You can add an asset record to a calendar or a smart board to update the asset properties. Please ensure that you have created asset properties for the assets before creating an asset record. Follow the steps below to create an asset record:
Go to the From Library in the configure portal.
Hit the Add Form button in the top right-hand corner.
Complete mandatory fields, including Name, Owner, and Department.
Set form type to Asset.
Select your desired Asset Group (e.g. Lift & Access Equipment), Completion Timestamps, and Topics.
Click Create.
Go to the Question tab, click Add Section, and select Asset Group Properties.
Click Link Property and pull through the predefined questions.
You can add a general section that allows additional questions to be included.
Once created, you can turn the asset form into a record, allowing team members to update relevant properties and complete tasks.
If the asset record is applied to a smart board, follow these steps to link the record:
Go to the board that needs the asset record.
Scroll down to the Workflow section.
Select 'Pre-Selected' in the Link Record field and choose the relevant record in the Record field.
