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 |