How to Add a New Asset

In this guide, we'll walk through the process of adding a new asset to the platform.

Steps to Add a New Asset:

1. Log in to the platform using your credentials.

2. Navigate to the Assets module.

Creating a New Asset Type:

Before you can create a new asset, you need to set up an asset type. For example, you may have several assets like Elevator 1, Elevator 2, Elevator 3, etc. All of these elevators would belong to the same asset type, which in this case is "Elevator Type."

Ask yourself: "What type does this asset belong to?"

• If the asset belongs to an existing type, you can proceed to create the asset.

• If it’s a new type not yet in the system, you need to create the asset type first.

Here’s how to create a new asset type:

1. Click on Assets, then click on Asset Types.

2. You will see several types listed here, such as fire extinguisher, forklift, helmet, etc.

3. Click on Add Type.

4. Simply enter the type name (e.g., "Elevator Type").

That’s it! The new asset type is now created.

Creating the New Asset:

1. Once the asset type is set up, you can proceed to create a new asset.

2. Select the asset type you just added.

3. Enter the following details:

   • Name of the asset.

   • Expiration date (if applicable). Expiration is only relevant for items like fire extinguishers that have a specific expiration date.

   • Location of the asset.

Once you’ve entered all the necessary information, you can save and complete the asset creation.

[Video Tutorial] How to Add a New Asset