Update an Asset

On the Edit Asset page, you can review and update an asset’s information to accurately reflect the details of the vehicle.  

Reviewing and updating an asset's information before creating a case for it is essential to having an accurate case and avoiding delays in the repair process.

To open the Edit Asset page for a specific asset:

1. Open your location from the Portal.
2. Search for your asset on the Search page.
3. Under the ACTIONS column, click click [Edit Asset].

The Edit Asset page is split into several sections:

• Asset Details
  This is the first group of fields that displays. It includes basic information such as Make, Year, Model, and Asset Location as well as maintenance numbers such as Mileage and Engine Hours.
• Address
  The physical address of where the asset resides when not in service.
• Notes
  Notes added to the asset as reminders for the shop technicians.
• Miscellaneous
  This includes information related to the pricing and telematics.
• Additional Asset Type Information
  This includes information related to the configuration and weight of the asset.
• Fleet Asset Information
  This includes information required for fleet assets.
• Extended Properties
  This includes more detailed information related to the parts of the asset.

NOTE: If the asset is part of a fleet, many of the fields may be greyed out, because only the fleet customer can change them. To request an update, click CONTACT FLEET at the top of the page to send an email to the fleet.

You can update any of the other information at any time by entering a new value, then clicking SAVE ASSET at the bottom.

See below for more information on each section.

Asset Details

This is the first group of fields that displays. It includes basic information such as Make, Year, Model, and Asset Location as well as maintenance numbers such as Mileage and Engine Hours.

Asset Type

Asset Type refers to the general type of vehicle.

• Options include Tractor, Truck, Semi-Trailer, Bus, etc.
• This information is helpful for categorization and building reports.

NOTE: If the asset is part of a fleet, and the Asset Type is already populated, it’ll be greyed out, because you can’t change it. To request an update, click CONTACT FLEET at the top of the page to send an email to the fleet.

Make/Year/Model/Engine

The Make, Year, Model, and Engine fields are required and can only be updated by the fleet customer.

When updating the Make/Year/Model/Engine fields, start with the Make. The options for each field populate based on what you select for the prior field.

• Make populates the Year options.  
• Year populates the Model options.
• Model populates the Engine options.
  

Display Information

By default, the options you select for Make/Year/Model/Engine will display on the All Cases screen and anywhere else that information is listed for the asset.

To display a different value instead of the options you select, you can enter a new value in the related Display field.

For example, if you only want to ever see the abbreviated version of the Make when looking at the asset in the All Cases list, you can enter the abbreviated version in the Display Make field and click SAVE CHANGES. The Make field for the asset will now always show the Display Make value.

Unknown Information

If the option you need isn’t available, select UNKNOWN, and then use the related Display … field to manually enter any information you have.

See above: Display Information

Unit Number

The unit number is the alphanumeric number assigned to the asset. It’s helpful for searching and distinguishing between similar assets.

It can only be updated by the fleet customer.

Mileage

The Mileage is a manually entered number that tells you how far the asset has driven.

By default, Mileage is measured in miles. If the odometer uses kilometers, you can select Kilometers in the dropdown to the right, and enter the number of kilometers instead.

To see all the previous values for Mileage, click the blue circle icon.

For more information on updating the mileage, watch this video:

Engine Hours

The Engine Hours is a manually entered number that tells you how many hours the engine has been on versus off.

To see all the previous values for Engine Hours, click the blue circle icon.

Fuel Consumed

The Fuel Consumed is a manually entered number that tells you how much fuel that asset has used.

By default, Fuel Consumed is measured in gallons. If the gas tank uses liters, you can select Liters in the dropdown to the right, and enter the number of liters instead.  

To see all the previous values for Fuel Consumed, click the blue circle icon.

Address

The address is the main physical address in which the asset resides when not in use.

You can enter any or all of the information you know for Street Address, City, State, Postal Code, and Country.

Notes

The information you enter for Shop Notes displays in the Asset Shop Notes section of the Editing Case page when the asset is part of a case.

Miscellaneous

Pricing Sources

The Pricing Source determines how an asset is valued.

Group Pricing Source

A Group Pricing Source refers to pricing sources that are already established in the system and is usually set to “DEFAULT”.

My Pricing Source

A My Pricing Source allows you to select a pricing source custom to your service location.

Warranty Type

The Warranty Type allows you to select whether an asset is “Under Warranty” or“Not Under Warranty”.

Telematics

The Telematics information is for assets that use telematics to monitor the asset using GPS and onboard diagnostics.

The Telematics Provider options include Caretrack, Peoplenet, Fleetwatcher, Teletrac, Geotab, Telogis, Voyager, and Inthinc.

Additional Asset Type Information

This section includes information related to the configuration and weight of the asset, including:

• Asset Class
• Axle Configuration
• Power Source
• Body Configuration
• Trailer/Container Configuration
• Asset Description
• Gross Weight

To see all the previous values for a specific Additional Asset Type Information field, click the blue circle icon next to the field.

Gross Weight

The Gross Weight is a manually entered number that tells you the total weight of the asset including freight, fuel, trailers, etc.

By default, Gross Weight is measured in pounds. If the asset was measured in kilograms, you can select Kilograms in the dropdown to the right, and enter the number of kilograms instead.  

Fleet Asset Information

This includes information required for fleet assets.

The Fleet Asset Information section allows users to input other asset information such as:

• Fleet-In Service Date
• Cost Center
• USDOT
• License Plate
• License Plate State
• License Plate Country
• License Plate Expiration
• Asset Status

To see all the previous values for a specific Fleet Asset Information field, click the blue circle icon next to the field.

Extended Properties

This includes more detailed information related to the parts of the asset, including:

• Body/Cab
• Engine
• Exhaust
• Fifth Wheel
• Fleet
• Front/Front of Rear Wheels and Axles
• Fuel, Vehicle Weight, and Horsepower
• In-Service Date
• Interior/Exterior Color Description
• Model Series, Year and Order Number
• Rear Axle/Rear Wheel
• Region/Location
• Suspension
• Transmission
• Vehicle