Managing Assets

Assets are the core of AssetBuddy — every piece of equipment, plant, vehicle, or infrastructure that your organisation needs to track and inspect.

Creating an asset

1. Navigate to Assets from the main menu
2. Click Create Asset
3. Fill in the asset details:

Field	Required	Description
Category	Yes	The type of asset (e.g. Fire Safety, Vehicles)
Site	Yes	Which site the asset is located at
Description	Yes	A short, descriptive name (e.g. "5kg CO2 Fire Extinguisher")
Location	No	A specific location within the site (floor, zone, area)
Make/Model	No	Manufacturer and model information
Serial Number	No	The manufacturer's serial number
Install Date	No	When the asset was installed or put into service
Criticality	No	How critical the asset is: Critical, High, Medium, or Low
Replacement Value	No	The cost to replace the asset
Fuel Type	No	For powered equipment — the fuel type
Notes	No	Any additional information

4. Click Save

Asset codes

Each asset is automatically assigned a unique code based on its category prefix. For example:

• A Fire Safety asset might get the code FS-001
• A Vehicle might get the code VEH-001

These codes provide a quick, human-readable identifier for every asset.

Editing an asset

1. Go to Assets and click on the asset you want to edit
2. Click Edit
3. Update any fields and click Save

Parent and child assets

Assets can have a parent-child relationship. This is useful when a larger asset contains sub-components that need to be tracked independently. For example, a vehicle (parent) might have a winch and a crane (children).

Asset owner

Each asset can have an owner — the user responsible for that asset. The owner receives notifications when checks fail or defects are raised on their assets.

Viewing an asset

The asset detail page shows:

• Asset information and current status
• Check history — all past and upcoming inspections
• Defects — open and closed defects for this asset
• Documents — certificates, warranties, and other attached files
• Activity log — a timeline of changes made to the asset

Scanning assets

AssetBuddy supports scanning asset labels to quickly look up an asset. From the Scan page, you can scan an asset's code to jump directly to its detail page.

Required permissions

Action	Minimum role
View assets	Operator
Create assets	Supervisor
Edit assets	Supervisor
Change status	Site Manager or Engineering
Delete assets	Site Manager