Who is this article for?

Administrators who want to learn to configure parent Assets.

Administrator permissions are required.

Configuring parent assets and viewing linked form records are essential features that enhance the depth and usability of asset management systems. This article delves into the process of establishing hierarchical relationships between assets through parent-child configurations, whilst also exploring how to access and utilise associated form records, providing a comprehensive view of an asset's history, maintenance, and operational context.

1. Parent Assets

Video: Parent Assets

The parent asset feature can be used to list all the Child assets on a particular Parent asset. The parent asset must be created first. Once created, the parent asset can then be selected when adding or editing the child asset.

• If a child asset has be added, these will be listed at the bottom of the parent asset's admin page:

• Child assets can be viewed and edited directly from here:

2. View linked form records

Forms from Lucidity InForm can be linked to particular assets. Once linked, these forms are then viewable and accessible from the asset register.

To view a linked form for an asset, from the All or Asset Type page:

1. Use filters to locate the required asset.

2. Click Edit or Maintenance to the right of the asset.

3. Click the new Form Records menu which now appears to the left of the asset.

4. All associated forms will be listed. To view an individual form record, click Open to the right of the form record.

Note: Permissions to view forms within Lucidity InForm will be required.

Refer to the Form Records page within the Lucidity InForm user guide for more details on linking assets to forms.

3. Further reading

• Understanding the Asset register
• Configuring Asset settings
• Configuring Asset usage