Skip to main content

Asset Types

Define asset categories to organize your equipment, devices, and facilities. Each asset type can have custom properties to capture specific information.

Quick Summary

Go to Settings → Asset Type to create categories for your assets with custom fields.

Before You Begin​

Requirements
  • You need an active subscription
  • You must have permission to manage asset types

Accessing Asset Types​

  1. Click the Settings () icon at the bottom of the sidebar
  2. Under Asset Management, click Asset Type
  3. The asset type management page displays

Understanding Asset Types​

Asset types help you:

  • Categorize equipment by function (HVAC, Electrical, Plumbing)
  • Define custom fields specific to each category
  • Standardize data collection across your organization
  • Filter and report on assets by type

Examples of Asset Types​

Asset TypeUse CaseCustom Properties
HVAC UnitAir conditioners, heatersCapacity, Filter size, Refrigerant type
ElevatorBuilding elevatorsCapacity, Last inspection, Manufacturer
Fire ExtinguisherSafety equipmentType, Expiry date, Location code
GeneratorBackup powerFuel type, Capacity, Runtime hours

Creating an Asset Type​

Step 1: Open the Create Dialog​

  1. Click the Create Asset Type button
  2. The asset type form opens

Step 2: Enter Basic Information​

FieldRequiredDescription
NameYesName for this category (max 128 characters, e.g., "HVAC Unit")
DescriptionNoDescription of your asset type (max 256 characters, e.g., "Asset type to monitor the air quality")

Step 3: Add Custom Properties​

Custom properties let you capture type-specific information:

  1. Click Add Property
  2. Enter the property name (e.g., "Capacity")
  3. Select the property type:
    • Text — Free-form text entry
    • Number — Numeric values
    • Date — Date picker
    • Select — Dropdown with predefined options
  4. Configure additional options if needed
  5. Repeat for each property

Step 4: Save the Asset Type​

  1. Review your settings
  2. Click Save
Success

Your new asset type is now available when creating assets.

Managing Asset Types​

View All Asset Types​

The asset types list shows:

  • Type name
  • Number of custom properties
  • Created/Updated date

Edit an Asset Type​

  1. Find the asset type in the list
  2. Click to open the edit dialog
  3. Modify the name or properties
  4. Click Save
caution

Editing an asset type affects how existing assets display their data. Removing properties may hide existing data.

View Asset Type Details​

You can also access asset type settings via URL:

  • Navigate to a specific type using ?assetTypeId=[id] in the URL

Custom Properties Reference​

Property Types​

TypeBest ForExample
TextNames, descriptions, serial numbersModel: "XYZ-2000"
NumberQuantities, measurementsCapacity: 5000
DateWarranties, inspectionsLast Service: 2024-01-15
SelectFixed optionsStatus: Active/Inactive

Property Options​

For Select-type properties, define the available choices:

  1. Add the property as type "Select"
  2. Enter each option value
  3. Users will see a dropdown when editing assets

Real-World Examples​

Example 1: HVAC Equipment Type​

Situation: You manage multiple air conditioning units across buildings.

Solution:

  1. Go to Settings → Asset Type
  2. Click Create Asset Type
  3. Enter name: "HVAC Unit"
  4. Add custom properties:
    • Capacity (Number) — BTU rating
    • Filter Size (Text) — Filter dimensions
    • Refrigerant Type (Select) — R-410A, R-22, R-32
    • Last Service Date (Date)
  5. Click Save

Result: When adding HVAC assets, users see these specific fields.

Example 2: Fire Safety Equipment​

Situation: You need to track fire extinguishers with inspection dates.

Solution:

  1. Create asset type: "Fire Extinguisher"
  2. Add properties:
    • Type (Select) — ABC, CO2, Water
    • Expiry Date (Date)
    • Inspection Due (Date)
    • Location Code (Text)
  3. Save the asset type

Result: All fire safety equipment is tracked with compliance dates.

Example 3: IT Equipment​

Situation: Your IT team needs to track computers and servers.

Solution:

  1. Create asset type: "Computer / Server"
  2. Add properties:
    • Serial Number (Text)
    • RAM (Number) — in GB
    • Storage (Number) — in TB
    • OS Version (Text)
    • Warranty End (Date)
  3. Save the asset type

Result: IT assets are cataloged with technical specifications.

Using Asset Types​

When Creating Assets​

  1. Go to Assets → Create Asset
  2. Select the Asset Type from the dropdown
  3. The form displays custom properties for that type
  4. Fill in the standard and custom fields
  5. Save the asset

Filtering by Asset Type​

  1. Go to Assets
  2. Use the Asset Type filter
  3. View only assets of that category

Troubleshooting​

Can't Create Asset Type​

IssueCauseSolution
Button disabledRead-only modeCheck subscription status
Permission deniedMissing permissionsContact your admin

Custom Properties Not Showing​

IssueCauseSolution
Properties missing on assetWrong asset type selectedVerify the asset type
New property not visibleBrowser cacheRefresh the page

Need help? Contact Infodeck Support

Was this page helpful?