Asset types

This article explains how to create asset types. It also describes the elements that are related to asset types. Asset types are used as general categories for assets. Examples include CNC machines, measuring equipment, and truck engines. Asset types are used to manage the maintenance job types (maintenance tasks), asset lifecycle states, counters, asset attributes, condition assessment templates, and asset models that can be selected for an asset. When you create an asset, you must specify the asset type.

For each asset type, variations of the asset type setup can be created. For example, if you have an asset type that is named Trucks, you can create variations of that asset type for different asset manufacturers and asset models. To each asset type setup, you can add the required spare parts and maintenance plans.

First, you set up the required asset types. Next, you create the asset models that should be related to the asset types. Finally, on the Asset type defaults page, you create all the variations of asset types that are required for your equipment.

Create an asset type

1. Select Asset management > Setup > Asset types > Asset types.

2. Select New to create an asset type.

3. In the Asset type field, enter an asset type ID.

4. In the Name field, enter a name.

5. In the Asset lifecycle model field, select an asset lifecycle model. For more information about asset lifecycle states and asset lifecycle models, see Asset lifecycle states.

6. Set the Total option to Yes if summarized key performance indicator (KPI) values should be calculated for assets that have this asset type.

7. Select Save.

8. On the Maintenance job types FastTab, select the maintenance job types that should be related to the asset type:

   • To select a maintenance job type, select it in the Maintenance job types remaining field, and then select the right arrow button to move it to the Maintenance job types selected section.
   • To select all available maintenance job types, select the button. All maintenance job types are transferred from the Maintenance job types remaining field to the Maintenance job types selected field.
   • To cancel the selection of a maintenance job type, select it in the Maintenance job types selected field, and then select the left arrow button to move it to the Maintenance job types remaining field.

9. You can also select the counters that should be related to the asset type. On the Counters FastTab, make your selections by using the methods that are described for maintenance job types in step 8. For more information about the setup of counters, see Counters.

10. You can also select the attribute types that should be related to the asset type. On the Attribute types FastTab, make your selections by using the methods that are described for maintenance job types in step 8. Then, to create the preferred sequence of attribute types, select an attribute type in the Attribute types selected field, and use the up arrow and down arrow buttons to move it. The sequence of attribute types will be shown on assets that use this asset type. For more information about asset attributes, see Maintenance attribute types.

    Note

    When you add new attribute types on the Attribute types FastTab, existing assets are automatically updated with that information.

11. You can also select the condition assessment templates that should be related to the asset type. On the Condition assessments FastTab, make your selections by using the methods that are described for maintenance job types in step 8. For more information about condition assessment templates and registrations, see Condition assessment.

12. The Asset model FastTab shows all the combinations of asset manufacturers and models that are set up on the selected asset type. To see the combinations divided according to manufacturer, select Asset model to open the Asset model page.

    On the Asset model page, you can add asset model–asset type relations. Additionally, on the Asset types page, you can add asset manufacturer–asset model relations directly to an asset type. Finally, on the Asset model page (Asset management > Setup > Assets > Asset model), you can create new asset manufacturer–asset model–asset type relations. Therefore, there are three ways to set up and edit asset manufacturer–asset model–asset type relations. All the available combinations are shown from different perspectives, and you can select your preferred point of entry when you work with the setup.

Note

• If you select counters on an asset type, the selections are automatically updated on the Counters page (Asset management > Setup > Assets > Asset types > Counters).
• The fields in the Details section on the General FastTab show the number of maintenance job types, counters, attributes, and so on, that are set up on the selected asset type.

Typically, work orders that are manually created are related to corrective maintenance, whereas work orders that are automatically created are related to preventive maintenance. When you manually create work orders, only the maintenance job types that are selected on the maintenance job types FastTab of the Asset types page can be used. However, automatically created work orders can use all the maintenance job types you create on the Maintenance job types page (Asset management > Setup > Jobs > Maintenance job types).

Create asset type setup lines

1. Select Asset management > Setup > Assets > Asset types > Asset type setup. Alternatively, select Asset management > Setup > Assets > Asset types > Asset types, select an asset type, and then select Asset type setup.

2. The first time that you use the Asset type setup page, you might find the Create combinations button useful. You can use this button to quickly create all combinations of an asset model on an asset type. Select Create combinations, select the asset type to create combinations for, and then select OK.

   Note

   If you won't use all the asset type setup combinations that were automatically created, you can delete a setup by selecting it and then selecting Delete.

3. Select New to manually create an asset type setup.

4. Depending on how specific the asset type setup should be, make selections in the Asset type, Manufacturer, and Model fields.

5. If a warranty agreement is related to the asset type, select the agreement in the Vendor warranty and Customer warranty fields.

6. On the Spare parts FastTab, select Add to add spare parts to the selected asset type setup.

7. To approve a spare part, select the spare part line, and then select Approve. You can select multiple lines for approval.

8. To see whether a spare part is used somewhere else in Asset Management (for example, in relation to assets and work orders), select the spare part line, and then select Item where used to open the Item where used page. To see all active spare parts in the list, select the Active check box. To see only approved spare parts, select the Approved check box.

9. On the Maintenance plans FastTab, select Add to add maintenance plans to the selected asset type setup.

10. To copy an asset type setup to another setup, you can use the Copy function. Select the asset type setup to copy a setup to, select Copy setup, and select the asset type setup to copy the setup from. The settings of the various options determine how much information is included. When you've finished, select OK to copy the setup.

Note

If you have many spare part lines and maintenance plan lines that you will reuse, the Copy function lets you quickly and easily set up data for many asset type setup combinations.

Spare parts on the asset type setup

As was described in the "Create asset type setup lines" section, spare parts are set up on asset models on the Asset type setup page. Therefore, when you open the Asset type setup page, you see only the spare parts that are related to the selected combination of an asset type, asset manufacturer, and asset model. To see a list of all spare part records, open the Spare parts page (Asset management > Inquiries > Spare parts).

On the Spare parts page, you can also create new spare parts for existing combinations of an asset type, asset manufacturer, and asset model. You can decide whether you prefer to create spare part records on the Asset type setup page or the Spare parts page. The Asset type setup page provides an overview of data on the selected combination of an asset type, asset manufacturer, and asset model, whereas the Spare parts page provides a complete overview of all asset type setup lines. If the Spare parts page contains many records, the Asset type setup page might give you a better overview.

To see whether the spare part on the selected line is used anywhere else in Asset Management (for example, in relation to assets and work orders), select Item where used to open Item where used page.