Inventory | Data Management

Users can see and create asset types within the Inventory Portal.

Add Schema

1. Click the Add Schema icon to create a new inventory type.

2. Complete the following fields to create a new inventory type. (See the image below)

• Inventory Type Name

• Type (Location-based or Cost-based)

• Location Type (Point or Line)

• Color and Map Marker

3. Click Create.

Note: Once your inventory type is created, you can edit schema and add attributes and groups.

View Details

Click the View Details link to to view more information on an inventory type or to edit the existing inventory type.

Duplicate Schema

Click the Duplicate icon to duplicate an inventory's schema and start a new draft.

Delete

Click the Delete icon to delete an inventory type.

Edit Schema

Click the Edit Schema icon to edit schema groups, sub items, and attributes.

Top Ribbon

Edit

Click the Edit icon to update or change the inventory type name, type, location type, and/or color and map marker.

View Schema

Click the View Schema icon to preview how the schema will look in the Inventory Detail once published.

Delete

Click the Delete icon to delete the inventory type while in draft status.

Publish

Click Publish to finalize.

Note: Once a schema has been published, new assets may be added to Inventory. Attributes cannot be removed once added, however, new attributes can be added.

Adding Groups and Sub Items

You can add groups and sub items to create parent > child relationships for the asset type.

Add Group

Click the Add Group icon to group sub items.

Add Sub Item

Click the Add Sub Item icon to create a new asset to this asset type. Sub Items can be grouped at this level.

Asset Type

By clicking the asset type, you can view more information and edit attributes.

Adding Attribute Groups

Click the Add Group icon in the attribute column to create an attribute group.

Name the group.

Add Attribute

Click the Add Attribute icon to add attributes to the group.

Rename

Name the Attribute. Click Save.

Field Type

Click the attribute to edit the Field Type.

The following Field Types may be selected:

• Short Text: 100 character max

• Long Text: 2,000 character max

• Single Select: 75 options

• Multi Select: 75 options

• Yes/No: Boolean

• Numeric: Unit options are available

• Currency: 16 number + 2 decimal places

• Data Picker: YYYY-MM-DD (Displayed: MM/DD/YYYY)