Adding and editing components

Modified on Fri, 8 Dec, 2023 at 3:34 PM

After creating a site with an asset, as many components as necessary can be added. There are two ways to add components: on the asset itself or in the Components section.

For detailed information about the input labels, please see the article Components input data.

Add a component


Adding a component through the Components section requires you to manually define any department, asset, or subassembly the component fits under. You can also add a component directly to an asset.

  1. Navigate to Sites > Components in the left-hand menu.
  2. Click Add new at the top right.
  3. Enter the required and any optional additional information.
  4. Click Save.

Add a component to an asset

  1. Navigate to Sites > Assets in the left-hand menu.
  2. Click the pencil (edit) icon next to the relevant asset.
  3. Click the Components tab.
  4. Click Add new component.
  5. Enter the required and any additional information about the component.
  6. Click Save.

Edit components

  1. Under Sites > Components, click the pencil (editicon.
  2. Edit any information you want to change.
  3. Click Save.

Export components

You can export component information in CSV format.

  1. Under Sites > Components, check the relevant components in the table.

  2. Click Download at the top right of the page.

You will receive a notification when your file is ready to download.


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