Adding/Editing Assets

This article will explain how you can edit assets and how you can add/create new assets.

First, navigate to the Browse screen.

Editing Assets

To edit an asset, choose an asset by tapping on Select Asset and then tap on the pencil icon on the right of the asset card.

This will bring up the Edit Asset screen.  Make your edits by changing the necessary fields.  Tap Done when you are finished editing.

A - Name
Enter the name of the asset here.

B - Make
Enter the make of the asset here (if you know it).

C - Model
Enter the model of the asset here (if you know it).

D - Serial Number
Manually enter the serial number of the asset here (if you know it), or tap the scan icon on the right to scan the barcode of the asset and retrieve the serial number automatically.  This feature ensures that you will not be prone to human error and possibly mistype the serial number.

E - Category
Select from a list of asset categories.  This field is very important so make sure you select the most accurate asset category here.  Use the search function at the top to help you find the best category.  If the category you are looking for is not in the list, please contact our then BuiltSpace administrator at your company.

F - Description
Enter a description for the asset.

G- Space(s) / Service Space(s)
Select one or more spaces.
The first field (Space), determines the physical location(s) of the asset.
The second field, Service Space, determines which space(s) are being serviced by this asset.

Adding new Assets

If you cannot an asset, or if it hasn't been added to the system yet, you can easily create it yourself directly from the app.

To do this, simply tap on Select Asset or the change asset area if you've already selected a different asset.

If you haven't selected an asset yet, simply tap "Select Asset" where you will have the ability to create a new asset.

OR:

Tap anywhere on the white area to "change" the currently selected asset and create a new one.

You will be presented with the following screen.  Use the search function at the top to ensure that the asset you want to add isn't in the system yet.  Once you have confirmed that the asset doesn't exist, simply tap the New button in the bottom-right corner to launch the form that will allow you to create a new asset.

Fill out the required fields and tap Done when you are finished.  In this example, we are going to create a new asset called "Demo New Asset".

A - Name
Enter the name of the asset here.

B - Make
Enter the make of the asset here (if you know it).

C - Model
Enter the model of the asset here (if you know it).

D - Serial Number
Manually enter the serial number of the asset here (if you know it), or tap the scan icon on the right to scan the barcode of the asset and retrieve the serial number automatically.  This feature ensures that you will not be prone to human error and possibly mistype the serial number.

E - Category
Select from a list of asset categories.  This field is very important so make sure you select the most accurate asset category here.  Use the search function at the top to help you find the best category.  If the category you are looking for is not in the list, please contact our support team and we can guide you.

F - Description
Enter a description for the asset.

G- Space(s) / Service Space(s)
Select one or more spaces.
The first field, Space, determines the physical location of the asset.
The second field (Service Space), determines which space(s) are being serviced by this asset.

After you tap Done, our new asset will be created and you will be able to select it from your list of assets in that building.

Our newly created asset "Demo New Asset" will be immediately selectable and you will be able to start performing work on it right away.