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Asset Configuration Process End-to-End

Objective: Gain an understanding of the end-to-end process required to successfully configure Brightly Assetic for the creation of an asset register.

 

In order to be able to perform end-to-end asset configuration, depending on the task to be performed, a user will require either (or both) of the following roles:• Asset Admin• Client Admin** The Client Admin role is required to create Resources within the Admin module, which may be required for any Resource field types intended to be stored in an asset's attributes.

 

 

# Steps Description Knowledge Base Reference Video Data Exchange Upload Available?
1 Configure Asset Category and Components Configure Category and Component settings Asset Category 1. Configure Asset Category No
For more information on Asset Auto ID Generation and Asset ID prefixes Asset Auto ID Generation
2 Configure Asset Class and Asset Subclass Create all Asset Class and Subclass Asset Class 2. Configure Asset Class and Asset Subclass Yes
3 Configure Asset Type and Subtype Create all Asset Types and Subtypes Asset Type and Asset Subtype 3. Configure Asset Type and Subtype Yes
4 Configure Material Type Configure material types to be used as the component primary material Material Type 4. Configure Material Type Yes
5 Configure resource library Configure the resource library for all 'ResourceChooser' fields User and Resource Management 5. Configure Resource Library Yes
Optional
6 Configure Functional Location Types Configure the functional location types Functional Location Types 6. Configure Functional Location No
7 Asset Security Groups and Access Controls Configure any security groups and access controls Asset Security Groups and Access Controls 7. Configure Security Groups and Access Controls No