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Asset Tree

The Assets section is used to manage the assets. Asset is used here as a general term. What an asset is (machine, production line, sensor, production site, operating manual, ...) is left to the user. It is possible to customize the asset structure according to your own needs. Whether you want to define the machine as the top unit or rather start at the plant.

For an asset, there is an option to store information describing the asset, this includes:

  • Nameplate information and technical data

  • a picture of the asset

  • files, for documents, drawings, pictures, videos

The asset overview page is divided into 2 areas:

  1. The Asset Tree: Here the assets are displayed in a tree structure. You can descend into each asset and reach the sub-assets.

  2. The Asset Overview: Here the image and initial information about the asset is displayed. This block is updated when you click on the line of an asset in the tree.

  3. The Customer Filter: Depending on which customer groups you have permission for, they will be listed here and you can filter the list by customer.

 

Asset Templates

With an asset template you create a template for the detailed information of assets. You can define which information can be stored for this type of asset and which of these fields are mandatory. With the overview checkbox you can decide which fields are show in the preview on top of the asset.

Deselecting one or more of the 4 tabs means, this function is not available on this asset. If you deselect the ‘Open Tickets’ tab means the tab is not shown and it is not possible to create tickets for this type of assets. Same with the ‘Sub Assets’ tab. If this is not checked you cannot create sub assets for this asset.

You have to give the template a name and you can use the + button to add new fields for your template.

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Dialog for creation of a new template

Note that the first two fields are used to display the asset. Use these fields to store identifying information. In the following example you will find the first two fields (Manufacturer, Manufacturer Product Designation) in the right detail area for the asset.

Reserved field names

When creating templates, field names can also be assigned that have special functions within x4portal.

Field name

Function

x4portal-deviceId

Storage of a DeviceId from x4remote. This makes a button visible on the asset overview which links to a device within x4remote.

x4portal-pageId

Specification of a pageId from x4remote. The button takes you directly to a dashboard page.

x4portal-location

For storing coordinates (latitude and longitude, separated by commas).

These are shown on the map.

Example: 52.518681, 13.374857

x4portal-productInformationUrl

Path to the manufacturer's website with more information about this product. The content must result in an Internet address. This is called up on the detail page via the “Vendor Product Information” button.

x4portal-componentPath

This field will be automaticaly added to every new asset and are filled with the assed identification number. The field is used for creating tickets for this asset and shall contain an identification string the machine is using.

Asset detail page

All information and documentation about the asset is available on the asset detail page. The child assets are listed, the instance information is displayed. You can store the documents for the asset here and get an overview of all the assets assigned to the asset.

QR code

The QR code shown here is specific to this asset. It contains a link to this detail page. You can offer your machine user quick access to the asset information and the possibility to create tickets for this asset by attaching this code to the relevant machine part. Scanned with the smartphone, it brings the user to the relevant information and functions.

Sub Assets Tab

Displays all directly subordinate assets. These can be edited and opened here.

Details Tab

View of asset detail information. In the section “settings” all the reserved fields (https://ll-public.atlassian.net/wiki/spaces/X4/pages/258179083/Assets#Reserved-field-names ), starting with “x4portal-…” are placed.

Empty fields are hided by default. To show them uncheck the check box in the upper left corner.

Product Information Tab

List of documents and link to the manufacturer's website.

Open tickets Tab

A list of open service tickets attached to the asset.

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