Assets

Manage your assets with Causeway

This is what you're here for! You have assets and you need to manage them. CausewayOne Asset Management provides a range of tools to monitor and control all types of assets across different service areas:

• store any type of information about any type of asset

• optimise asset performance and lifespan by using activities to report defects, schedule inspections and allocate jobs

• generate detailed reports to stay informed about your assets and operations

• automate processes with workflows

Note

To create and manage assets, your user profile requires the necessary permissions.

Represent your assets with designs and items

To get started, you first need to represent your assets in CausewayOne Asset Management:

1. Create designs that describe each type of asset you manage.

2. Create items from those designs to represent the assets themselves.

Remember, a design is a set of attributes that collectively describe a category of things. An item of the design represents one set of values for those attributes (an instance).

Designs can also implement interfaces to inherit shared attributes and classifications.

Create an asset design

To create a design that represents a type of asset:

1. Open the Designer dashboard card and select Create design.

2. In the dashboard panel, choose the Asset design type.

   

3. Fill out the following fields and then select Create:

   • Name * - supply a meaningful name to identify the design.

   • Icon - use the icon picker to choose an icon from the library. The default is .

   • Colour - use the colour picker to choose a colour from the library. The default is purple.

   

4. Your new design will appear in the right panel. You can now add custom attributes for each bit of information you want to record about the asset type.

   To learn more about creating and customising designs, see Designer.

   

By using the tab bar to switch to the Interfaces tab, you'll see that your new design implements the Asset Heads interface, which in turn implements several others. This causes your design to inherit a number of key attributes.

Inherited attribute details

Interface	Implemented	Inherited attribute	Lets you...
Asset Heads	Directly by the design	Notes	Record miscellaneous data about the asset
Assets	Indirectly via Asset Heads	Installed Date	Record when the asset entered service
Default Teams	Indirectly via Asset Heads	Default Teams	Allocate the asset to a team
Defects Assignable	Indirectly via Asset Heads	Defects	Register defects against the asset
Network Referenceable	Indirectly via Asset Heads	Network References	Register the asset in a network
Tasks Assignable	Indirectly via Asset Heads	Tasks	Register inspections and jobs against the asset
Items With Reports	Indirectly via Assets	Reports	Link to reports involving the asset

Create asset items

Once you have a design that describes a particular type of asset, you can create items of that design to represent the assets themselves. This involves entering values for the design's attributes, including geographical location.

To learn more, see Creating items.

Asset components

Many types of asset have one or more component parts, which require their own management and maintenance. You can represent these in CausewayOne Asset Management too, by creating distinct component designs and items.

To learn more, see Asset components.

Asset groups

While there are several ways of working with multiple assets, creating an asset group lets you define a specific set of asset items, which you can then reference throughout CausewayOne Asset Management.

To learn more, see Asset groups.