view the full list. For more information, see About Asset Hierarchies.
Parts	Parts associated with this asset.	Select a part listed here to view Details and History for that part. For more information, see About Parts.
Vendors	Vendors linked to this asset.	Select Edit to add or change the vendor associated with the asset. For more information, see About Vendors.
Automations	Meter-based automations configured for this asset.	If a meter hasn't been added yet, a prompt appears to add one and enable automations. For more information, see About Automations.

History

The History tab provides a chronological audit trail of significant actions taken on the asset. Each entry shows:

• The user's profile picture and name
• The date and time of the action
• A description of what occurred

Actions logged in the History tab include:

• The asset's creator and creation date
• Changing the asset's location
• Changing the asset's manufacturer
• Creating and completing a root cause analysis report.

Filter Assets

Use filters to control which assets appear in the Assets module. You can filter by most asset properties. For example, to only see assets with a specific status or type.

Add a Filter

Web

1. Select + Add Filter.

2. Choose an asset field from the list. The field is added to the filter bar.

3. Select the new field to open its filter options.

4. Choose a filter condition. The condition determines what makes an asset match the filter.

   Condition	Description	Notes
   One of	Finds assets where the filter field matches one or more values that you specify.	Use this to include specific assets in the view.
   None of	Finds assets where the filter field does not match any of the values that you specify.	Use this to exclude specific assets from the view.
   Is empty	Finds assets where the filter field has no value.	Use this to find assets that are missing data in a field.
   Is not empty	Finds assets where the filter field has a value.	Use this to find assets that have data populated in a field.

Select Reset to remove your filter criteria if needed.

Mobile

1. From the bottom navigation bar, select Assets.

2. Select the (Filter) icon to add a filter.

   note

   If there are active filters, a small dot appears on the filter icon.

3. In the Add Filter options, choose an asset field to display the Filter by options.

4. In the Filter by options, choose a filter condition. The condition determines what makes the asset match the filter.

   Condition	Description	Notes
   One of	Finds assets where the filter field matches one or more values that you specify.	Use this to include specific assets in the view.
   None of	Finds assets where the filter field does not match any of the values that you specify.	Use this to exclude specific assets from the view.
   Is empty	Finds assets where the filter field has no value.	Use this to find assets that are missing data in a field.
   Is not empty	Finds assets where the filter field has a value.	Use this to find assets that have data populated in a field.

5. Choose an asset field as a value.

6. Select Done to return to the Add Filter options. Add more filters as needed.

7. To apply your filter, select Apply.

Select Clear Filters to remove your filter criteria if needed.

tip

For optimal search using Asset Filters, we recommend including as much relevant information as possible to your asset form fields when you create assets. For more information, see Create an Asset.

Save Filters

availability

You can only save filters in the web app.

You can save the current filters in the Assets module as a preset that you can reuse later. By default, a saved filter is only available to you. When you save a filter, you can choose to make it visible to your whole organization.

1. Create a filter as described in Add a Filter.
2. In the filter toolbar, select Save Filters.
3. On the Save to my Filters page, enter a name for the new filter.
4. If you want to make the saved filter an organization-wide filter, select Make this filter visible organization wide.
5. Select Submit to save.

note

You can't change a filter after you save it. If you want to make an already saved filter visible to your whole organization, you have to recreate it and resave it as an organization-wide filter.

View an Asset's Work Order History

The Insights tab for any asset shows its work order history. You can see a list of work orders for maintenance on the asset, and a chart that shows the number of work orders created and completed in a specific date range.

To view an asset's work order history:

1. Select the asset whose work order history you want to see.
2. In the Insights tab, navigate to Work Order History.
3. Select the (Settings) icon to change the date range for the work order history.
4. Select the (Filters) icon to filter the work orders included in the work order history.
5. Select Apply to save the changes.

Work Order History Chart

The work order history chart shows the number of work orders created and completed in the date range.

• Hover over any dot in the chart to see the total number of work orders created and completed for that period.
• Select any dot in the chart to display a list of work orders for that specific period.
  • You can toggle the list between Created and Completed work orders.
  • Select any work order in the list to view its details.

Work Order History List

The asset's work order history list shows all of the work orders for the asset in the date range, after any filters are applied.

• Select any work order to view its details.
• If there are too many work orders to fit on the page, select Show More.