Adding / changing / confirming an asset
It might happen that an asset is either not filled in on the work order, or has been filled in incorrectly. In that case, you can add an asset or change the existing asset information. It is also possible to update the asset when you are temporarily offline.
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The Add / Change option is only available if the related order is not a planned maintenance (PPM) order. Sometimes, you might also want to check that you are working on the correct asset. In that case, the Confirm asset option is available for both Orders and Maintenance activities.
Procedure
1. On the Summary page, select the Assets block.
2. If there is no asset linked, select the plus icon on the right to add an asset.
3. On the details page, select the relevant asset from the list, or ...
4. … if you cannot find it in the list, enter (part of a ) search term in the Search field and confirm with Enter.
5. Select the relevant asset from the search results.
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Searching and selecting assets from the list is only possible if you are online.
6. If the asset you are looking for is not listed, you can also tap the scan QR code icon in the search bar to scan the asset code / tag.
7. You can also enter the asset code / asset tag by selecting the Enter manually button at the bottom of the screen. Fill in the asset code / asset tag and tap Submit.
On the Summary page > Assets block the latest asset information is displayed:
Screen capture of the Assets block with Change option
You are requested to refresh the Summary page to see the full asset information.
If you want to edit the asset information you can select Change asset and update the data as required. If you want to view any associated BIM models, select View BIM model(s). See Viewing an asset's BIM model for more information on viewing a BIM model in the app.
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If you need confirmation that you are working on the correct asset, select the Confirm asset action at the top of you screen.
Type or scan the asset code and tap the Check asset code button. A toast message shows whether the asset code matches or not.