Manage asset types

Asset types do a lot of work throughout Helm CONNECT and are found within most product lines. You will encounter asset types both when you are first setting up your system and while you perform your daily activities.

Within the Asset Tracking module, asset types control how asset certification templates are applied to groups of assets.

Within Helm CONNECT Maintenance, especially in the Inventory and Requisitions modules, asset types:

  • Filter the list of parts available to be assigned to an asset
  • Control which parts will show up as options for requisition line items
  • Control which parts show up as options for requisition templates
  • Control which parts show up as options for the part usage item types in maintenance templates

Within Helm CONNECT Personnel, asset types:

  • Configure which default fields and custom fields are visible and/or required in time sheets
  • Control approval polices on shore for crew changes and time sheet entries

Within Reporting, asset types appears as a filter in a number of key reports.

Create a new asset type

When you are first setting up Helm CONNECT, typically you would add asset types on the Setup > Operations > Asset Types tab. If you need to add a new asset type later, however, you can also do that conveniently on the Management > Assets > Assets > Details sub tab for an existing asset or a newly created asset.

To create a new asset type in Setup

  1. From the Setup menu, select Operations.
  2. Click the Asset Types tab.
  3. Click the New Asset Type button.
  4. In the Name field, type the full name of the new asset type.
  5. (Optional) In the Short Name field, type an abbreviated name or acronym for the new asset type.

    Note

    The Active check box is selected by default.

     

  6. Click the Save Changes button.

    SetupOperations_AssetTypestab.png

  7. Click the return icon to return to the Asset Types tab list view. The new asset type now appears in the list.

To create a new asset type in Management > Assets

  1. From the Management menu, select Assets.
  2. Click the Assets tab.
  3. Click the required asset card.
  4. On the Details sub tab, click Edit.
  5. In the Asset Types field, type the asset type name. You will see a red New tag beside the name as you type.
  6. Press Enter.
  7. Click Save. The new asset type is displayed in the Asset Types field. If you go to the Setup > Operations > Asset Types tab, you will see the new asset type in the list there as well.

 

Manage existing asset types

To keep things tidy, the Setup > Operations > Asset Types tab is the only location where you can edit or delete asset types. We did this because changing or deleting an asset type can impact a lot of different areas in the system. Since the number of people who can access the Setup menu items tends to be limited, this helps prevent unintended changes or deletions.

To edit an existing asset type

  1. From the Setup menu, select Operations.
  2. Click the Asset Types tab.
  3. Click the asset type that you want to edit, then click the Edit button.
  4. Edit the asset type information as required.

    Note

    To make an asset type inactive, clear the Active check box.

     

  5. Click the Save Changes button.

    Note

     

    • An inactive asset type will remain in the system, but you won't be able to apply it to any assets.
    • When you make an existing asset type inactive, the asset type name will show '(Inactive).'

     

     

To delete an asset type

If you attempt to delete an asset type that is in use, the system will let you know.

  1. From the Setup menu, click Operations.
  2. Click the Asset Types tab.
  3. Click the asset type you want to delete.
  4. Click the Delete button. In the confirmation message, click Delete again. If the asset type is in use, another warning will appear, listing where the asset type is in use. Use caution when deleting asset types because they may affect other areas of Helm CONNECT. Helm CONNECT will warn you if an asset type is in use, but it will not stop you from deleting it.

    AssetTypes_Delete_WARNING.png

    Important noteThis warning doesn't currently include features related to Helm CONNECT Personnel. If you subscribe to Helm CONNECT Personnel, please use caution when deleting asset types.

  5. To delete the asset type anyway, click Delete. Otherwise, click Cancel.

 

Permission settings for asset types

For a user to access the Asset Types tab, the user's role (Setup > Users > Roles) must include the following permission settings:

SetupUsersRoles_Permissions_AssetTypesTab_1.15.png