How to view and mange the Asset Catalog

Step 1: Navigate to the Asset Model Catalog

  1. From the main menu, go to Community → Admin → Asset Management → Asset Model Catalog.

Figure 1: Navigating to the Asset Model Catalog


Figure 2: Asset catalog

Step 2: Create a New Asset Model

  1. Click + Asset Model on the right-hand side.

  2. Complete the required fields (*):

    • Asset Name*

    • Asset Class*

    • Asset Type* (dropdown becomes available after selecting an Asset Class)

    • Manufacturer*

    • Model*

    • Orientation

    • Size

    • Status (Active or Inactive)

    • Asset Approval (Approved or Not Approved)

    • Delegation (External or Internal)

    • Notes

  3. Click Create.

Your new asset model will now appear in the Asset Catalog.
Tip: Use the Search Bar to quickly find assets by name when the list is long.

Step 3: Edit an Asset Model

  1. From the Asset Catalog, click on the asset you want to edit.

  2. Update the fields as needed (*):

    • Asset Name*

    • Asset Class*

    • Asset Type* (dropdown becomes available after selecting an Asset Class)

    • Manufacturer*

    • Model*

    • Orientation

    • Size

    • Status (Active or Inactive)

    • Asset Approval (Approved or Not Approved)

    • Delegation (External or Internal)

    • Notes

  3. Click Save.

Your updated asset model will now appear in the Asset Catalog with the reflected changes.

Step 4: Use Filters in the Asset Catalog

Test the catalog filters to narrow down results. You can filter by:

  • Asset Class
  • Status
  • Manufacturer
  • Type
  • Delegation
  • Asset Approval


Figure 3: Asset catalog filters


Note: Most test data has been created for Asset Class = Backflow. Limited test data is available for other classes, with only one item currently available for Asset Class = Hydrant.