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Creating new custom Asset Templates

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Apart from the default Asset Templates, users can create custom asset templates with specific fields to collect specific data relating to an unavailable asset type.

To create a new custom Asset Template:

  1. Use the Template Creator/Updater to create the new Asset Template.
  2. Update existing or create new Asset Tags to make selections available in the Asset Category and Body Type fields on the Asset Template.
  3. Create a new Asset Group Mapping document:
  • Open any document by clicking on the purple text in the ‘Name’ column.
  • Open a new blank document by clicking the New Document button in the bar.
  • Fill in the fields as desired. It is recommended to do this while comparing to an existing Asset Group Mapping document for a similar Asset Type.
  • Save the document.

Detailed instructions for creating Asset Templates available here.