Why do I need to create an asset form
Asset Forms collect data about a single asset, such as recording the last time a freezer was serviced and when the next service is due.
Before creating an asset form
Before creating an asset form, make sure you have built your asset groups and assets. Here's a quick guide to show you how:
How do I create an asset form
Head over to the Form Library under the Forms & Workflows section 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. freezers).
Choose your desired Completion Timestamps and Topics.
Click Create.
Now head over to the Questions tab to add questions.
From here you will be able to add questions or link your asset group properties. This will depend on what you are using your form for. Here's a guide to help you add questions to your form:
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 check, record, or request, allowing team members to update relevant properties and complete tasks.
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