Asset Templates

You can specify common asset information in an asset template that you can then apply to multiple assets.

You can associate spare parts, meters, and data sheets with the template. Assets that are based on the template inherit these spare parts, meters, and data sheets. You can associate a specification with the asset template on the Specifications tab.

Preventive maintenance information can also be specified for an asset template. When the template is applied to existing assets or new assets, associated PMs, which are based on the master PM, are created for each asset.

You can use asset templates to create multiple assets or to update multiple existing assets.

Example

A pharmaceutical company purchases 100 pressure gauges from the same manufacturer. The pressure gauges share the following identical information:
  • Manufacturer
  • Model number
  • Description
  • Operating range
  • Accuracy
  • Specifications
  • Data sheets

A technician creates an asset template to record all the data that is identical. The technician then generates the series of asset records, for the pressure gauges, based on the template. They enter a serial number for each asset number and apply any differences to individual assets.