Contacts and Components

In Assets, the Contacts and Components tab shows people linked to your asset, lists all the components that make up up the asset, and identifies any larger systems of which your asset is a component.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view is where you can view the same items as blocks. You have the option to switch between views on desktop platforms. Click either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In the Contacts section, you can associate a person with your asset. Contacts serve as primary resources, individuals who should be contacted first in case the asset requires repair. Add contacts in the order they are to be reached.

• Resource ID: Unique identifier for an individual used for tracking the contributions and responsibilities of the resource person.

• Name: First and last name of the individual.

• Phone: Best contact phone number for the person.

• Pager: Used to send a work order to a resource via an alphanumeric pager.

Use the Part of section to list any other assets that include the asset you are working on as a component.

• Number: The number of the asset that includes your asset.

• Asset description: Brief summary to provide more details.

Components

The Components section lists assets that are part of the asset you are currently managing. You can remove a component by selecting Remove from the Action menu.

• Number: The number of the asset that's part of your asset.

• Asset description: Brief summary to provide more details.

• Has documents: Shows if a document is attached to the asset with a Yes or No indicator. If Yes, download the document from the Attachments section at the bottom of the page.

Add asset

Add components directly within the Contact and Components tab > Components section to efficiently manage components without needing to access Classic TMS. This feature streamlines your workflow by enabling you to add and organize components in a single, modern interface.

1. Go to Assets > Quick Search and find an asset.

2. On the asset's page. select the Contacts and Components tab.

3. In the Components section, in Add by asset number, enter an asset number and press Enter.

4. If the asset exists, it gets added to the Components list.

5. To remove an asset from the list, select Remove from the Action menu.

6. In the confirmation dialog, click Remove.