Prerequisites:
-
You have set up a
checklist.
Step 1:
To create your first Asset Type, you can click on the "Asset Types" navigation bar item, found on the left beneath the "Job Types" navigation bar item.
This will take you to the following screen.
To begin, click on the
+ Asset Type
button located at the top right-hand corner of the screen.
Step 2:
Fill in all the Asset Type details.
Enter a name for your Asset Type and select a Risk Level from the drop-down list.
Select the checklists applicable to the Asset Type.
Enforce checklists to be used in the order you have selected them if you wish to.
Complete the Custom Field details.
Select an Asset Group from the drop-down list provided.
Step 3:
Once you have completed all Asset Type details, simply click the
✓ Create Asset Type
button to save the Asset Type.
A list of all the Asset Types created will appear on the "Asset Types" screen as seen below.
You have now successfully created an Asset Type!