Overview
Assets are the building blocks of most other activity in Limble; that’s why adding assets should be one of the first things you do when setting up your account.
These are the steps you should take when creating your asset library:
Add your assets into Limble.
Create custom fields with the information you want to track.
Create an asset hierarchy and establish parent-child relationships between your assets.
You can also bulk import your assets into Limble, and bulk update them with new information and custom fields.
In this article, we’ll cover how to add your assets and build out your asset library to make the most out of Limble.
Table of Contents
Adding Assets
Users with permission #60 'Add Assets' can create new assets in Limble.
This can be done via desktop and the mobile app.
Creating Assets in the Desktop App
Creating Assets in the Desktop App
Navigate to the Manage Assets page.
Click "Add an Asset.”
In the new window, name your asset.
By default, "A Blank Asset" will be selected. If you want to create a copy from another asset, select "A Copy of an Existing Asset."
Click "Add."
Creating Assets in the Mobile App
Creating Assets in the Mobile App
From your mobile dashboard, scroll down and select “Add an Asset” under the “Others” header.
You will be prompted to add the asset name and location.
By default, "A Blank Asset" will be selected. If you want to create a copy from another asset, select "A Copy of an Existing Asset."
Click "Add."
Creating Your Asset Profile & Custom Fields
Once an asset is created, fill out the profile.
Limble provides 3 default fields: Make, Model, and Category.
You can create additional custom fields to track relevant information for your assets. There are several field types to choose from:
Text, for things like make, model, material, serial number, etc.
Number, for things like mileage or hours ran
Currency, for things like initial cost
Pictures, for things like additional imagery or troubleshooting charts
Videos, for things like calibration tutorials
Documents, for things like owner manuals, contracts, or warranty documentation
Date, for things like warranty date or install date
Dropdown, for things like up/down status
Field types cannot be changed after a field has been created. Be sure to carefully select the field type when creating a custom field.
(Note: the video field type is only available for assets.)
How to Create Custom Fields
How to Create Custom Fields
To create a custom field, click on an asset.
This will take you to the asset card. Select “Add & Edit Fields.”
In the new window, select “Create New Field."
Name your field.
Next, select a field type. In this example, we'll select the text field type. Then, click "Create."
The field will generate in the asset card. From here, enter a value.
How to Use Existing Custom Fields
How to Use Existing Custom Fields
Once a custom field is created, it can be used for other assets at the same location.
To add an existing field to an asset, click on an asset.
From the asset card, select "Add & Edit Fields."
In the new window, select the field you want to add. Then, click "Add."
The field will generate in the asset card. From here, enter a value.
You can also automatically include a field to all new assets by updating a field setting.
Follow steps 1 and 2 of the workflow above.
Click the pencil icon next to the field you want to include on all new assets.
This will take you to the field's settings. Click the check box next to "Automatically add this field to new assets at this location."
Exit the window to save your changes. Now, this field will be automatically included when a new asset is added at this location.
The last thing you can do in the asset card is upload a photo. This is another way to help differentiate your assets.
Click on the photo icon and upload as instructed.
Organizing Assets in a Hierarchy
As you are setting up your assets, consider putting them in hierarchies. Asset hierarchies are beneficial because:
They keep your assets organized -- hierarchies can be as little or as expanded as you want!
They create parent-child relationships between assets, which can be used to pass data between assets for tasks
They make assets easier to identify for work requests
For reporting, they can help you drill down into specific areas or assets that are using a lot of resources
You can create and organize asset hierarchies from the desktop and mobile apps.
Creating Hierarchies in the Desktop App
Creating Hierarchies in the Desktop App
From the Manage Assets page on the desktop app, there are two ways to build a hierarchy:
The Move Asset function
The Drag & Drop method
Move Asset
Move Asset
Click the "Options" button next to the desired asset. From the dropdown, select "Move Asset."
In the new window, select the desired parent asset and click "Select."
If the asset from step 1 has child assets, its entire hierarchy will move with it.
Drag & Drop
Drag & Drop
Hover over the asset near its name on the left-hand side until the four-way arrow appears.
Drag and drop your asset under the asset you want to be its parent.
Creating Hierarchies in the Mobile App
Creating Hierarchies in the Mobile App
Under the Search header, click "Asset."
Click on the desired asset and click "Move Asset."
Select the desired parent asset and click "Select."
If the asset from step 2 has child assets, its entire hierarchy will move with it.
Exploring the Asset Card
The asset card has a ton of easily accessible information about work history, associated vendors and parts, and more.
Within the asset card, you have access to the following information:
The Info tab includes the asset name and fields.
In the PMs tab, you’ll see all of the PMs (or preventive maintenance tasks) associated with this asset.
In the WOs tab you can see open and completed work orders associated with the asset, and even start a WO from here.
The Parts tab is where you can see which parts are associated with the asset and even manually add them here. This helps you and your team to easily know which parts are needed to perform work on this asset and how many are generally used.
The Vendors tab is where you’ll find associated vendors with your asset. This can be vendors who sold you an asset or ones you hire to perform labor on it.
The Log tab shows you all the activity that has happened to the asset. You can view the log and add additional records.
The Reports tab shows important statistics related to the asset. You can filter this information by a date range and export the information for reporting.
Within the Reports tab, you can select the "Include Children Data" option for an extra layer of reporting for parent assets and their children.
When this option is enabled, all reporting for this asset will include its childrens' data -- including widgets within the asset card and dashboards.
The Children tab allows you to create and view child assets.
Watch the Video Tutorial
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.