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 |