⚙️ Decide what the assets in your buildings are called, which data fields each kind carries and which inspections they belong in, so every technician inventories the same way.
You need the Admin or Owner role, on a computer.
Add an asset type
In the account menu, click Settings, then Asset types under Organization.
Click Add asset types. Type a Name, pick a Category such as Ventilation, Electrical, Fire or Plumbing, and press Enter. The dialog stays open for the next type and keeps the category.
Click Add to add the last one and close, or Close when you are done. Open next to a type you just added opens its page; Undo add removes it again.
Admins can also create a type on the spot from an asset's Select a type for your asset field.
Give the type its data fields
Open an asset of the type and choose Edit data fields in its three-dot menu. Under These data fields will be presented for all Assets of type …, click Add data field and Create new or Choose existing. Drag the fields into the order technicians fill them in. Every asset of the type carries them from then on. See Create a data field.
Link inspection types
In the table, the Inspections column names the kinds of inspection the type belongs in. Click the cell, tick them under Linked inspection types and click Save. On the type's own page, Linked inspection types lists each link with its instructions and subtasks: Link inspection type adds one, and Edit inspection task or Unlink in a link's menu changes or removes it. An inspection of that kind can then take its tasks from the asset type. See Add the tasks.
Edit, find and delete
Click a Category cell to change it in place. Click a type's name to open its page, where Name and Category save as you change them.
The Usage column counts the assets of each type. On the type's page, Assets of this type lists those with the most open work orders first, and Show all … in the asset list opens the Assets topic.
Tick several rows to Set category or Delete them together. Delete skips built-in types and types that assets still use. On the type's page, Delete asset type removes that one type, once no asset uses it.
Export asks before it starts, then downloads the rows in view, or only the ticked ones, as an Excel file.
Search, filters, grouping and column widths work as on the other tables in Settings. See Arrange a table in Settings.
Changing an asset's type keeps the values it already has. A value from a field the new type does not carry still shows on the asset.
If it doesn't work
A type cannot be deleted
The type is in use, or it is one of the types Vyer provides, marked A built-in asset type, which cannot be edited or deleted. Change the assets' type first, or create your own type instead.
There is no Asset types page
Only Admins and Owners see it, and only on a computer. See what each role can do.