Lesson 4: Assets

Introduction

Once you've set up your company and your users, you can start adding your assets to Helm CONNECT. You will do this from the Assets tab in Assets, under Management. This lesson will show you how to add an asset, such as a vessel, to Helm CONNECT.

Before you start

Before you start adding assets to Helm CONNECT, keep the following things in mind.

DivisionsDivisions control the data your users can see in Helm CONNECT, including any information related to assets, personnel, and other users. You must assign all your assets to a division.

NoteIf your company only has one division, all your assets will automatically be assigned to it.

Asset types An asset type represents a group of your assets. We use them in two ways in Helm CONNECT:

  • If you subscribe to Helm CONNECT Certifications, asset types will help you manage your asset certifications. When you build a certifications template, you must indicate which asset type it applies to. For example, if you create a certifications template for your lineboats that lists two certifications, then any asset that has been assigned the lineboat asset type will be required to have those two certifications.
  • If you subscribe to Helm CONNECT Inventory, asset types will help you manage your parts list across your various assets. When you create your parts list, you can assign parts to specific asset types. This will filter the parts list when you set up your assets’ part inventory.

Responsible partiesYou can assign one or more active employees to be responsible for any of your assets. Any responsible parties who can log in to Helm CONNECT will receive email notifications when tasks are created for their assets and assigned to shore.

Custom fieldsIf there's additional information you'd like to track for your assets, you can add custom fields. Any custom fields you add for one asset will be available for all your assets. Although you must have role-based permission to add, edit, or delete custom fields, any user can fill them out once you've added them.

How to add an asset

Watch the video below to see how to add an asset to Helm CONNECT: