Follow these steps to set up a new facility:
Open the Assets List:
Navigate to the Assets section in the application.
Select All to open the asset list.
Create New Facility:
Click New and select Facility.
Enter the required basic information, then select Create & Open to create the facility record.
Complete General Information
Once the facility record is created, review and complete the available fields under General Info, including:
Name
Code
External ID
Priority
Description
Parent Asset
Category
Warehouse
Location (Address, City, Postal Code, Country, State)
If the facility is linked to a parent asset, choose whether to add a new address or use the parent asset’s address.
Other Information:
Under Other Info, enter any additional relevant details, such as make, model, serial number, responsible organizations or owners, price, warranty information, and other applicable fields.
Set Permissions:
Configure permissions to assign roles and responsibilities to organizations or users, ensuring they have access to the appropriate features and assets based on their roles.
For detailed instructions, see Set Permissions.
Attach Documents:
Under Documents, add any necessary attachments related to the facility.
Connect Meters:
If the facility has an associated meter, add it by following these simple steps.
Add OHS Information:
Include Occupational Health and Safety (OHS) details by following the provided link.
Result:
Once all necessary information has been entered, the facility will appear in the Assets list and be ready for further management.
