How to create an asset with a template?

  • Updated

Roles: Administrator & Employee | Interface: Web

ON!Track allows you to create and use asset templates, simplifying the management of your asset fleet. A template can be associated with multiple assets with similar attributes, including manufacturer, model, image, and description. Utilizing templates helps you maintain consistency and efficiency throughout your assets.

Instructions:

  • Click the assets, then select "+" to add the asset.

  • You can start filling out the details to create an asset.
    • Enter the asset details.
    • Enter the additional information.
      • Add services if the asset requires them (Optional selection).
      • Select the service from the dropdown, enter the status, and the next service date, and click "Assign."
      • Here you can view the service and its details.
  • Scroll down to drag and drop a file, or click to browse and upload any file and optional notes. Check the asset costs and click on "Complete".
  • The asset is successfully created.
  • You can view the asset in the Asset List.

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If you want to add an asset template under the Administration Tab, you can check: How to add an asset template under the administration tab?

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?

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