Last updated: November 2024
Learn how to view assets, create new assets, manage asset types, and record meter readings.
- What you'll need - Viewing assets - Creating assets - Managing asset types - Recording meter readings - Frequently asked questions
What you'll need
- A Scan2Evolve account with admin or site manager role (for creating assets) - Access to assets (for viewing assets) - (Optional) Camera access for QR code scanning - (Optional) Printer for printing QR code labels
Viewing assets
Web app
Step 1: Navigate to assets
- Click Assets in the navigation menu
- Go to /admin/assets
- Asset list is displayed
Step 2: Browse assets - View list of all assets - Filter by site, asset type, or status - Search for specific assets - Sort by name, code, type, or site
Step 3: View asset details - Click on an asset to view details - See asset information, inspection history, and meter readings - View asset documents - View QR code
Example:
1. Go to "Assets" page
2. Filter by "Site: Main Factory"
3. Filter by "Asset Type: Pump"
4. Search for "Pump-001"
5. Click on asset "Pump-001"
6. View asset details, inspection history, and meter readingsMobile app
Step 1: Open assets - Tap Assets in the navigation menu - Asset list is displayed
Step 2: Browse assets - View list of all assets - Filter by site, asset type, or status - Search for specific assets - Tap on an asset to view details
Step 3: View asset details - Tap on an asset to view details - See asset information, inspection history, and meter readings - View asset documents - View QR code
Example:
1. Tap "Assets" in navigation menu
2. Filter by "Site: Main Factory"
3. Filter by "Asset Type: Pump"
4. Search for "Pump-001"
5. Tap on asset "Pump-001"
6. View asset details, inspection history, and meter readingsCreating assets
Web app
Step 1: Navigate to assets
- Click Assets in the navigation menu
- Go to /admin/assets
- Click Create Asset button
Step 2: Fill asset information - Name: Asset name (e.g., "Pump-001") * - Code: Asset code (optional, unique) - Asset Type: Select asset type * - Site: Select site * - Serial Number: Serial number (optional) - Description: Asset description (optional) - Documents: Upload documents (optional)
Step 3: Save asset - Click Save button - Asset is created - QR code is generated automatically
Example:
Name: "Pump-001" *
Code: "PMP-001"
Asset Type: Pump *
Site: Main Factory *
Serial Number: "SN123456"
Description: "Main production pump"
Documents: [Upload pump manual PDF]
Click "Save" button
Asset is created
QR code is generated automaticallyMobile app
Step 1: Open assets - Tap Assets in the navigation menu - Tap Create Asset button
Step 2: Fill asset information - Enter asset name * - Select asset type * - Select site * - Enter serial number (optional) - Enter description (optional) - Upload documents (optional)
Step 3: Save asset - Tap Save button - Asset is created - QR code is generated automatically
Example:
1. Tap "Assets" in navigation menu
2. Tap "Create Asset" button
3. Enter asset name "Pump-001"
4. Select asset type "Pump"
5. Select site "Main Factory"
6. Enter serial number "SN123456"
7. Tap "Save" button
8. Asset is created
9. QR code is generated automaticallyManaging asset types
Web app
Step 1: Navigate to asset types
- Go to Assets page
- Click Types tab
- Or go to /admin/assets/types
Step 2: View asset types - View list of all asset types - See asset types with associated meters and templates
Step 3: Create asset type - Click Create Asset Type button - Enter asset type name and description - Save asset type
Example:
Asset Type: "Pump"
Description: "Industrial pumps"
Associated Meters: Pressure, Temperature, Flow Rate
Associated Templates: Pump InspectionMobile app
Step 1: Open asset types - Tap Assets in the navigation menu - Tap Types tab - View asset types
Step 2: Create asset type - Tap Create Asset Type button - Enter asset type name and description - Save asset type
Example:
1. Tap "Assets" → "Types"
2. Tap "Create Asset Type" button
3. Enter asset type name "Pump"
4. Enter description "Industrial pumps"
5. Tap "Save" button
6. Asset type is createdRecording meter readings
Web app
Step 1: Navigate to asset - Go to Assets page - Click on an asset - Go to Meters tab
Step 2: Record reading - Click Record Reading button - Select meter from dropdown - Enter reading value - Take photo of meter (optional) - Add note (optional) - Save reading
Step 3: Reading recorded - Reading is recorded - Delta is calculated automatically - Anomaly detection runs (if configured) - Reading history is updated
Example:
Asset: "Pump-001"
Meter: "Pump Pressure"
Reading: 150.5 PSI
Photo: [Photo of pressure gauge]
Note: "Normal operating pressure"
Delta: +2.5 PSI (from previous reading)
Anomaly: No (within normal range)Mobile app
Step 1: Open asset - Tap Assets in the navigation menu - Tap on an asset - Go to Meters tab
Step 2: Record reading - Tap Record Reading button - Select meter from dropdown - Enter reading value - Take photo of meter (optional) - Add note (optional) - Save reading
Step 3: Reading recorded - Reading is recorded - Delta is calculated automatically - Anomaly detection runs (if configured) - Reading history is updated
Example:
1. Tap "Assets" in navigation menu
2. Tap on asset "Pump-001"
3. Go to "Meters" tab
4. Tap "Record Reading" button
5. Select meter "Pump Pressure"
6. Enter reading "150.5"
7. Take photo of pressure gauge
8. Add note "Normal operating pressure"
9. Tap "Save" button
10. Reading is recordedViewing asset inspection history
Web app
Step 1: Navigate to asset - Go to Assets page - Click on an asset - Go to Inspections tab
Step 2: View inspection history - View list of all inspections conducted on the asset - See inspection dates, inspectors, and status - View last inspection date - Click on an inspection to view details
Example:
Asset: "Pump-001"
Inspections:
- INS-2024-001: 2024-11-15, Inspector: John Doe, Status: Completed
- INS-2024-002: 2024-11-20, Inspector: Jane Smith, Status: Completed
- INS-2024-003: 2024-11-25, Inspector: John Doe, Status: In Progress
Last Inspection: 2024-11-20Mobile app
Step 1: Open asset - Tap Assets in the navigation menu - Tap on an asset - Go to Inspections tab
Step 2: View inspection history - View list of all inspections conducted on the asset - See inspection dates, inspectors, and status - View last inspection date - Tap on an inspection to view details
Example:
1. Tap "Assets" in navigation menu
2. Tap on asset "Pump-001"
3. Go to "Inspections" tab
4. View inspection history
5. See inspection dates, inspectors, and status
6. Tap on inspection to view detailsFrequently asked questions
How do I create an asset?
Go to the Assets page, click "Create Asset" button, fill out asset information, and save. The QR code is generated automatically.
How do I assign an asset to a site?
When creating or editing an asset, select a site from the dropdown. Assets must be assigned to a site.
How do I assign an asset type to an asset?
When creating or editing an asset, select an asset type from the dropdown. Asset types categorize assets.
How do I record a meter reading?
Go to the asset details page, go to the Meters tab, click "Record Reading" button, enter reading value, and save.
How do I view asset inspection history?
Go to the asset details page, go to the Inspections tab, and view the list of inspections conducted on the asset.
How do I print a QR code label?
Go to the asset details page, go to the QR Code tab, and click "Print QR Code Label" button.
Can I edit an asset after creating it?
Yes, you can edit assets. Go to the asset details page and click "Edit" button.
Can I delete an asset?
Assets can be archived, not permanently deleted. Contact your administrator to archive an asset.
How do I upload documents to an asset?
When creating or editing an asset, click "Upload Documents" button and select files to upload.
How do I view asset documents?
Go to the asset details page and go to the Documents tab to view uploaded documents.
Related articles
- Creating assets - Managing asset types - Recording meter readings - QR code scanning - Inspection history
Need Help? Contact support@scan2evolve.com or your customer success manager.