Introduction to Assets in Zendu Maintenance

Introduction to Assets in Zendu Maintenance

Introduction 


Your assets encompass the facilities, equipment, and tools necessary for your operations. Within the application, you'll establish a structured hierarchy that delineates the relationship between various tools and equipment across different facilities, as well as the components that make up larger equipment.

Understanding the Asset Hierarchy

The asset hierarchy is crucial for efficient management and tracking. It typically features parent and child assets:

  1. Parent Assets: These are usually your facilities, such as buildings or departments, positioned at the top of the hierarchy.
  2. Child Assets: Any equipment or tools located within those facilities, categorized as sub-assets.

Example: In a visual representation, the Toronto and Cambridge facilities are the primary nodes, with their respective equipment listed as child assets. For instance, at the Toronto facility, the CMM (Coordinate Measuring Machine) includes its components (like the PC and printer) as sub-assets.

Planning Your Asset Hierarchy

Before diving into the setup within the app, take some time to strategize:

  1. Identify Needs: Assess what assets need to be added.
  2. Organizational Structure: Decide how to best structure your hierarchy.
  3. Naming Conventions: Establish a consistent naming convention to ensure clarity and uniformity across all assets.

Step 1: Creating Facilities

Facilities represent your physical locations, which can range from entire buildings to specific departments. The app offers flexibility in how you configure these, depending on your organization’s structure.

How to Create a Facility

  1. Navigate to Assets > All Assets.
  2. Click New.
  3. Select Locations or Facilities.

  1. Fill in the facility name.
  2. Choose one of the following:
  1. If it’s part of another location, select “This facility is a part of” and choose the parent facility from the drop-down list.
  2. If it stands alone, select “This facility is not part of another location” and provide the facility's address.

      

  1. Click Save.
  2. Repeat the steps to add any additional facilities.

Further Customization: For additional configurations (like files, custom fields, or account info), see the section on Setting Up Buildings and Facilities.


Step 2: Creating Equipment

Equipment assets include any machinery or tools present at your facilities, such as air compressors, forklifts, and generators. You can also represent components of larger equipment by nesting them within the hierarchy.

How to Create an Equipment Asset

  1. Navigate to Assets > All Assets.
  2. Click New.
  3. Select Equipment or Machines
    .
  1. Enter the equipment name.
  2. Choose one of the following:
  1. If it’s part of another piece of equipment, select “This Equipment is part of” and choose the parent asset.
  2. If it’s standalone, select “This Equipment is located at” and pick the location from the drop-down.

        

  1. Click Save.
  2. Repeat these steps for additional equipment.

Advanced Features: To learn more about BOMs (Bill of Materials), warranties, and file management for equipment, refer to the Add Equipment Assets section.


Step 3: Creating Tools

Tool assets comprise the instruments used by technicians to perform their tasks, including wrenches, drills, and pliers. Similar to equipment, tools can be standalone or part of a parent/child relationship.

How to Create a Tool Asset

  1. Navigate to Assets > All Assets.
  2. Click New.



  1. Select Tools.
  1. Enter the tool name.
  2. Choose one of the following:
  1. If it’s part of another asset, select “This Tool is part of” and choose the parent asset.
  2. If it’s standalone, select “This Tool is located at” and select the location from the drop-down.

  1. Click Save.
  2. Repeat these steps for any other tools.



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