Fullscreen Image

Asset Categories

Organize assets by category and subcategory to manage work types, costs, and reporting. Create, modify, and manage categories, define problem types, and attach reference documents for better asset management. You can also make asset categories and subcategories required when creating a work order.

Navigate to Admin > Asset Categories.

You need to have administrator permissions to access this page.

Categories and subcategories

Asset categories follow a three-level structure for better classification and management:

  • SUB 1: View all top-level asset categories along with their associated problem types and reference documents.

  • SUB 2: View details for a selected category, including its problem types and reference documents. For example, electrical.

  • SUB 3: View subcategories under a selected category, along with their problem types and reference documents. For example, battery, lightning, and wiring.

Click a category name in Fixture use categories to navigate these levels.

ClosedFixture use form

This is the root asset category, acting as the parent of all other categories and problem types.

  1. Edit the information:

    • Use reactive activities: Select Yes to allow reactive activities on work orders for this asset category.

      To use reactive activities, first enable them in EAM work order life cycle.

    • Asset required to close work order: Select Yes to make the asset field mandatory for work order completion.

    • Allow non-tagged asset at Job complete: Select Yes to make the asset field optional when closing work orders or select No to make it mandatory.

  2. Click Save.

ClosedCreate asset category

Manage the top-level asset categories, like plumbing, doors, and so on, to simplify reporting, tracking, and maintenance.

  1. On Fixture use categories, click New.

  2. Enter the category name, description, and status.

  3. Click Save.

  4. In the confirmation window, select one of the following options to continue:

    • Site type: Associate the category with specific site types to ensure the category is applied only in relevant locations.

    • Work order constraints: Link the asset category on Work Order Creation Constraints to define its usage.

Create asset subcategory

Refine asset classification for better tracking and reporting.

  1. On Fixture use categories, click the category name.

  2. On SUB 2, go to Fixture use categories and click New.

  3. Follow the same steps as creating an asset category.

ClosedEdit asset category

Keep asset data accurate to maintain consistency in reporting and workflows.

  1. On Fixture use categories, click the category name.

  2. On SUB 2, edit the details.

  3. Click Save.

To modify a subcategory, click an asset category name. On SUB 3, select the subcategory, and edit its details.

ClosedCreate problem type

Define common issues for each asset category to streamline troubleshooting and work order management.

  1. On Fixture use categories, click New.

  2. Enter the name and description.

  3. Click Save.

Create problem type for subcategory

Standardize issue tracking by defining problem types for asset subcategories.

  1. On Fixture use categories, click a category name.

  2. On SUB 2, under Categories, click a subcategory name.

  3. On SUB 3, go to Fixture use problem type and click New.

  4. Enter the name and description.

  5. Click Save.

ClosedUpload reference documents

Attach reference documents to asset categories for easy access.

  1. On Reference documents, click New.

  2. Add a document description.

  3. Click Choose file.

  4. Select a file from your device and click Open.

  5. Click Save.

Accruent logo in white text.

© Copyright Accruent 2025Privacy PolicyTerms of UseLegal