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Edit an asset

An asset's record opens for reading. Master can switch it to editing. Other levels see "You can read this asset and record maintenance on it."

Open the record

  1. Click the asset in the Assets list, or click it in a scan.
  2. Click Open asset.

The record has up to four tabs:

  • Details: the asset's fields.
  • Maintenance: the maintenance plan and open jobs. Shown to Intermediate and Master.
  • Documents: files and links, and the model elements it is linked to.
  • History: everything recorded against the asset.

Edit the details

  1. On Details, click Edit.
  2. Change the fields you need.
  3. Click Save, or Cancel to discard your changes.

While you are editing, the other tabs are locked and show "Save or cancel the edit first". Every change is recorded in the asset's History.

To close the record, click Close.