Asset Template Business Process

Purpose

Asset Templates are used to store the common asset data (manufacturer, model number, and so forth) for assets of the same type. It is meant to simplify and to ensure consistency among asset of similar types. As outlined in the topic above, Asset templates are used by the Asset Creator process.

Level

Shell

Type

Line Item

Record Statuses

Groups Associated with this BP

Facility Administrators can create and edit asset templates.

Workflow

The Asset Template is a non-workflow BP.

Create

To create an Asset Template BP:

  1. Go to the Organization tab and switch to User mode.
  2. In the left Navigator, select FAM Templates (Org), and then select Asset Template.
  3. In the BP log, click Create.
  4. Complete the form.
  5. Select the Gauges and Meters and Components tabs.
    1. Click Add.
    2. Enter the required information.
  6. To save the asset template, click Submit.


Last Published Wednesday, April 9, 2025