Creating Assets

Step 1
Select "Assets" from the left hand menu to view your asset management area.

Step 2
Here's where you can review information about your existing assets, or create new ones.

Step 3
Click "Create Asset" to start adding new assets.

Step 4
Choose your creation method. You can create individual assets by stepping through the form on the Single Asset tab, or use the Bulk Upload option for a faster upload of multiple assets.

Step 5
On the Bulk Upload tab, click "Download Template" and select the template you need (General or Legionella). Fill in the relevant information.

Step 6
Click "Upload File" after filling out your asset template.

Step 7
Review the upload preview. If there are any errors detected with the upload, you won't be able to continue.

Step 8
Check the error messages. You'll be given an error message for any issues with your data, for example if a Location doesn't exist within this Organisation.

Step 9
Fix small errors like Location easily in the preview table by using the dropdown next to the affected asset.

Step 10
Select the correct location for the asset from the dropdown list.

Step 11
Click "Create [X] Assets" to finalise the bulk upload, where [X] is the number of assets being created.

Step 12
You'll see a success message confirming your assets have been created and added.

Step 13
Browse through your newly created assets in the Assets table.

Step 14
Click on the asset name to see more detailed information about the asset.

Step 15
Review the information associated with the asset such as its location, and the properties you're tracking on that asset.