Load Assets in the Asset Inventory Hierarchy Trees

Load Assets in the Asset Inventory Hierarchy Trees

Assets no longer load by default in the Class and Location hierarchy trees by default. This change was made to improve the speed of loading the tree - especially when a particular class or location had a large number of assets. 

1. Navigate to the Asset Inventory module. Click Assets > Asset Inventory.
2. Select Class or Location.

3. Drill down to the correct class or location in the tree. 
4. Right click on the class or location name. 
5. Select Load Assets


    • Related Articles

    • PM Required for Asset

      A checkbox has been added to the asset record as well as at the class level called “PM Required”. All assets that require a preventive maintenance (PM) schedule should have this checkbox checked. Reports can then be generated showing which assets or ...
    • Enter an Item Quantity on Asset Record (Bill of Materials)

      When attaching items to an asset, users can enter the quantity needed. Attaching items to assets enables users to easily attach this item to a work order if the asset is already attached. Entering the “quantity needed” of the item on the asset record ...
    • Deleting a Class from Asset Inventory

    • Fire One Work Order Per Asset from a PM

      When the “One WO per Asset” option is enabled, one work order will be fired for each asset on a preventive maintenance (PM) schedule. For example, if you have a PM with 50 assets attached, 50 work orders with a single asset attached will fire when ...
    • Auto-Load Checklist