Skip to main content

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 Assets List

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

  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.
      ​

  3. Open the Hierarchy Tab

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

    • Scroll to the Related Assets section.
      ​

  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.
      ​

  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.
      ​

Did this answer your question?