Creating an Asset

Available for user levels:

• Account Adminstrator
• Manager
• Standard User

Creating and managing your Assets and Alerts

Once you have your bottom three options completed (Registers, Requirements, Types), you can now create your assets. Below you’ll see how your Asset requirements will display against your Asset.

You will now see that your requirements are currently ‘Not Valid’. You can now award your requirement by pressing the blue tick icon. Once you have awarded the requirement, you can then click on the far-right blue document icon. You can now upload a document to your requirement, this can be a certificate or a picture, equipment or anything you want to attach. You can also add notes, set actions for the asset, add documents to the Asset record, Raise any asset specific Non Conformance reports, assign sub assets aswell as run audits against our Asset.

Should you need to, you can also add specific requirements related notes to each of your asset requirements and view the document history of the requirements by viewing these. 

Here, you will see that you can export this Asset as a PDF and set and manage ‘alerts’ for your asset. This will mean you can assign this asset to a group or an individual. This will be become important if you do not want all Account Admins to receive alerts for every asset in all registers.