How to add an asset template under the administration tab?

  • Updated

Roles: Administrator & Employee | Interface: Web

ON!Track enables you to create and utilize asset templates, streamlining the management of your asset fleet. A template can be linked to multiple assets with common attributes, such as manufacturer, model, image, and description. By using templates, you can ensure consistency and efficiency across your assets.

There are two types of Asset Templates available:

  • Global Templates: Provided by Hilti for general use.
  • Local Templates: Custom templates created by you to meet specific needs.

You can create Local Templates through the following workflows:

  • Add template workflow under the administration tab in the asset templates section.
  • Add asset workflow, if you provide values for the manufacturer and model.
  • Asset import workflow, if you provide values for manufacturer and model

This documentation will guide you through the process of creating a template workflow under the administration tab in the asset templates section, helping you make the most of ON!Track's capabilities.

Instructions:

  • You can access the hierarchy tab under 'Administration'-->Assets--> Templates.

  • Fill out the Asset template details and click on "Complete".

  • To add a service, click on "Manage Service" and then select "Assign Service."

  • Select the service you want and click "Assign."

  • One service has now been added to the template. Click "Complete" to finish.

  • Now the newly added asset template will be available in the list.

line 2.png

If you want to add an asset template when creating an asset, you can check:  How to add an asset template when creating an asset?

If you want to add an asset template with asset import, you can check: How to add an asset template with asset import?

Related to

Was this article helpful?

0 out of 0 found this helpful