Asset Types play an important role in organising and managing assets in FieldInsight.
They act as the structural foundation that connects customer assets to the correct maintenance tests. This helps ensure assets are tracked, tested, and scheduled accurately.
Where to Configure Asset Types
To configure Asset Types:
Go to the left-hand menu.
Click Assets.
Select Asset Types.
On the Asset Types page, you can view and manage:
Asset Categories
Level 1, Level 2, and Level 3 Asset Types
Tests associated with each Asset Type
Test frequencies
Understanding Asset Categories
Categories are used to group Asset Types for organisational purposes.
They do not control how asset tests are assigned. They simply help keep the Asset Categories page organised.
If you do not create a category, all Asset Types will appear under No Category.
Understanding Asset Type Levels
FieldInsight allows you to structure Asset Types using different levels. This is useful when an asset has related components or sub-components.
Level 1 Asset Type
A Level 1 Asset Type is the main asset type.
Use Level 1 when you are testing an asset and its components together in one checklist.
For example, if a technician can complete one checklist for the entire fire suppression system and its related parts, then you may only need to set up a Level 1 Asset Type.
Level 2 Asset Type
A Level 2 Asset Type is used when a Level 1 asset has components that need to be tested separately, at different times, or using separate checklists.
For example, a Wet Pipe System may have multiple components such as:
Control Valves, tested weekly
Sprinkler Pumps, tested monthly
If these components require separate checklists or schedules, they should be set up as Level 2 Asset Types.
Level 3 Asset Type
A Level 3 Asset Type is used when a Level 2 asset has sub-components that also need to be tested separately, at different times, or using separate checklists.
This level is only needed if the asset structure requires more detailed component tracking.
Choosing the Right Asset Structure
When managing assets, there may be cases where multiple sub-assets are always part of one primary asset.
For example, a Level 1 asset may always include three Level 2 components. In this case, you may choose to design the Level 1 test checklist with sections that reference all three components.
This keeps the test process streamlined in a single checklist.
The same approach can be used for Level 2 and Level 3 components.
The key is to find the right balance between:
Capturing the required records for each asset or component
Keeping the testing process simple and efficient for technicians
Important Considerations
A test is always performed on a single asset. This means each test applies to one Asset Type only.
This helps avoid complications that can occur when multiple assets are tested within the same checklist.
If asset testing needs to be separated, technicians will need to complete separate asset tests for each asset or component.
For example, if one Level 1 asset has three related Level 2 sub-assets, the technician may need to complete four separate asset tests in total:
One test for the Level 1 asset
One test for each of the three Level 2 sub-assets
If this separation is required, make sure each Asset Type is set up correctly. The Level 2 components should also be linked to the Level 1 asset as sub-assets so the relationship is clearly defined.
Creating an Asset Category
To create a category:
Go to Assets > Asset Types.
Click Add.
Enter the category name.
Save the category.
Note: The Group/Portfolio field is used when setting up a Portfolio. A Portfolio can be used to group categories and Asset Types by industry, which is useful if your business caters to different industries.
Adding a Level 1 Asset Type
To add a Level 1 Asset Type:
Click the arrow beside the category.
Select Add Asset Type.
Enter the Level 1 Asset Type name.
Save the Asset Type.
Example:
Fire Suppression System
This is the main Asset Type that represents the entire fire suppression system. It may be installed across different buildings or locations.
Adding a Level 2 Asset Type
To add a Level 2 Asset Type:
Click the arrow beside the Level 1 Asset Type.
Select Add Asset Type.
Enter the Level 2 Asset Type name.
Click Save.
Example:
Sprinkler System
This is a key component of the Fire Suppression System. It may have specific tests such as pressure testing, water flow testing, or mechanical inspection.
You can also click Save and Add Another to remain on the same pop-up and continue adding more Asset Types.
Another example:
Fire Alarm Panel
This is the control centre of the Fire Suppression System and alerts users in the event of a fire. Specific tests may include checking the power supply, alarm triggers, or sensor response.
Reviewing the Asset Type Setup
After setting up the category and Asset Types, you will be able to see the asset structure displayed on the Asset Types page.
At this stage, there may be no tests associated with the Asset Types yet.
NEXT:
To continue the setup, proceed to learn how to create an Asset Test Template.