Asset Management Tools – 3 of 3

The Asset Updater is a very powerful tool that can update all assets sharing the same Asset Classification in a single step. The Asset Updater tool is commonly used to apply an icon or photo to all assets sharing a classification, but the tool can also be used to add specifications, or even apply defined estimated labor/material or PMs.

As an example, let’s imagine an organization that manages a fleet of Delivery Trucks, all tied to a “TRUCK-DEL” Asset Classification.

Let’s apply a new icon and photo:

  • Open the Asset Classification Module and find the desired record (TRUCK-DEL in our example).
  • Use the option available to change the icon:

  • Then use the option in the lower right of the page to apply a photo.

  • To apply these changes to all assets sharing this classification, select the Update Assets Button at the bottom of the page (or select “Tools->Asset Updater Using Classifications” from the Menu Bar).

  • In the Asset Updater Tool:
  1. Ensure the correct Classification is listed in the Classification Field at the top of the dialog. If you accessed the tool from the Classification Record, the correct value will be populated. Otherwise, you will need to select the correct record from the available dropdown.
  2. Check the indicators to Update Icon and Update Photo.

  • When you have checked to ensure that the correct updates are specified, click the Save Button at the bottom of the dialog. Once records have been updated, a message will appear:

This update would result in the following icon update in the Asset Tree:

The new photo would be displayed on the asset records, on reports as specified, and on the Service Requester Status Details Page:

Cautionary Notes:

  • It is very important to ensure you are filtering to the correct Classification Record, unless you are intentionally updating all assets. For updates to specific classifications, it is a good idea to access the tool from the Classification Record, to ensure that the correct record is specified. In all cases, be sure to verify the correct Classification is identified in the field at the top of the dialog. It should be noted that this tool updates all locations in your asset tree, regardless of any location specified:

  • The options on the right side of the dialog are especially powerful (and thus more dangerous if not done correctlyJ). For example, you can add specifications to an Asset Classification Record and then “add or merge” them onto all assets. For example, a specification for CAPACITY could be added to the above classification record and then propagated to all assets, allowing the load capacity to be identified for each Delivery Truck.

Note: Never hesitate to contact Maintenance Connection Support for assistance when using this tool!


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