Editing an asset

Editing keeps an asset’s record accurate over its working life. Names, serial numbers, locations and classifications change — keeping the record current matters because search and the asset tree depend on it.

Opening the edit form

Open the asset on the Assets page and click Edit (pencil icon) on the asset card. The edit form opens in a side panel.

The form

• Parent — the asset this one sits under (see below)
• Number and Name — both required
• Description
• Specifications — Manufacturer, Model, Serial Number
• Location & Classification — Location and Group
• Meter assignment — the Meter that tracks this asset

For Manufacturer, Location, and Group, pick a value already used on other assets, or type a new one. Reusing the same values keeps assets consistent and easy to find.

Linking to a parent

The Parent field is what creates hierarchy. Search and select the asset that this one sits underneath. Leave it empty for a top-level asset (typically a whole vessel or site).

Changing the parent moves the asset, along with all its sub-assets, to its new place in the tree.

Attaching documents and photos

Files aren’t added in the edit form. On the asset card, click the three horizontal dots (⋯) and choose Attachments, then click + to choose files or drag them in.

Linking spare parts

Spare parts aren’t added in the edit form either. On the asset card, click the down arrow next to the add button and choose Link part, then pick the inventory items that fit this asset. They appear on the asset’s Spare Parts tab.

Saving

Click Save. If a required field is empty, Tero highlights it. Click Cancel to close the form without saving.