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Asset Registry

The Asset Registry is your central database for tracking all equipment, tools, vehicles, and other assets used in your operations.

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Accessing Assets

Click Assets in the top navigation bar to open the asset management page.

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Asset Grid

Screenshot: The Asset Registry grid showing columns for UID, Type, Name, Manufacturer, Model, Serial Number, Location, and Status with colour-coded status pills. Include the search box, status filter radio buttons, and Add/Export toolbar buttons.
The main grid displays all registered assets with columns:
  • UID - System-generated unique identifier
  • Type - Asset category (equipment, tools, vehicle, etc.)
  • Name - Asset description
  • Manufacturer - Brand name
  • Model - Model number
  • Description - Additional details
  • Serial Number - Serial or registration number
  • Location - Current location (with address tooltip)
  • Status - Active, Retired, In Repair, etc. (colour-coded)
  • Custom Dates - Configurable date fields (e.g., purchase date, next service date)

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Filtering and Searching

  • Use the search box to find assets by any column value
  • Filter by status (Active, All, etc.) using the radio buttons
  • Apply tag filters using the multi-select dropdown
  • Combine filters with AND/OR logic using the predicate toggle

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Creating a New Asset

  1. Click the Add button in the toolbar
  2. Choose numbering: Auto (system-generated) or Manual (custom UID)
  3. Fill in the required fields:
    • Name (required)
    • Type - Select from the asset category dropdown
    • Serial Number
    • Manufacturer - Select from dropdown or add a new one
    • Model
    • Owner - Link to a supplier or organisation
    • Description (up to 1,000 characters)
  4. Optionally set custom date fields
  5. Click Save
Pipeline automatically creates a default hire cost code and supply line for the new asset.

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Exporting

Click the Export button to download the asset list as an Excel spreadsheet.