Users can create and search assets under the Asset Management menu.Not all users and roles have access to this particular feature.

Please see the following sections:

Creating Assets

Complete the following steps to create an asset:

Log in to the ONE system.
Click Menus/Favs > Asset Management > New Asset.
The New Asset screen appears.

In the Asset section, complete the following fields. Fields with an asterisk ( * ) are required.

Field	Description
* Asset Number	Click one of the icons to generate the asset number. The key icon generates a unique system-generated asset number. The icon with three columns generates an asset number from the Organization-specific sequence. (The Organization-specific unique number is defined based on the client's requirements.)
* Serial Number	The serial number is the same as the Asset Number.
* Serial Type	Select the item type from the drop-down list.
Description	Enter a description of the asset.
Status	This is an auto-populated field.
* Asset Category	Enter the category for this asset. Predictive text will help narrow your search, or click the icon to select the respective asset category.
* Asset Type	Enter a value for the type. Predictive text will help narrow your search, or click the icon to select the respective asset type.
* Item (Make & Model)	Enter the item associated with this asset or click the search icon to browse for the item. Predictive text will help narrow your search.
Bill of Materials	Select the Bill of Materials (BOM) that can be applied for the asset. The Bill of Materials is coupled with the Item (Make and Model).
Current Status	This is an auto-populated field.

Click the Location tab to update the site information details.
The Current Location fields for the new asset appear.

Complete the following fields as desired.

Field	Description
Current Site	Enter the current site or click the search icon to select the current site.
Current Location	Enter the current location or click the search icon to select the current location.
Current Sublocation	Enter the current sublocation details based on the current location.
Current Address	Click the edit icon to edit the address field.
Current Latitude, Current Longitude	These fields auto-populate.
Show on Map	Click the plus or minus icon to zoom in or out the location view on map

On the Location tab, click the plus icon to expand the Next Location tab.
The Next Location fields for the new asset appear.

Complete the following fields as desired.

Field	Description
Next Site	Enter the next site or click the search icon to select the next site.
Next Location	Enter the next location or click the search icon to select the next location.
Next Sublocation	Enter the next sublocation details based on the location.
Next Address	Click the edit icon to edit the address field.
Next Latitude, Next Longitude	These fields auto-populate.
Show on Map	Click the plus or minus icon to zoom in or out the location view on map

On the Location tab, click the plus icon to expand the Previous Location tab.
The Previous Location fields for the new asset appear.

Complete the following fields as desired.

Field	Description
Previous Site	The previous site information is auto-populated.
Previous Location	The previous location information is auto-populated.
Previous Sublocation	The sub-location details are auto-populated based on the location.
Previous Address	Click the edit icon to edit the address field.
Previous Latitude, Previous Longitude	These fields auto-populate.
Show on Map	Click the plus or minus icon to zoom in or out the location view on map.

Note

Based on the organizational requirements, the asset location details in the Previous and Next Location tabs can be onboarded via the inbound interface. If needed the asset admin user can also update this information manually.

Click Create button to create an asset type. The status of the asset displays In WIP(Work in Progress).
Click the Structure tab to fill out more information.
The End Item Serial Number field auto-populates.
Based on the defined Bill of Materials (BOM), the outline of the Asset structure is exploded in a table.
The BOM explosion displays the list of items based on parent /child configuration. For example, Hub_Truck is the parent, and the rest of the component items are its children.

Note

If the Bill of Materials (BOM) is not defined for the Asset, then in the Installed Under field, the user can begin typing the name of the parent singleton or click the search icon to select the parent singleton.

Complete the following fields.

Field	Description
Item	Indicates the item type information and respective child items per BOM. Click the icon to expand the item details. Click to select the item components to manage the asset by using drag and drop Inventory pick-up items.
Is Serial Controlled?	Displays Yes if the asset number is a Serialized Item. Alternatively, No is the item type is not a serialized item.
Asset Number	This field value is auto-populated.
Serial Number	This field value is derived from the Asset Number field.
Lot Number	This field value is derived from the Asset Number field.
Inventory Item	This field value is derived from the Asset Number field.
Inventory Item Enterprise	The value identifies the inventory item enterprise
Actions	Click the Settings icon to pick and swap components from the available inventory.
Current Location	The value is auto-populated based on details entered under the Location tab.
Status	This value is auto-populated once the component for the asset is picked or swapped from the inventory.
BOM Quantity	Indicates the quantity for the asset.
BOM Quantity UOM	Indicates the unit of measurement by quantity.
Split Quantity	Indicates the split quantity for the asset.
Split Quantity UOM	Indicates the unit of measurement by quantity.
Allowed Repairs	This field value is derived from the Asset Number field.
Remaining Repairs	This field value is derived from the Asset Number field.
Health	This field value is derived from the Asset Number field.

To pick or swap components from inventory:
1. Click the icon to expand the item details.
2. In the Actions column, c lick the Settings icon .
  The three Action menu icons appear. (Edit / Swap or Pick Component / Delete icon)
  
  Note
  
  The Edit and Delete icons are only enabled if the component is picked up from the inventory for that respective item type.
3. Click the Swap or Pick Component icon to pick up or swap internal or external components from the inventory.
  The Inventory Summary Picker Report dialog box appears.
  
  To pick internal components, the asset admin must enable the Disable Multi Inventory Put Back policy from the Maintenance Repair Overhaul (MRO) policy menu as a prerequisite. (Once the policy is set, the True value appears next to the pencil icon.) See the "Searching Policies" section in the Online Help for more information.
4. Select the From Internal option to pick internal components or select the From Inventory option to pick external components.
5. Select the desired component and click the Ok button.
  The component is added for the corresponding asset item. Similarly, users can update the components for each asset item.
Click the Ownership tab. The Current Owning organization for the new asset is auto-populated.
The Owner field populates automatically.
Click the Add button to add ownership information if desired.
A new line displays in the Ownership tab.

In the Ownership tab, fill in the following fields for the new owner as desired.

Field	Description
Owner #	This field auto-populates.
* Organization	Enter the organization name or click the search icon to select the organization.
* Asset Relationship	Select the organization's relationship to the asset from the dropdown list.
Since	This field auto-populates.
Until	This field auto-populates.

Click the Meters tab to fill out asset metering information.
The metering fields configured for that asset type are displayed.

Complete the following fields as desired.

Field	Description
Measurement	This value is auto-populated based on the Asset Meter Configuration report defined for that asset type.
Current Reading	Enter a present meter reading for that particular asset type.
Current Reading UOM	This value is auto-populated based on the Asset Meter Configuration report defined for that asset type.
Meter Reading Date	Click the date icon to enter the meter reading date.
Remark	Enter appropriate remarks as desired.
Reading Taken By	Enter the name of the user who recorded the meter reading.
Apply To Sub Assembly	By default, Yes is displayed.
Source Of Meter	Select the source for a meter reading.

Click the Save button inside the Meters tab.
The metering updates performed on an asset are recorded in the Meter History table.
Click the Meter History link to view the details.
The Meter History popup displays.
Click the Attributes tab to fill out more information.
The attribute fields configured for that asset type are displayed.

Complete the following fields if desired.

Field	Description
Attribute Name	This value is auto-populated based on the Asset Attribute Configuration report defined for that asset type.
Attribute Value	Enter the attribute value reading for that particular asset type.
Attribute UOM	This value is auto-populated based on the Asset Attribute Configuration report defined for that asset type.
Attribute Reading Date	Click the date icon to enter the attribute reading date.
Remark	Enter appropriate remarks as desired.
Reading Taken By	Enter the name of the user who recorded the attribute reading.
Apply To Sub Assembly	By default, Yes is displayed.
Source Of Attribute	Select the source for attribute reading.

Click the Save button inside the Attributes tab.
The attribute-specific updates performed on an asset are recorded in the Attribute History table.
Click the Attribute History link to view the details.
The Attribute History popup displays.
Click the Manufacturing & Life tab to fill out more information.

Complete the following fields if desired.

Field	Description
Manufacturing Date	Click the calendar icon and time icon to select a manufacturing date and time for the asset.
Expiration Date	Click the calendar icon and time icon to select an expiration date and time for the asset.
Manufacturer Expiration Date	Click the calendar icon and time icon to select a manufacturer expiration date and time for the asset.
Expiration Warning Tolerance	This field auto-populates based on selections made in the main asset area on the top of the screen.
Lot Number	Click the search icon to select the lot.
Ext Lot Number	This field auto-populates based on selections made in the main asset area on the top of the screen.
Manufacturer Lot Number	Click the search icon to select the lot.

Click the Measurements & Condition tab.

Complete the following fields if desired.

Field	Description
Condition Code	Select the condition code for the asset from the drop-down list.
Purpose Code	Select the purpose code from the drop-down list.
Owner Code	Select the owner code from the drop-down list.
Owner Serial Number	Enter the owner serial number
Dimensions	Enter the width (W), length (L), and height (H) of the asset. Select the unit of measurement (UOM) from the drop-down list.
Volume	Enter the asset volume and select the UOM from the drop-down list.
Weight	Enter the weight of the asset and select the UOM from the drop-down list.

Note

There can be other fields, such as Kit Content, Progenitor, Indivisible, Locked, and Bill of Materials, which are auto-populated based on asset selection.

Click the Lines tab.
If desired, click the Add Lines button to add a new line to the asset.
A new line appears in the Lines tab.

Complete the following fields for the newly added line. Fields marked with an asterisk ( * ) are required.

Field	Description
Line #	This field populates automatically.
* Item	Click the search icon to select an item.
* Quantity	Enter the quantity.
* Quantity UOM	Select the unit of measure (UOM) for the quantity from the drop-down list.
Line Ext Lot Number	Enter the extended lot number.
Line Ext Lot Owner	Enter the extended lot owner.
Lot	Click the search icon to select the lot.
Split Quantity	Enter the split quantity.

Click the Add Lines button to save the new line.
Click the Maintenance & Repair Details tab.

Complete the following fields as desired.

Field	Description
Serviceable	Check the box if this asset is serviceable.
Max Repairs Allowed	Enter a value for the maximum number of repairs allowed.
Has Repair History	Check the box if this asset underwent repair work.
Last Repair Date	Click the calendar and clock icons to select the last repair date and time.
Completed Repairs	Enter a description of the repairs that were completed.
Work Order	If a work order is created for that asset then the respective work order number is auto-populated.
Mean Time Between Failure	Based on the Asset Analytics engine report the value is auto-populated.
Mean Time To Repair	Based on the Asset Analytics engine report the value is auto-populated.
Expected Failure Date	Click the calendar and clock icons to select the date and time for the next expected failure.
Schedule Maintenance Date	This field auto-populates if applicable.
Last Calibration Date	Click the calendar and clock icons to select the date and time for the last calibration.
Next Calibration Date	Click the calendar and clock icons to select the date and time for the next calibration.

Click the Financials Record tab to add financial information (optional).

Complete the following fields as desired and then click the Add Financials button.

Field	Description
Asset Record Number	Enter the asset tag number. This number may be the same as the serial number.
Asset Value	Enter the asset value and select the corresponding currency abbreviation.
Purchase Date	Click the calendar and clock icons to select the purchase date and time.
Acquired Date	Click the calendar and clock icons to select the acquired date and time.
Commissioned Date	Click the calendar and clock icons to select the commissioned date and time.
Disposal Date	Click the calendar and clock icons to select the disposal date and time.
Tax Type	Select the tax type from the drop-down list.
Tax Start Date	Click the calendar and clock icons to select the tax start date.
Tax End Date	Click the calendar and clock icons to select the tax end date.
Insurance Type	Select the insurance type from the drop-down list.
Insurance Start Date	Click the calendar and clock icons to select the insurance start date.
Insurance End Date	Click the calendar and clock icons to select the insurance end date.
Next Calibration Date	Click the calendar and clock icons to select the date and time for the next calibration.

Click the Warranty tab to enter warranty details if desired.
Click the Add Warranty button.
A new line appears for the warranty information.

Complete the following fields as desired to add warranty information, and then click the Save button to save the information.

Field	Description
Warranty Line #	This field populates automatically.
Warranty Type	Select the warranty type from the drop-down list.
Warranty Start Date	Click the calendar icon to select the warranty start date.
Warranty Expiry Date	Click the calendar icon to select the warranty end date.
Warranty Duration	Enter the days, hours, and minutes of the warranty duration.

Click the History tab to view the history details if desired.
Click the Filter icon to filter the history details of the asset.
Click the Refresh icon to refresh the History tab.
Click the Print button to print the history details of the asset.
Click the Export to CSV to export the history details of an asset into a CSV file.
Click the Inspection tab to view the inspection details if desired.
Click the Filter icon to filter the inspection details of the asset.
Click the Export button to export the inspection information into a CSV file.
Click the Refresh button to refresh the Inspection tab.
Click the Additional Info tab.

Complete the following fields as desired to add additional information.

Field	Description
Attachments	Click the upward arrow icon and upload any desired attachments. Also, click the delete icon to delete any attachments.
Notes	Click the pencil icon to add and view any notes.
Unique Id	Enter any Unique Id to identify that asset.
RFID	Enter any RFID if desired.
Current Emission	Enter any value of current emission and click the drop-down menu to select the unit of measurement.

Once the desired information has been entered on all tabs, click the Create button to create an asset.
A success message appears.

Searching Assets

Complete the following steps to search for assets:

Log in to the ONE system.
Click Menus/Favs > Asset Management > Search Assets.
In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
The Search Assets screen appears.
Click the Filters (edit) link to apply filter criteria to reduce the number of entries displayed.
The Filter menu appears.
Click the Add Filter link to add additional filter fields.

Fill out the following filter fields as desired to limit the asset search results.

Field	Description
Serial No	Click the search icon to select a singleton number.
Asset Status	Select the asset status from the drop-down list.
Show Active	Click the checkbox to show active assets only in the search results.
Current Owning Organization	Enter the owning organization. The field uses predictive text selection, so choices will display based on the characters you type.
Asset Type	Enter the asset type. The field uses predictive text selection, so choices will display based on the characters you type.
Managing Org	Enter the managing organization. The field uses predictive text selection, so choices will display based on the characters you type.
Owner Auxiliary Key	Enter the owner auxiliary key. The field uses predictive text selection, so choices will display based on the characters you type.
Asset Category	Enter the asset's category. The field uses predictive text selection, so choices will display based on the characters you type.
Assigned To Organization	Enter the organization the asset is assigned to. The field uses predictive text selection, so choices will display based on the characters you type.
Description	Enter a description.
Expiration Date	Click the calendar and clock icons to set the expiration dates.
Item	Enter the item associated with the asset. The field uses predictive text selection, so choices will display based on the characters you type.
Item-Based Singleton	Enter the item-based singleton. The field uses predictive text selection, so choices will display based on the characters you type.
Manufacturer Expiry Date	Click the calendar and clock icons to set the expiration dates.
Current Site	Enter the asset's current site. The field uses predictive text selection, so choices will display based on the characters you type.
Current Location	Enter the asset's current location. The field uses predictive text selection, so choices will display based on the characters you type.
Warranty Expiry Date	Use the calendar and clock tools to set the warranty expiry date.
My Items Only	Click the checkbox to only include items marked as My Items in the search results.
Owner Serial Number	Enter the owner serial number. The field uses predictive text selection, so choices will display based on the characters you type.

Click the Search link.
The search result screen appears.
Click the Export to CSV button to export the list into a spreadsheet.
Click the Download button to download the searched assets list.
Click the Upload button to upload an asset CSV file.