Adding an Asset

To add an asset, complete the following steps:

1. Right click in the grid and select Add Record. The following screen will appear:

   

2. Enter the Category (e.g. sewer service, equipment) if it is not already included. See Add Multiple Asset Types for more information.

   Note: The category Code selected MUST be the same as the Lucity defined category inventory id for the asset. If the ID's are not the same, you will get a message saying, "The category for the asset must be the same as the category code."

3. Enter the asset's System ID number(s).

   Note: The System ID 2 field will be inaccessible if the category you chose doesn't include linear assets or other assets that require two ID numbers.

4. Enter any odometer, hourmeter, or other meter readings in the fields provided. 

   Note:  These fields are only accessible if the category you choose involves fleet or equipment.  If your PMs are based on meter reading intervals, you must populate these fields as they are responsible for resetting your preventative maintenance (PM) work orders. In order for the meter reading to be carried over to the Fleet or Equipment record, you must also populate the Work Order End Date on the WO tab.

5. The WO Cost field is calculated by the system. For information on this calculation and the accompanying toolkit function, consult the Calculate Per Asset WO Cost topic.
6. Enter a completion date for the asset. For example, if you have multiple assets and you have finished working on one of them but the work order is still not complete, you can enter a completion date for that one asset.
7. Enter the object units.
8. The PM Description field is populated by the system when a Work Order is generated from a PM. This field reflects the user-entered asset description from the PM record. You can edit this field as needed.
9. Enter other information in the custom fields and the comments grid.
10. Click to save the record when you are finished entering data.
11. Click to close the window.