Knowledge Base
View and Edit Assets
Last updated on May 11th, 2023
Viewing the Asset Register
To see your list of assets, navigate to Resources > Assets. This opens the Asset Register page.
The asset register shows the individual asset instances in your organisation. At a glance, the list can show the Instance, Asset Code, Type, Customer, Tags, and Origin for each record.
If the asset you expect is not shown, check the search field and type filter described below before assuming the record is missing.
If you want to edit an asset instance, just click its row in the list. The fields and actions available are the same as when creating the asset instance.
Filters and Actions
The options available on the toolbar are outlined below:
- Add: Opens the Create a new asset instance page.
- Refresh: Reloads the list without clearing your current search or filters.
- Actions: Opens the asset tools menu. From here you can:
- Import/Update Instances from CSV
- Export Instances to CSV
- If the asset management add-on is enabled, you may also upload/export CSVs for Monitor Points
- Search: Filters the list using asset and customer information.
- Filter by Type: Restricts the list to a selected asset type.
The Origin column shows whether the asset instance came from Xero or was created in Gojee.
Editing Assets
Besides being able to edit details on the General tab, asset records also include these supporting tabs:
- Comments: Add and review comments recorded against the asset. If any service jobs are performed on the asset, comments from those service jobs will also appear here.
- Attachments: Upload and review files linked to the asset record. These can be accessed at any time.
- Location History: Review recorded location changes for the asset. These are not recorded until the asset instance is saved.
