Asset Creator Business Process

Purpose

The Asset Creator process simplifies and automates the creation of asset records and all related objects. During asset creation process, the user populates all asset data that are specific to this asset instance, for example, Serial Number, Location, Install date, In-Service Date, Purchase Price, and so forth. All other asset data that are common (similar type of asset) can be automatically populated by selecting an Asset Template (see the next section below).

After the asset creation is submitted, the actual Asset record is autocreated along with the corresponding preventive maintenance book record (PM BOOK) for the asset (assuming preventive maintenance is required, as well as the Meter Readings record for this asset).

Level

Shell

Type

Simple

Record Statuses

Completed

Groups Associated with this BP

Facility Administrators can create assets.

Workflow

The Asset Creator BP has a workflow that goes directly from Creation to End. Additional steps may be added for collaboration or approval by an administrator in uDesigner.

Create

To create an Asset Creator BP:

  1. Go to the shell tab (for example, Building) where you want to create the record and switch to User mode.
  2. In the left Navigator, select Assets, and then select Asset Creator.
  3. In the BP log, click Create.
  4. Complete the form.

    The required fields are marked with a red asterisk.

  5. From the Workflow Actions menu, select Create Asset.

Last Published Wednesday, April 9, 2025