How to Assign Child Assets

Users within a specific role have the ability to assign child assets to an asset.

Locate the Parent Asset

1. From the main menu, select Operations, then Asset Details:

2. Enter the Asset Number into the field shown and select Search or hit enter on your keyboard to return the results:

3. To open the asset, double click on the grey area to the left of the Asset Number column as shown:

Assign Child Assets

4. From the Asset Details screen, select Functions>Add Child Assets.
5. The system will now take you to the Asset Details search screen page:

6. If you know the Asset Number you wish to assign to the Parent Type, enter the number into the Asset Number field and select Search or hit Enter on your keyboard:

7. Select the row as shown:

Select Close.

Select Yes to continue or No to cancel the operation .

8. If you wish to add multiple assets to the parent type, follow steps 4-5, then enter as much criteria into the search fields as possible:

9. Select the row(s) you wish to assign to the parent type, as shown:

Select Close.

Select Yes to continue or No to cancel the operation.

10. The child assets have now been assigned, select the Child Asset tab within the asset to view:

11. From this view you can check the tickboxes if required:

Or Open All to view and update if required: