Asset Type — Create & Manage Equipment Categories

Guide for creating and managing asset type categories for organizing machines and linking workflows.

Overview

The Asset Type page in the Work Assist module enables users to create, organize, and manage different categories of equipment or machines. Each Asset Type acts as a parent classification for assets (machines, tools, or systems) used in production or maintenance processes. This section helps teams link specific workflows, jobs, and resources to similar types of assets for consistency and easy tracking.

Steps to Create a New Asset Type

1

Open Assets

Open Work Assist → Assets from the left menu.

2

Add Asset Type

Under Choose Asset Type, click the ➕ (Add) button.

3

Fill the form

Fill in the form fields as shown in the modal:

• Asset Type Name* — Enter a clear and recognizable category name (e.g., Hydraulic Press Type).

• SKU* — Provide a unique identifier or model code for internal reference.

• Asset Type Description — Write a short description that defines the machine type and its purpose.

• Select Template (Optional) — Choose a template to associate prebuilt workflows or configurations.

• Image — Upload an image representing the machine type for quick visual identification.

4

Save

Click Save to add the new Asset Type to the list.

Viewing Asset Type Details

Once an Asset Type is created, you can view its details in the Asset Type Information panel on the right side of the page. This section displays key attributes and provides access to editing and QR code generation.

The information panel includes:

• Model Name — Displays the asset type name.

• SKU — Shows the model identifier or code.

• Description — Explains the asset type’s use or purpose.

• Image — Displays the uploaded image for quick visual recognition.

• View QR — Generates a QR code for easy linking in AR workflows.

• Edit — Opens the asset type form for updates.

Asset Type Relationships

Every Asset Type can contain multiple assets (individual machines). Each linked asset inherits workflows, resources, and configurations defined at the asset type level. This ensures consistency in instructions and documentation across similar equipment models.

Notes

Tip: Use clear naming conventions for all Asset Types (e.g., “Hydraulic Press Type HP200” or “Assembly Robot Type AR-5”).

Note: If an Asset Type contains active assets or linked workflows, it cannot be deleted until those dependencies are removed or reassigned.

Example Use Case

Example: A factory supervisor creates an Asset Type named “Hydraulic Press Type — HP200 Series.” The SKU “HP200” is assigned, and a brief description—“Used for sheet metal forming and press operations”—is added. A reference image of the press is uploaded. This Asset Type is then linked with multiple “Hydraulic Press” assets, ensuring all machines share the same maintenance workflows and inspection templates.

Best Practices

• Maintain standardized naming for all Asset Types for easy filtering and reporting.

• Always upload a clear, front-facing image of the equipment for fast identification.

• Link templates early to ensure consistency in workflows across similar machines.

• Use detailed descriptions for better documentation compliance and traceability.