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Add Related Asset

Link assets that are functionally related but not connected through the asset hierarchy.

Not all asset relationships fit within a standard asset hierarchy. In some cases, assets are functionally connected but belong to different locations, facilities, or branches of the hierarchy.

To help track these relationships, the system allows you to create Related Asset links between assets. This makes it easier for maintenance teams to identify associated equipment, understand dependencies, and navigate between connected assets.

A common example is an air conditioning system where an indoor unit and an outdoor condenser unit operate together but may be located in different areas of a facility.

Although these assets may exist in different locations within the hierarchy, they can be linked as related assets to indicate that they function as a single HVAC system.

Steps to Link Assets

  1. Open the Equipment List

    • Navigate to Assets from the sidebar menu and select Equipment.

  2. Locate the Asset

    • Find the equipment record you want to link to another asset.

    • You can use the available search and filtering options to quickly locate the desired record.

    • Once found, click View to open the asset details.
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    Assets dashboard displaying the Equipment table list with operational search and filter tools above the record list items

  3. Open the Hierarchy Tab

    • Within the asset record, navigate to the Hierarchy tab.

    • Scroll to the Related Assets section.
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    The Hierarchy tab view inside a WorkTrek equipment profile page showcasing parent-child location nodes and an empty Related Assets data card

  4. Create the Asset Link

    • Click Link Asset.

    • A selection window will open, allowing you to choose the asset you want to associate with the current record.

    • You can link:

      • Locations

      • Facilities

      • Equipment

    • Select the appropriate asset and continue.

  5. Add a Note (Optional)

    • If necessary, enter a note describing the relationship between the assets.

    • For example: "Indoor and outdoor units belonging to the same HVAC system."

    • Adding notes can help other users understand why the assets are connected.

  6. Save the Relationship

    • Click Save to create the asset link.
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    The Link Asset modal popup in WorkTrek highlighting an Asset selection dropdown menu and a dedicated text field for entering functional relationship notes

  7. Result

    • The selected assets are now linked through the Related Assets section.

    • Users can easily navigate between connected assets, improving visibility of asset dependencies and helping maintenance teams identify equipment that operates together, even when those assets are not directly connected within the hierarchy structure.
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    The finalized asset profile showing a linked functional equipment record populated with description notes inside the Related Assets grid module

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