Sub Assets in AroFlo Office

Learn how to use the sub assets to link components to main assets in AroFlo Office

Updated on August 23rd, 2024

If some of your assets are made up of components that have their own servicing or maintenance requirements, you can use the Sub Assets feature. This means you'll have one main (parent) asset, and components linked to it will be known as sub assets.

Scenarios

  • You might have the main asset as an air conditioner main unit, and the sub assets might be the inside unit, outside unit, and the air filter
  • You can use a vehicle as the main asset and have a ladder, toolbox, and first-aid kit as sub assets
  • You may have a water heater as a main asset and the tempering valve, pressure limiting valve, and pressure relief valve as sub assets.
 

Using AroFlo's Sub Assets feature:

  • On asset cards, main assets will list the sub-assets linked to them, and sub assets will tell you the parent asset
  • When adding an asset with sub assets to a task, you can choose to add all, some, or none of the sub assets.

 

Create main asset

When creating your asset, in the Asset Details section of the asset card, tick Allow Sub Assets (see image) and then click Add Asset to save.

The Sub Assets tab is now enabled.

If the asset has already been created:

  1. Go to Manage > Assets
  2. Use your categories and client filter to find the asset you want

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  3. Click the asset name to open the asset card
  4. In the Asset Details section, click Allow Sub Assets (see image)
  5. Save Asset.
 
 

 

  1. Click the Sub Assets tab
  2. Click Add Sub Asset to select which sub assets you want to link to this main asset.

    Can't find an asset?

    The following assets will not be displayed in this list:

    - Assets already flagged as main assets

    - Sub assets that have already been linked to a main asset.

     

    Use the search boxes at the top to narrow down your search.

     
  3. Alternatively, click Add Asset to create a new asset to link to the main asset.
  4. Close the search window and Save Asset.
 
  • Use the (double-ended arrow) if you need to reorder the sub-assets
  • Click a sub-asset to open its asset card
  • Click (red cross) to remove sub-assets.
 

Parent Asset

On a sub-assets asset card, the option to Allow Sub Assets will be replaced with an option to view the main asset (Parent Asset).
 
 
 

How do parent assets and sub assets appear in the Asset List?

Parent assets will display with a plus to allow you to see which assets are linked to it as sub assets:

Sub assets will display with the parent asset in front of the name in brackets, in the form of a hyperlink:

 
 

Changing Clients

If you change the client for a main asset, the sub-assets will automatically change to the new client as well.

You cannot change the client for sub-assets.

 
 
 
 

 

Add assets with sub-assets to a task

When adding assets with sub assets to a task, from the Search Assets window:

  1. Click the plus button on a main asset to view its sub assets
  2. Tick each sub asset you want to add to the task, or, use the tick box in the header to select all sub assets

    Selecting sub-assets will automatically select the main asset.

     
  3. Close the Search Assets window
  4. Add descriptions for your main asset and sub assets by using the (optional)
  5. Save Task.
 

Your main asset will contain a Sub Asset List underneath it, showing the selected sub assets. From here, you can access the options for each sub asset, e.g. description, notes, checklist, and task asset custom fields, if applicable. See Adding Assets to Tasks for more information.

  • If you need to add a sub asset from the same grouping, or if you only selected the main asset, click Add Sub Asset to bring up the Search Sub Assets window
  • Use the to reorder sub assets.
  • Click on the main asset to collapse the Sub Asset List.
 

Remove asset

Removing a main asset from a task will also remove all its linked sub assets.