Create and Manage Assets

In the Assets tab, you can configure the asset categories, icons, and custom fields used for critical assets. These are visible in the Critical Asset pages: Facility, Equipment, and Supply Chain.

To manage or add new assets, including asset categories, icons, and custom fields, follow the instructions by expanding the headings below.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Assets tab, then click Assets on the left.

  3. Click Add Category.

    Add Category page showing asset category and icon fields.

  4. Enter the asset category details:

    • Category Type: Select an asset category type: Facility, Equipment, Supply Chain.

    • Category Icon: Select a predefined icon.

    • Category Name: Enter a name for the category.

  5. Click Add.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Assets tab, then click Assets on the left.

  3. Click the Actions button next to the appropriate category then select Edit from the menu.

    Categories & Icons page showing Actions menu with edit option.

  4. Edit any of the fields or the icon type then click Update.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Assets tab, then click Assets on the left.

  3. Click the Actions button next to the appropriate category then select Delete from the menu.

    Categories & Icons page showing Actions menu with delete option.

  4. Confirm the deletion.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Assets tab, then click Custom Fields on the left.

  3. Click Add Custom Field.

    Add Custom Field page showing category, field name, and type inputs.

  4. Enter the asset category details:

    • Category Type: Select an asset category type: Facility, Equipment, Supply Chain.

    • Category Icon: Enter the custom field name.

    • Category Name: Select the field type, for example Text Box or Date Range.

  5. Click Save.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Assets tab, then click Custom Fields on the left.

  3. Click the Actions button next to the appropriate category then select Edit from the menu.

    Custom showing Actions menu with edit option.

  4. Edit any of the fields then click Save.

  1. On the main menu, click Settings. The Portal Settings page opens.

  2. Click the Assets tab, then click Custom Fields on the left.

  3. Click the Actions button next to the appropriate category then select Delete from the menu.

    Custom showing Actions menu with delete option.

  4. Confirm the deletion.

Related Concepts

Critical Assets

Portal Settings

Assets Settings