Add or Edit an Asset
Add assets in the Assets section of the Site home page to associate them with the parent site when you create them. The Assets section lists assets associated with the site so you can view and manage them. Select the menu next to an asset to view available actions.
Edit an asset from its Asset home page.
Add an asset
Classic Siterra
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Navigate to a Site home page.
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On the Site home page, scroll to the Assets section.
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Select Add, then Next.
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In Asset Data, select the Type.
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Complete each section of the form that appears:
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Name
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Number
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Status
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Type: Populates the Extended Attributes section depending on the EA component types your administrator has configured.
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Latitude and Longitude: Enter in DMS format in the upper fields or enter latitude and longitude as a decimal in lower fields.
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Manufacturer: Select Vendor or Other. Other is selected by default.
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Manufacturer Vendor / Vendor Name
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Type Description
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Serial Number
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Tag Number
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Purchase Date
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Lifespan (in Years)
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Previous Owner
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Currency
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Purchase Price
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Invoice Number
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Valuation
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Valuation Date
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Book Value
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Sale Price
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Start Date
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Notice Date
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Notice Period
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Notice Interval
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End Date
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Responsible Group: Select to populate Responsible User with available users for that group.
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Responsible User: Only lists users valid for the selected Responsible Group. This is cleared if you change the Responsible Group to one that the current user does not belong.
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Carrier
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Service Provider
Extended Attributes: Displays fields according to EA component types your administrator has configured such as Lookup and Calculated. When you change Asset Type, this refreshes automatically depending on the configuration your administrator has chosen.
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Select Finish.
New Siterra
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Select + Add in the Inventory / Equipment section of the site where you want to add an asset.
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Select Prepopulate parent info to populate fields from the parent site.
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Complete each section of the Add Asset window:
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Name
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Number
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Status
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Type: Populates the Extended Attributes section depending on the EA component types your administrator configured.
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Latitude and Longitude: Enter in DMS format in the upper fields or enter latitude and longitude as a decimal in lower fields.
-
Manufacturer: Select Vendor or Other. Other is selected by default.
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Manufacturer Vendor / Vendor Name
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Type Description
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Serial Number
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Tag Number
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Purchase Date
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Lifespan (in Years)
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Previous Owner
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Currency
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Purchase Price
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Invoice Number
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Valuation
-
Valuation Date
-
Book Value
-
Sale Price
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Start Date
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Notice Date
-
Notice Period
-
Notice Interval
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End Date
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Responsible Group: Select to populate Responsible User with available users for that group.
-
Responsible User: Only lists users valid for the selected Responsible Group. This is cleared if you change the Responsible Group to one that the current user does not belong.
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Carrier
-
Service Provider
Extended Attributes: Displays fields according to EA component types your administrator has configured such as Lookup and Calculated. When you change Asset Type, this refreshes automatically depending on the configuration your administrator has chosen.
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Select Create.
Edit an asset
Edit an asset to update its details. Siterra records changes to the asset in the log.
Classic Siterra
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Navigate to an Asset home page.
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Select Edit in the toolbar.
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Make your changes.
The edit form includes the same fields as the Add Asset form.
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Select Finish.
The Asset home page refreshes with your changes.
New Siterra
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Navigate to an asset or component depending on its location:
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Go to the asset you want to edit, then select Edit in the toolbar.
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Select the ellipsis button (...) next to the asset or component in a list, then select Edit.
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Make your changes.
The edit form includes the same fields as the Add Asset form.
When you change the asset type, the displayed fields update. Siterra retains saved data, but it may not be visible for the selected asset type.
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Select Update.