Classify an Asset

You identify and characterize assets with classifications. When you classify an asset, you can use the classification and, where appropriate, the attributes, to search for records.

To classify an asset:

  1. From the List tab of the Assets (SP) application, select the asset that you want to classify.

  2. On the Specification tab, next to the Classification field, click Detail Menu and select Classify .

  3. In the Classify dialog box, expand the classification hierarchy for any node by clicking Show Children .

  1. To select a classification level and return to the record, click . The classification path, from the top level to the node you selected is added to the field. When you select a classification, one or more attributes may be copied to the Specifications table window.

  2. Optional: Click New Row to add attributes to the asset specification

Tip: When you associate a primary customer with an asset that has a classification, other attributes may become available. You can click Select Attributes to add the new attributes to the specification.

  1. Click Save .

See also

Asset classifications

Customers and assets

Remove a classification from an asset