Assets

Most Work Orders designate either an Asset or a Location as the focus of the work. Work Order Assets are individual items from other EAM modules that are the focus of the Work Order. For example, a Work Order could address one or more vehicles, a stretch of roadway, or a sewer manhole.

Adding Assets to the Work Order ties work costs back to the asset. Thus, an agency can view a history of EAM data for its assets and assess the maintenance cost of an asset over time.

Lucity's Work system is flexible to help organizations manage small tasks or large projects that span extended periods of time. Some Work Orders designate only one Asset, while others list many. Users can also add a single Asset to a Work Order multiple times. This capability accommodates agencies that want to create larger Work Orders with Tasks that require the asset to be worked on on multiple occasions.

 

Asset-Related Fields

System ID 1	Displays the common ID for the first record in the Work Order's Assets grid. This field is not usually included on the Work Order form because the Asset (Desc 1) field provides more information.
Asset (Desc 1)	Displays the Desc 1 value for the first record in the Work Order's Assets grid. The Desc 1 field is commonly used to identify and describe the asset.
Location (Desc 2)	Displays the Desc 2 value for the first record in the Work Order's Assets grid. The Desc 2 field usually provides information about the location of the asset.

Work Order Assets Grid

The Work Order > Asset grid lists the asset inventory records associated with the Work Order. The grid gives users easy access to these records, as well as to many tools used to work with Asset records or work with Asset data.

Records may be added to this grid:

• directly within the grid;
• through the Web Map;
• when a user creates a Work Order from an Asset Inventory record or an Inspection record using the button; or
• by the PM/Template that generated the Work Order, if applicable. (Records from the PM/Template's Assets grid are automatically copied to the Work Order.)

Forcing Asset Use

If the Category selected in the Work Order's Category field has the "Requires Asset to Close WO" option enabled, an asset of that same Category must be added to the Work Order's Asset grid before the Work Order can be closed.

Related Work Options

If the "Allow Duplicate Assets per Work Order" setting is enabled in Work Options, users can add the same Asset to a Work Order multiple times. If the option is disabled, each Asset can only be added to the Work Order once.

If the "Copy Address from Asset" setting is enabled in Work Options and an Asset is added to the Work Order, the system automatically attempts to create a connected Location record to identify the location of the asset. If a user later deletes the Asset record, the system deletes the Location record, as well.

How to add an Asset to a Work Order

How to add multiple Assets to a Work Order

How to view an Asset in the Web Map

How to add an Asset to the Work Order using the Web Map

How to indicate that work on an Asset is complete

How to link a Task to an Asset -update screenshot

 

Asset Record Fields

Category*	Specifies which asset grouping this asset falls under. The system automatically completes the Asset Category based on the Work Order Category; however, the user can change the value manually. The selected Category controls the Asset Type field. The list of Categories comes from the Work > Administration > Work Flow Setup > Category Setup module. More information about Category fields
Asset Type*	Identifies the source module of the asset. This field is read-only and is automatically populated based on the inventory to which the selected Category is tied.
Asset Rec #	Identifies the asset by its unique, system-defined identifier. Users can only select or enter assets from the module indicated in the Asset Type field. Enables users to select the asset from a pick-list of records from the module. Enables users to select the asset from a asset-driven list/tree of options. More information about asset pick-lists
Desc 1 Desc 2	Display useful information from the Asset record. The system automatically completes these fields based on settings in the Work Asset Setup module; however the user can edit these fields.
PM Description	Describes the asset as it was described on the PM. When a Work Order is created from a PM, the system automatically populates this field using the Description entered in the PM > Asset record.
Sequence	Indicates when work on this Asset should be completed in relation to other Assets on the Work Order.

* Required.

 

More Asset record fields

Note:  The system may automatically complete custom fields in the Asset grid based on settings in the Work Asset Setup module.