The administrator defines a type and the asset manager registers assets with it
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Creates the type, its fields and its status words. |
| Asset manager | Registers assets using the type. |
Step by step
- Tenant admin
Creates a type called Medical devices, adds fields for serial number, calibration date and warranty, marks serial number required, and adds statuses such as In service and In repair.
What they see:The type appears in settings with its fields and statuses.
- Asset manager
Opens Add asset and chooses Medical devices.
What they see:The form shows exactly those fields; leaving the required serial number blank blocks the save and names it.
- Asset manager
Saves the asset.
What they see:The asset has the next AST tag and the first status of the type.
- Tenant admin
Later renames In repair to Under repair.
What they see:Every asset carrying the old word follows, and the library shows one spelling.
Who is told what
None for the type. The new type appears for the asset manager the next time the form is opened.