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Create an Asset in AroFlo Field

Learn how to add to your asset register on the go in AroFlo Field

Updated on August 22nd, 2024

Table of Contents

Navigate to the Assets List

Select a Category

Before you can create an asset, you will need to select a category.

Categories

If you don't select a category before tapping Create Asset, you'll need to do this on the Create Asset page. See the next section.
New categories can only be created in AroFlo Office. See Create Asset Categories .

Complete asset details

Once you see the Create Asset page, complete the relevant details and tap Create Asset.

Asset Information

Asset Details

Field	Description
Category	Categories are used to group common assets together. Some examples might be air conditioners, emergency lights, or vehicles. If you selected a category in the previous step, the category will be prefilled. Tap (magnifier) if you need to change it, or if you didn't select a category in the previous step. New categories can only be created in AroFlo Office. See Create Asset Categories.
Client	Defaults to the current business unit or client if creating a client asset. If you need to change this, tap the (magnifier) to search and select from the client list.
Asset Types	Used for linking asset types to this asset. Tap (magnifier) to add an asset type to this asset, or tap x if you need to remove an asset type from this asset. Asset types let you specify which custom fields should appear on the asset.
Asset Name	This is the primary identifier for the asset. It is good practice to include a serial number within the asset name to help make it easier to identify the correct asset.
Barcode	Record the details of a barcode associated with the asset. See Barcode Scanning. To use browser scanning, tap the (target icon) to populate the Barcode field and any custom fields that have been set up as 'Barcode' fields. If you're using an external barcode scanner paired to your device, tap into any field for which you have a barcode, e.g. Model No or Serial No, and scan the item.
Date Created	The date the asset was commissioned or entered into production/usage.
Allow Sub Assets	Allows you to add sub assets that are part of the primary asset. If ticked, an option to View/Add Sub Assets will appear once the asset is created. For example, an asset might represent a large machine that consists of smaller components that are maintained and serviced on their own separately.

Once the asset has been saved, you'll have further options available. See Asset Card for more information.

Assets in AroFlo Field Asset Card Create an Asset in AroFlo Field Add assets to a task in AroFlo Field Using Task Asset Fields in AroFlo Field Sub Assets in AroFlo Field Assign Assets to Users