The Edit Asset UI

After an asset is created, you can edit certain attributes and view details of the asset on Edit Asset page. On the Manage Assets page, click the asset name link in the search results to open the page for editing. On the edit page, you can update various asset attributes, mark an asset as favorite in a single click for easy access and tracking. Additionally, you can perform other functions on the vertical tabs that are rendered and populated based on whether the asset is an enterprise asset or a customer asset, and the user's assigned roles and privileges.

Here's a table with an overview of the different tabs, and whether they're available for enterprise assets and customer assets.

Tab

Description

Enterprise Assets

Customer Assets

Overview

Asset attributes that can be viewed and edited. This includes definable flexfields, custom fields added using Application Composer, asset image and attachments.

Yes

Yes

Parts List

List of parts that can be used to maintain the asset. If defined, the parts list will be available for defining work definition material requirements by operation step. Additionally, in execution you can use the parts list to add additional items to an operation step.

Yes

Yes

Meters

List of utilization meters that are instantiated and tracked for the asset

Yes

Yes

Last Sales Order Details

Details about the last time an asset was sold to a customer.

No

Yes

Hierarchy

Parent and child hierarchy view of related assets. You can view, add, remove, swap and create child assets in the hierarchy viewer.

Yes

Yes

Contracts or Subscriptions

List of contracts or subscriptions for the asset. There's a profile option that controls which object will be displayed.

No

Yes

Service Requests

List of service requests created in the Engagement Cloud or SCM Cloud for the asset.

No

Yes

Work Orders

List of field service work orders created for the asset.

No

Yes

Leads

List of customer leads created in the Engagement Cloud or SCM Cloud for the asset.

No

Yes

Opportunities

List of customer opportunities created in the Engagement Cloud or SCM Cloud for the asset.

No

Yes

Asset Groups

List of groups for which the asset is associated. You can add a new group to create an association to the asset.

Yes

Yes

Notes

List of simple text-based reference notes for your assets. You create, update, and delete the notes.

Yes

Yes

History

List of the complete history of an asset. You can assess the transaction history, chronology, and changes to the asset to plan your maintenance.

Yes

Yes

Cost

View maintenance costs at an individual work order level or aggregated by period for the asset. The costs are then displayed for a selected maintenance organization and time period.

Yes

Yes

Fixed Assets

Integrate your installed base assets and fixed assets.

Yes

Yes