How to View Available Types of Assets in ServiceTrade
You can view all available Assets Types in your Account Settings.
- Provided Service Lines - Lists all the Assets Types available with the Service Lines you selected for your Account.
- Other Service Lines - Lists all the other Assets Types available in ServiceTrade.
The Image below will show you how to view all Asset Types.
I have too many Asset Type options in my Account
When adding Assets, you may notice that there are too many choices available, or you may be looking for an Asset type that you do not see available.
The choices displayed when adding a new Asset are currently controlled by the Service Lines enabled on your account.
To edit Account-level Service Lines, an Admin User must do the following:
- Click on My Account in the Navigation menu.
- Click on My Company.
- Click Edit
- Check or Uncheck any relevant Service lines that are listed under Provided Service Lines.
Is there a way to change the Asset type once an asset has already been created?
- Because each Asset type is totally custom (though they may have some number of similar fields, such as serial, make, model, etc), it is not possible to "convert" Assets from one type to another.
Can I just enable/disable Asset types one-by-one instead of by service line?
- Not at this time.
I want there to be different, more, or less fields on an existing Asset type.
- We may be able to help. Email email@example.com with as much detail as you can about what you wish to add, and what kind of field it should be (text, number, date, etc).
- Assets types are currently global (all users can use them). With this in mind, we almost certainly will not be able to remove an existing field at your request.
I don't see the Asset type I want.
You may propose a new asset type to firstname.lastname@example.org. We might be able to create a new one, subject to management approval. There are several factors that must be considered, including the fact that your proposed Asset Type will be visible to all ServiceTrade users.
Note: Asset proposals should include the following information:
- Desired Asset name and relevant Service Line.
- What each field should be named and what kind of field it should be.
- Whenever the possible choices are limited, use a "drop-down list" as the field type, and tell us what options should be on the list.
- The last step is to propose an Asset instance name. This is the name of the Asset that will show up in lists, such as when picking an Asset for a Service or Deficiency.
- Keep in mind instance names may be displayed on small devices, such as iPhone 5. If the name is too long, it may look odd, or not fit on the screen.
- Instance names should almost always start with "location_in_site".
- Pick 1-3 other fields that help to identify or confirm the Asset within a list. %location_in_site% %model& %serial% is a good example.