Manage Assets

The Manage Assets Work Center is the latest to be developed and it is currently only available on Maximo EAM SaaS. There are three buttons in the left-hand pane, summary, assets and places.

The Summary button gives you a count of the number of locations and assets and allows you to add a new location or asset, or to upload a set of records from a CSV file. There is the ability to download a template and an information page that describes the requirements for each record and its attributes.

The Places button opens a dashboard with each location as a card, but with the ability to filter and sort. Actions are also available here to add a new location or import a set of locations. The dashboard has three tabs for locations, service address and systems.

  • The Systems tab allows a new hierarchical system to be created, but not a network one. The list view shows all the systems for all the sites belonging to an organization.
  • The Service Address tab allows a new service address to be created or modified. The list view shows all the service addresses belonging to an organization.
  • The Locations tab shows the location details page which lets you add an image for the location, add or modify the service address, or location type. You can add the location to multiple systems by indicating the parent location to which it belongs. You can then change status, rolling the status down to descendent locations. You can add one or more assets to the location.

The Assets button opens a dashboard with each asset as a card, but with the ability to filter and sort. Actions are also available here to add a new asset or import a set of assets. The asset details page lets you add an image for the asset, add/change the asset type, serial number, priority and failure class, modify the location where the asset resides including moving the asset across sites, add a parent asset or select a set of assets to become children, and then change the status rolling the status down to descendent assets. You can view the work order history for the asset and attach additional photos or videos.