Attributes

The Asset Definition > Attributes sub-application is a domain-level app used to define the attribute fields you want to track on assets. All the attributes for all the different asset types you will be tracking are set up here.

Attributes are the characteristics of assets that you want to track. Some asset attributes are used on a wide variety of assets, such as "Model Number" or "Serial Number". Other attributes are specific to a particular type of asset, such as the "Cooling Capacity" for an HVAC unit for example.

Each attribute is assigned a name and a data type. Depending on which data type you choose, you may have the option to make additional selections.

Once the attributes are in place, they can be added to Asset Classes.

Important things to know about this application include the following:

  • The Attributes app is a domain level application. The values entered here are available for use throughout your domain, regardless of which project or partition is open when records are added.

  • The Unit Types used in Asset Attributes are managed in the Unit of Measurement app. For more information, refer to Unit of Measurement.

  • You cannot delete an attribute that is already assigned to an asset class. It must be removed from the class first.

How to . . .

To create a new attribute definition, complete the following steps:

  1. Navigate to the Asset Definition > Attributes sub-application (Apps > Asset Management > Asset Definition > Attributes).

  2. Click New in the action bar.

  3. Complete the following fields as appropriate:

    Field Description
    Details
    Label Enter the user-facing name for the attribute (for example, Serial Number).
    Name

    This field automatically populates with a system name. After the attribute is created, this name cannot be changed.
    Data Type

    Select the type of value stored in the attribute. Available options include the following:

    • Boolean

    • Currency

    • Date

    • Date Time

    • Email Address

    • Entity

    • File

    • Integer

    • Lookup

    • Number

    • Percentage

    • Text

    • Unlimited Text
    Entity Type

    If the selected data type is Entity, you must select the entity type. Choose from one of the following options:

    • Company

    • Contact

    • CSI Code
    Unit Type / Default Unit Value

    If the selected data type is Integer, Number, or Text data types, you can optionally select a unit type and default unit value.

    Note Unit types and unit values are managed in the Unit of Measurement app. For more information, refer to Unit of Measurement.
    Lookup List Values

    If the selected Data Type is Lookup, this section appears. Click Insert to add a line for a value. To remove a value, select the check box next to it and click Delete in the grid header.

    For more information on working with grids, refer to Item Grids.

  4. Click Save when you are done.

Users with the appropriate permissions can edit multiple records at one time. To do so, complete the following steps:

  1. Select the check boxes next to the records you want to edit.

  2. Select Multi Edit from the action bar. The Multi Edit page opens.

  3. You can edit individual fields. To copy a field value to other records, select the value on the record. Select Copy to All to copy the value to all other records, or select Copy to Selected to copy the value to selected records.

    Note The Multi Edit page lists fields from the log view applied when Multi Edit is selected. To update fields which are not present on the default log view, create a new log view that includes all the fields you want to edit and then apply that log view before selecting Multi Edit.

  4. Click Save when you are done.

If you have existing data that you want to import into this app, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

Note For Integer, Number, and Text attributes, you can assign units through import by including a unit type and (optionally) a default unit value in the import file.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

To generate an application report, complete the following steps:

  1. Navigate to the application.

  2. Select Reports in the application title bar.

  3. Select the report you want to run.

  4. Apply any desired filters.

  5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

  6. Click the Close icon when you are done.

Important You cannot delete an attribute that is already assigned to an asset class. You must remove the attribute from the class first.

To delete a record, complete the following steps:

  1. Navigate to the Attributes application (Apps > Asset Management > Asset Definition > Attributes).

  2. In the log view, select the check box next to the record or multiple records that you want to delete. Select Delete from the action bar.

  3. Alternatively, right-click on the record in the log view and select Delete or click on it to open the detail view and select the Delete icon in the action bar.

  4. Click OK on the confirmation message.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important Because this is a domain-level app, you must navigate to the root domain to access Configuration for this app.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.