Manage how assets and asset tags are configured and organized within your organization. Administrator access is required.
👍 This article will help you:
Manage asset category and asset type designations across your buildings
Expand your asset data model by creating custom asset attributes
Manage asset tag categories for asset location services and analytics
To access Asset Management, go to Settings on the left side menu, then Asset Management.
Overview
Atrius organizes assets so that it's easy to filter tables and apps, and configure dashboards:
Asset category is the highest level classification for an asset.
Asset type is the level below asset category. Each asset type belongs to a single asset category.
Finally, there is the asset itself. Assets may optionally have an asset category and asset type.
Asset tag categories provide logical groupings for asset tags that are used for people and asset location services and analytics:
Asset tag category is the highest level classification for an asset tag.
Asset tag sub-category is the level below asset tag category. Each asset tag sub-category belongs to a single asset tag category.
Finally, there is the asset tag itself. Asset tags may optionally have an asset tag category and asset tag sub-category.
By appropriately categorizing your assets and asset tags, you can ensure that Atrius users get the most out of its asset management, location services, and analytics capabilities.
Asset Types
Add an asset type
To add an asset type, select the 'Add an asset type' button.
In the modal window, you can make the following selections:
Field | Description |
Asset category | Select from the standard asset categories provided by Atrius. |
Asset type | Enter a unique name for the asset type. |
Scope | For partner administrators only, select a scope to determine whether this asset type will be listed under the selected organization or across all organizations of the selected partner. |
Default asset photo (optional) | If a default asset photo is uploaded, then all assets that belong to this asset type will use this photo by default. Asset photos may still be customized for individual assets on the asset Profile. |
Above: A new asset type called 'Chiller' is created exclusively for the organization 'Brick'. Since no asset photo has been provided, the default asset photo will be used for all assets of this type.
Add or edit custom attributes
Asset types impart their attributes, or "fields", to their associated assets. This allows you to expand your organization's asset data model by creating custom attributes for a given asset type. Asset attributes display on an asset's Profile.
To add or edit custom attributes for an asset type, select the dropdown menu on that row, then select 'Edit custom attributes'. In the modal window, you can perform the following actions:
Add or rearrange new custom attributes
Add or rearrange new sections
Rearrange standard attributes or sections
To add a new attribute to a section, select 'Add a field':
Field | Description |
Field name | Enter an input field name. |
Field type | Select an input field type based on the information you want to solicit: text input, text input (multi-line), numeric input, date input, dropdown list, or URL. |
Unit label (optional) | Enter a label to be appended at the end of the input field. |
Tooltip (optional) | Enter a description to be displayed in a tooltip alongside the input field label. |
Validation | Specify whether the field is optional or required. |
Above: A required custom attribute called 'Version' has been added to the asset type.
To add a new section, select 'Add a section'. Enter a section title. Optionally, to display information immediately below the title, select 'Add a help banner'.
Standard and custom attributes or sections that can be rearranged are denoted by an icon on the left side of the attribute name or section title. Custom attributes are editable; you can edit a custom attribute by selecting the "pencil" icon, or delete a custom attribute by selecting the "trash" icon.
To rearrange an attribute or section, hover over the attribute field or section card, then drag and drop it to a new location. Attributes and sections may be "dropped" in the space above and below other attributes and sections; as you move them, these spaces will highlight to indicate that the attribute or section can be placed there.
Standard attributes that may not be rearranged are: Asset name, Asset category, Asset type, Asset photo, Description, Default dashboard, Status, Building, Space, Asset tag, Vendor asset ID.
❗️Warning
Once an attribute or section has been added, edited, or deleted, the change is automatically applied to all assets of the associated asset type. This action cannot be undone.
Asset Categories
This table displays all standard asset categories provided by Atrius, and the number of assets associated with each asset category. Users may only add new asset types to an existing asset category.
Asset Tag Categories
To add an asset tag category, select the 'Add a tag category' button.
In the modal window, you can make the following selections:
Field | Description |
Name | Enter a unique name for the tag category. |
Tag type ID (optional) | Tag type ID is an identifier that links an asset tag to an asset tag category. Any newly created asset tags that use this ID will be automatically named according to the asset category's name. |
Icon | Select an icon to represent asset tags that belong to this tag category in map-based visualizations. |
Description (optional) | Enter an optional description. |
Sub-categories (optional) | Sub-categories may be provided to improve filter and search capabilities for finding and visualizing particular kinds of assets. |
Above: Shopping carts are outfitted with asset tags. To identify different kinds of shopping carts, sub-categories of 'Compact' and 'Full-size' are also added.
❗️Warning
Removed sub-categories will be unassigned from their associated asset tags.