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Asset Types are high-level classifications for physical equipment (for example HVAC, Production, or Logistics). They support faster filtering, clearer KPI reporting, and better maintenance strategy planning across your asset portfolio.

Asset Types table with plus button highlighted
New Asset Type dialog with Name, Override Name, and Submit button
  1. Open Admin PortalSettingsReference Data.
  2. Find Asset Types and click +.
  3. Complete the form:
FieldDescriptionRequired
NameCategory name (e.g. “Electrical Panels”).Yes
Override NameTranslated label for other languages.No
  1. Click Submit.
  1. More (⋯)Edit.
  2. Update Name or Override Name.
  3. Click Update.
  1. More (⋯)Delete.
  2. Safeguard: You cannot delete a type still assigned to any asset. Reassign assets first.

After creating, editing, or deleting a type:

  1. Confirm the Asset Types table updates with the latest values.
  2. Verify naming consistency (avoid duplicate labels with minor spelling differences).
  3. Open an asset form and confirm the updated type options are available in selection fields.