Adding, editing and copying Assets

Who is this article for?
Administrators who want to learn how to add, edit and copy Assets.

Administrator permissions are required.

Lucidity Asset offers a powerful solution for streamlining asset management in today's fast-paced digital landscape. This article will walk you through the key processes of adding, editing, and copying assets within Lucidity Asset, empowering you to maximise the efficiency and effectiveness of your asset management workflow.

1. Add Assets

Video: Add and Edit Assets

Creating a new asset can be done from either the All Assets Register or via an Asset Type Register.

Click Add New.
Complete all relevant fields (Refer to Definitions of Fields below).
The details captured for each asset may vary slightly between each system configuration. Fields marked with * are mandatory.
Click Save to create the asset.

1.1. Definition of fields

There are a range of fields that can be used to classify each asset. These can assist when filtering or sorting assets and most can be edited via the Settings tab.

Asset Information	Description	Generally used for the name of the asset.
	Type	Select the asset type such as Mobile Plant.
	Sub-Type	Select the asset sub-type such as Space Craft.
	Manufacturer	Select the manufacturer such as Corellian.
	Asset ID	Enter the asset ID. This is generally an internal ID, such as SWG01.
	Registration/ Serial No.	Enter the registration or serial number of the asset, such as MillFalc01.
	Availability	Select the current availability of the asset, such as allocated.
	Additional Information	Enter any additional information.
	Usage Unit	Select the usage unit to be used if maintenance tasks are the be usage dependent.
	Latest Usage Reading	Enter the latest usage reading (matching the usage unit selected).
	Asset Location	Click Get My Location to record the asset's current location - this will be the current location of the device being used. This location (latitude and longitude) is recorded as part of the asset details, along with a corresponding uncertainty measurement which is indicated as a circle around the pin. The location can be updated as often as necessary by editing the asset and re-selecting 'Get My Location'. Only the current location can be selected (it is not possible to specify a location using the map and dropping the pin in an arbitrary position).
	Parent Asset	Select the parent asset if relevant. Refer to the Parent Asset section in this user guide below for more details.
Purchase Information	Supplier	Select the supplier of the asset. This list is managed from the Settings tab.
	Purchase Price	Enter the purchase price of the asset. Only numbers and a decimal point can be entered, no commas. Max value = 9999999.99
	Purchase Date	Use the calendar or type in the date the asset was purchased.
Maintenance	Next Maintenance	Use the Manage icon to open the maintenance task list for the asset. Refer to the Maintenance Tasks section within the Asset Maintenance page in this user guide for more details.
Photo	Photo	Upload a photo for the asset.
Admin	Organisation Details (Division, Business Unit etc)	Enter all relevant organisational details. These fields may vary dependant on system set up. Note: some fields may auto-populate to match the logged in user's org details. These can be changed by selecting the field and choosing the correct org detail.
	Responsible Person	Select the person responsible for the asset. This list is generated from the list of users in Lucidity HR.
Additional	Upload a File	One or more documents can be added to the asset as required. For example, a user manual for plant equipment and can be renamed, description added, edited and deleted. Various file types are accepted - PDF, doc, tiff, jpeg. It is advisable to keep the file size below 1MB to allow for ease of downloading again when required. Attached evidence can be downloaded, printed or viewed within the system. Click Upload to save the document.
	Comments	Add comments to the asset as required.

2. Edit Assets

To edit an asset, from the All or Asset Type page:

Use filters to locate the required asset.
Click Edit to the right of the asset.

The asset details page will open. Refer to the Definitions of Fields above to edit fields as required.
Click Save to save changes.

3. Copy Assets

Video: Copy, Archive and Delete Assets

When many assets that are similar need to be added to the asset, the copy function can be extremely useful. Only asset details will be copied, not asset maintenance tasks.

To copy an asset, from the Asset Register:

Use filters to locate the required asset.
Click Actions to the right of the asset.
Click Copy from the drop-down list that appears.

A copy of the asset will be created. The admin page will open and the name of the asset will have Copy in the title (generated from the asset ID field).

Edit as required, ensuring the asset ID field is updated to remove the word Copy.
Click Save to save the asset.

4. Further reading

1. Add Assets

1.1. Definition of fields

2. Edit Assets

3. Copy Assets

4. Further reading

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Before you start

1. Add Assets

1.1. Definition of fields

2. Edit Assets

3. Copy Assets

4. Further reading

More articles in this section

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