Adding Asset Classifications and Product Codes

Asset Classifications

The asset classification scheme in TrackAbout allows you to keep track of your assets at 3 different levels: category, group and type. This structure gives you more flexibility in looking up assets, displaying asset information, and reporting on assets or asset types.

Adding New Classification

Asset Classifications and Product Codes

You first need to add asset type, then add the product code. While adding the product code, you will map it to the correct asset type.

Add New Category

• Go to the Asset Classifications page
• Type “Asset Classifications” in the Jump To box

or

• Use the menu bar and go to TrackAbout Config > Asset Classifications
• Click on Asset Classifications (next to the green arrow)
  
• Click Add New Top-Level Category
• Type in the name of the category and click Save

Category Pointers: Categories are the top level of asset classification in TrackAbout, so any terms used here should be pretty general– possibly related to the use of the gas. For example: Medical, Industrial, Food Grade, etc.

Add New Group

• Go to the Asset Classifications page
  • Type “Asset Classifications” in the Jump To box

or

• • Use the menu bar and go to TrackAbout Config > Asset Classifications
• Click on the Category under which you want the Group to be
  
• Click Add New Group Below
• Make sure the Category in the drop-down is correct
• Type in the name of the group and click Save

Group Pointers: Groups are the second level of classification in TrackAbout, and should give a little more description than the category, such as the name of the gas or gas mixture.

Add New Type

• Go to the Asset Classifications page
• Type “Asset Classifications” in the Jump To box

or

• Use the menu bar and go to TrackAbout Config > Asset Classifications
• Click on the + next to the Category you want the type to be under
• Click on the Group under which you want the Type to be
  
• Click Add New Type Below
• Make sure the Category and the Group in the drop-downs are correct
• Type in the name of the type and click Save

An example of a completed Asset Classification Tree

Adding a Product Code

Even if the Product Code is the same as the Type, a Product Code must still be added.

• From the menu Trackabout Config, select Add New Product Codes
• TrackAbout Config --> Add New Product Codes (or type “Product Code Mappings” in the Jump To box)
• Enter the Product Code and the Description
• Select the Tracking Status. (Default is tracked) Please read (here) for a more complete and accurate description of what all the Tracking statuses mean.
• Choose the Category, Group, and Type from the drop-down lists
• If you are using Asset Families, choose an Asset Family.
• Click the Save button

NOTE: If the needed Category, Group, and Type are not listed, click on the Asset Classifications link to set them up

Editing Product Codes

Editing Product Codes