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Lesson 3: Working with an Asset

Asset details, files, and Job history

Shannon Steele avatar
Written by Shannon Steele
Updated this week

Introduction

Welcome! In this lesson, we will explore what an asset shows and key actions that can be taken. The goal of this lesson is to guide you through what information an asset can have and what can be done for the asset.

Asset Details

Asset Details is the main tab where you can view all the information in regard to a single asset. It displays all of the asset’s fields and data, methods to locate the asset, and two key connectors to the asset.

Form View

The Form View of an asset is the primary page that displays all information for an asset. The main parts of Asset Details are:

Header: Quick reference information and system functions

  • Name of the asset

  • Coordinates (Latitude & Longitude)

    • These coordinates are used to plot the asset on the Map View

  • Action Buttons

    • Street View

      • View the asset on Google Maps

    • Find on Map

      • View the asset on Assets' Map View

Data: Consolidated information and tools for external data

  • Collapsible Sections for different categories of data

    • Fields are located within sections

  • Sidepanel for referential information:

    • Links

      • View the asset’s reference web links

    • Files

      • View the asset’s reference documents


Street View

The Street View button automatically opens a new weblink to the asset’s coordinates on Google Maps. This is an extremely helpful tool for viewing an asset’s location and its surroundings based on the latest photography from Google’s data. For any assets that need to be seen out in the real world, this button streamlines that experience.

Example: This asset has been included in a large operation for renovations. You want to see where the asset is located and its surrounding environment to make additional decisions for its renovation.

  • Click on the Street View button to open a new browser link


Find on Map

The Find on Map button can be used to locate the asset within our GIS mapping in Assets. This is an important button that assists in visualizing the asset in relation to other assets within the application. This can provide insight into areas or regions of the map where nearby assets can all be seen at once or it can be used to view the asset and its surrounding geographical information.

Example: The asset is showing signs of degradation on some of its mechanical parts. You want to analyze if the same signs of deterioration are happening to other assets within a near proximity.

  • Click on the Find on Map button to redirect you to the Map view of Assets, with the asset being the center of your geographical view.


Links

Links are used for directing a user to outside material hyperlinks that lead to external websites, resources, or documents, enabling users to access content beyond the current site or platform. Any individual asset can be customized with its own links giving each asset a unique set of URLs for referential information.

  • Click on the Links

    • Enter the URL for external hyperlink

    • Add a name for the URL

    • Click Add


Files

The files section is an area that allows for viewing and uploading files that are relevant to this particular work. Similar to links, each asset can contain its own files directly related to the selected asset. Uploading files to an asset allows all viewers to access its referential digital documentation.

  • Upload a file to the asset by dragging in a file or clicking to upload

  • View a file by clicking the Name of the file

    • Download files by clicking on the Action menu of the file


Jobs Table

This tab is used to display existing jobs or work on the current asset, giving users the knowledge of historical or current work being done for the asset. This alleviates the pain of having to open multiple sources to find work connected to the asset. Analyzing, predicting issues, and identifying problems on assets becomes much easier when all of its relevant work history can be viewed in a single place.


Creating Work

When inspecting an asset, you might observe data that prompts a need for project work in the Workflow application in over.vu. If there are no jobs or existing jobs that cover this work, then new work can be created for the asset! You can easily find the project where this work is covered in and create a job within their system and directly connect it to the current asset.

Example: There are data points on your asset that show that it’s not performing to standard or voltages are exceeding normal values. When reviewing the jobs list for an asset, you do not find any scheduled work to review or resolve these out of ordinary results. This prompts you to create work for the asset to investigate.

  • Click on the action menu and select Create Work

    • Identify the Project that this work should reside under

    • Select the type of Job Template that covers the requested work

    • Click Create Job to create the new work for it


Wrap-Up

Now you know:

  • Information stored for an Asset

  • What actions can be taken on an Asset

  • How Assets connects to Workflow

Check Your Understanding
In this lesson you learned about:

  • The main components of an Asset

  • Methods to view an asset’s location

  • How to create work for an asset

Up Next: Lab: Asset Operations to view an in-app walkthrough of Course 3's content.

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