Guides

Interacting with the Asset List

The Asset List organises your asset data into a comprehensive table, allowing for easy comparison and data management. By default, the table provides a broad overview with the following columns: Navigating Large Data Sets Because the table contains extensive information,...

December 23, 2025

Assets

Asset List

The Asset List provides an alternative view of your organisation’s assets in a clear, filterable table format, offering similar details to the Asset Tree. The Asset List is accessed by clicking Asset List under the Assets heading on the main...

December 16, 2025

Assets

Archived Asset Tree

The Archived Asset Tree allows you to view and interact with assets that have been removed from the main active hierarchy. To access the Archived Asset Tree, navigate to the Assets > Asset Tree section of the main menu. Click...

December 11, 2025

Interacting with the Asset Tree: Top Menu Options

Assets

Interacting with the Asset Tree: Top Menu Options

When you click on an asset to open its detailed menu, a set of options are displayed along the top of the page, where the asset’s name is visible. The available options vary depending on the asset’s level in the...

December 5, 2025

Assets

Interacting with the Asset Tree: Settings

The Settings tab within the asset menu is where you manage specific configurations for the currently selected asset. The following settings can be amended here: Asset Logo, Default Asset Role and Asset Profile. Asset Logo This setting allows you to...

November 20, 2025

Interacting with the Asset Tree: Schedules and Relationships

Assets

Interacting with the Asset Tree: Schedules and Relationships

Schedules The Schedules tab, located in the menu for your selected asset, displays information about assessments that have been planned or set up against this asset. The majority of the data presented on this page is informational only. It provides...

November 17, 2025

Interacting with the Asset Tree: Analytics

Assets

Interacting with the Asset Tree: Analytics

The Analytics tab within the asset details panel is dedicated to displaying performance data and statistical insights related to the selected asset. It is organised into three subtabs: Assessment, Non-Conformances and Tasks. Assessment The Assessment subtab provides a snapshot of...

November 4, 2025

Interacting with the Asset Tree: Details and Access

Assets

Interacting with the Asset Tree: Details and Access

Every level of the Asset Tree, whether its a top level parent asset or a child asset, is interactive. Clicking on any asset will open a detailed information panel to the right hand side of the main page. This panel...

October 24, 2025

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Interacting with the Asset List

Asset List

Archived Asset Tree

Interacting with the Asset Tree: Top Menu Options

Interacting with the Asset Tree: Settings

Interacting with the Asset Tree: Schedules and Relationships

Interacting with the Asset Tree: Analytics

Interacting with the Asset Tree: Details and Access

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