An asset family helps organize your assets into groups with a parent and sub asset relationship. For example, an HVAC unit can be considered the parent asset, with a blower as a sub-asset. Furthermore, a motor can be a sub-asset to the blower. This makes it easier for you to manage your equipment, and helps with reports.
Watch the video or read the guide below on how to create your asset family.
Video - Asset Family
Guide Asset Family
Select the Asset Module from the main menu.
Select an existing asset from the list that you want to be the parent asset, and click on the name to open its Asset Detail card.
Locate the Asset Family section in the card and note that the parent asset name is already highlighted.
Click on the +Sub Asset button to open the New Asset form.
Enter all the details of the new sub-asset. Make sure the correct parent asset is selected.
Hit Save.
Repeat. Continue to follow these steps as necessary, beginning with opening the detail card for a higher tier to add a sub-asset one level below.
Asset Family hierarchies are visible in the Asset Family section of a detail card. All assets are listed as separate items in the Asset module. There's a Parent Location column category on the list view. Click on the Asset hierarchy icon to view the equipment in an asset family.