Assets App
Assets are the heart of the Industrility platform. The Asset app gives you a complete, real-time view of every piece of equipment in your operation — from live sensor readings and location tracking to maintenance compliance, training, inspections, warranty, and AI-powered diagnostics, all in one place.
📋 Asset List
When you open the Assets app, you land on the Asset List — a searchable, filterable table of every asset in your security groups.
What does each column mean?
| Column | Description |
|---|---|
| Asset | Asset name |
| Serial # | Manufacturer serial number |
| Model | Asset model |
| Make | Manufacturer name |
| Owner | Owning organization |
| Status | Live status badge (Active shown in green) |
| Tags | Category labels |
| Dealer-RK | Associated dealer reference |
| Action | Edit / delete options |
Available tools: Search by name, serial, or ID · Filter by status, type, or tags · Toggle between list, grid, and card views · ➕ Add new asset · Request Data button for bulk data export.
💡 Tip: The platform can manage thousands of assets simultaneously. Use tags and filters together to quickly narrow large lists.
What Is an Asset?
An Asset is any individual piece of equipment, machine, or device tracked in your system. Each asset has a unique identity, a health score, a live status, and a complete history of everything that has ever happened to it. Every asset you create becomes a digital record that your team, your customers, and your service partners can all reference — eliminating guesswork and paper trails.
What are the key asset fields?
| Field | Description |
|---|---|
| Asset Name | Display name for the equipment |
| Serial # | Manufacturer's serial number |
| Telematics # (TSN) | The platform's unique 10-digit identifier — used to link all sensor data, alerts, and maintenance records to this asset. Must be unique across the account. |
| Make / Model | Manufacturer and model designation |
| Owner | The organization that owns this asset |
| Dealer / Distributor | The dealer or distributor associated with the asset |
| Status | Active, Inactive, Designed, or Provisioned |
| Tags | Labels for filtering and categorization |
📌 The Telematics Serial Number (TSN) is the most critical field. It ties all time-series data — sensor readings, alerts, maintenance events, and parts history — to this specific asset. Choose it carefully and do not change it after setup.
➕ Creating an Asset
Click ➕ on the Asset List to launch the asset creation wizard. Asset creation is organized into steps so you can move at your own pace — optional steps can be skipped and configured later.
Step 1 — Core Details (Required)
Enter the essential information: Asset Name, Description, Serial Number, Telematics # (TSN), Owner, Distributor, Make, Model, Product Video URL, and other basic fields.
⚠️ TSN must be a unique 10-digit number across the entire account. The platform validates uniqueness before saving.
Step 2 — Asset Model Data (Optional)
Link the asset to an Asset Model — a template that defines the standard specifications for this type of equipment. You can:
- Select an existing model from the dropdown
- Create a new model on the spot using the ➕ button beside the dropdown
- Upload a custom model template file
Step 3 — Sensors (Optional)
Add Sensor Groups and individual sensors to the asset. Sensors are the data inputs that power live readings, alerts, and trend analysis on the asset.
Step 4 — Parts (Optional)
Define the parts structure for this asset. Parts are linked to your documentation and parts catalog for fast lookup and ordering.
Step 5 — Asset Image (Optional)
Upload a photo of the asset. This image appears on the asset detail page and helps field teams quickly identify the correct equipment.
Step 6 — 2D / 3D Visualization (Optional)
Upload a 2D drawing, 3D model, or annotated PDF for this asset. This powers the interactive viewer in the Parts tab and enables part-level highlighting directly in the documentation.
Step 7 — Subscribers (Optional)
Add email addresses to receive automatic notifications about this asset's alerts and status changes.
✅ Result: The asset is created and appears in the Asset List, with a full timeline entry recording its creation date and configured details.
🔍 Asset Detail View
Click any asset in the list to open its Detail Page. The top of the page shows four always-visible summary panels.
Summary Panels
🖼 Asset Image A visual reference photo of the equipment, uploaded during creation or editing.
📋 Asset Information
| Field | Example |
|---|---|
| Asset Name | Centrifugal Pump Unit 4 |
| Serial # | SN-2024-00847 |
| Telematics # | 4920183756 |
| Owner | Acme Industrial Solutions |
| Make | Atlas Copco |
| Model | ZM-3000 Series |
| Dealer-RK | MidWest Equipment Distributors |
📊 Asset Status
What does each field mean?
| Field | Description |
|---|---|
| Status | Current state — Active (green), Inactive, Designed, Provisioned |
| Created Date | When the asset was first added |
| Last Updated Date | When it was most recently modified |
| Runtime | Operating hours or unit cycles logged |
| Current Location | Last known location (e.g., Pune, India) |
🎯 Asset Score
A normalized health score from 0 to 100 calculated from the asset's maintenance compliance, sensor performance, and service history. Use this as a quick indicator of overall asset health without diving into individual metrics.
📑 Asset Tabs
The detail page contains a full suite of tabs, each managing a different dimension of the asset's lifecycle. The tab bar scrolls horizontally to reveal all tabs.
📋 INFO
The Info tab is divided into two sections:
- Asset Spec — General attributes: Type, Customer Industry, Address, Asset Description, Tags.
- Model Spec — Technical specifications inherited from the linked Asset Model.
A product video player is also available on this tab, useful for displaying installation or operation videos for the equipment.
📡 SENSORS
Displays all Sensor Groups associated with this asset. Each group shows the sensor count and description. Sensor groups are the organizational containers that hold individual sensors — these sensors feed live data to your dashboards, alerts, and trend analysis.
What does each column mean?
| Column | Description |
|---|---|
| Sensor Group | Group name |
| Sensor Count | Number of sensors in the group |
| Description | What this sensor group monitors |
📍 LOCATION
Tracks where the asset is and where it has been. The tab features an interactive Google Map with two viewing modes:
| Mode | Description |
|---|---|
| 🔴 Live | Shows the asset's current real-time position |
| 📅 Historical | View the asset's movement over a custom date range (e.g., last 7 days, or a specific From/To window) |
Below the map, a Latitude & Longitude log records every position with a precise timestamp — useful for verifying field visits, delivery confirmations, or tracing unexpected movement.
🕐 TIMELINE
A chronological activity log of every system and user event related to this asset — uploads, part installations, status changes, comments, and more. Each event shows the event type, a description, a timestamp, and the user responsible.
You can add comments directly to the timeline to log notes, decisions, or communications — creating a permanent audit trail alongside automated system events.
💡 The timeline is your single source of truth for the complete history of any asset, without needing to rely on emails or spreadsheets.
📄 DOCUMENTS
Lists all documents associated with this asset — manuals, P&IDs, safety sheets, maintenance records, and more.
What does each column mean?
| Column | Description |
|---|---|
| Name | Document title |
| Description | Brief note about the document |
| Tag | Category label (e.g., Safety, Maintenance) |
| Create Date | When it was uploaded |
| Attachment | Direct link to open or download the file |
| Action | View, edit, or delete |
📌 Documents can also be attached by tagging them with the asset's TSN elsewhere in the platform — they will automatically appear here without a separate upload.
🤖 DOCGPT
DocGPT manages AI-powered document extraction jobs for this asset. When you need to extract structured data from manuals, catalogs, or technical PDFs, DocGPT creates and tracks those extraction jobs here.
What does each column mean?
| Column | Description |
|---|---|
| Job Name | Name of the extraction job |
| Extraction Type | The type of data being extracted |
| Status | Current job status |
| Created At | When the job was initiated |
🔩 PARTS
The Parts tab gives you a structured view of every component that makes up this asset, combined with an integrated document viewer.
Parts List — shows each part with:
What does each column mean?
| Column | Description |
|---|---|
| Part # | Unique part identifier |
| Name | Part name |
| Quantity | Quantity installed |
| DWG # | Drawing reference number |
| Validity | Current validity status |
| Buy | Link to purchase this part |
| Add | Add a new part instance |
Integrated PDF Viewer — Displays the associated parts catalog or maintenance manual alongside the parts list. When you click on a part in the list, the viewer automatically jumps to and highlights the corresponding section in the PDF — no manual searching needed.
💡 The PDF viewer supports both standard parts catalogs and annotated PDFs. You can switch between multiple linked documents using the document dropdown above the viewer.
🔔 ALERTS
The Alerts tab has two sections:
Alerts Summary — A consolidated view of all active and historical alerts for this asset:
What does each column mean?
| Column | Description |
|---|---|
| Asset | Asset name |
| Serial # | Asset serial number |
| Priority | Alert severity level |
| Status | Open, acknowledged, or resolved |
| Event | What triggered the alert |
| Action | Recommended response |
| Type | Alert category |
| Description | Detailed alert message |
Alerts Configuration — Define and manage the alert rules for this asset. Set thresholds, assign alert types, and configure which email addresses should be notified when each alert condition is met.
🛠 MAINTENANCE
The Maintenance tab is split into several sub-tabs that together give you complete control over planned and actual maintenance.
Asset Maintenance Compliance Chart — A visual timeline comparing:
| Line | Meaning |
|---|---|
| 🔵 Actual Maintenance | When maintenance was actually performed |
| 🟢 Current Time | Today's position on the timeline |
| 🟠 Planned Maintenance | Scheduled PM dates |
| 🔴 Missed Maintenance | Overdue maintenance events |
| 🟣 Asset Startup | When the asset was first commissioned |
This chart makes it immediately clear whether the asset is ahead, on track, or behind on its maintenance schedule.
VIDEO — Stores recordings of previous video call sessions associated with this asset, including time stamp, duration, and room name. Useful for documenting remote support or inspection calls.
🛡 DYNAMIC WARRANTY
Unlike a traditional fixed warranty, a Dynamic Warranty extends or adjusts based on how well the asset is maintained and how qualified service events are logged.
What does each field mean?
| Field | Description |
|---|---|
| Dynamic Warranty | Current warranty duration (e.g., 3 Yrs + 0.5 Yrs extension earned) |
| Dynamic Warranty Status | Active or expired |
| Digital Warranty Status | Last digital event received |
| Warranty Type | Plan name (e.g., Standard 3-year + Dynamic Warranty Rider) |
| Warranty Plan Coverage | What is covered (e.g., PowerTrain + Parts) |
| Expiry | Warranty end date |
| Distributor Contact | Contact email for warranty claims |
WARRANTY EVENTS — A log of every qualified and non-qualified service event, showing: Date/Time, Event, Event Type, whether it was Qualified, Event Category, Credits Earned, and whether it was repealed.
💡 Every qualified maintenance event can add time to the warranty. Keeping maintenance current is the best way to maximize warranty coverage.
📧 SUBSCRIBERS
A list of all email addresses subscribed to receive notifications for this asset. Subscribers are automatically notified when alerts fire or significant status changes occur.
Click ➕ to add new subscribers without editing the full asset record.
🎓 TRAINING
Manage training courses that users must complete for this asset. The Training tab uses three views to track progress:
| View | What It Shows |
|---|---|
| Start New | Courses assigned but not yet started |
| In Progress | Courses currently underway, with start dates and assigned users |
| Completed | Finished courses with completion dates and assigned personnel |
Each course entry shows: Ref ID, Title, Course Duration, Author, Tags, Status, and the assigned user. A Course Templates List at the bottom shows reusable templates available to spin up new training assignments.
Starting a course triggers a confirmation dialog that assigns a unique training label (e.g., TRA-150530) and logs the start date in the timeline.
🔍 INSPECTIONS
Schedule, assign, and track inspections for this asset across three views: Start New, In Progress, and Completed.
Each inspection entry shows: Ref ID, Title, Duration, Author, Tags, Status (Due or In-Progress), Assigned technician, and Action.
Starting an inspection prompts a confirmation with a generated label (e.g., INS-135018) and the scheduled start date.
Conducting an inspection opens a guided checklist interface with:
- A left panel listing all checklist sections and individual inspection tasks
- A right panel showing the current step, step number out of total (e.g., 3 / 25), and a Show Instructions button for detailed guidance
- Navigation with Back and Save & Next to progress through tasks
An Inspection Templates List at the bottom shows reusable templates you can assign to this asset.
✅ CHECKLISTS
Operational checklists work the same way as inspections, with Start New, In Progress, and Completed views. Use checklists for recurring operational procedures, pre-shift checks, or compliance requirements.
Each checklist shows: Ref ID, Title, Duration, Author, Tags, Status, Completion date, and Assigned user. A Checklist Templates List below allows templates to be reused across assets of the same type.
📋 AUDITS
Schedule and track formal audits for this asset — internal quality audits, compliance reviews, or third-party assessments. Same Start New / In Progress / Completed structure as inspections and checklists.
Each audit entry shows: Ref ID, Title, Duration, Author, Tags, Status, Assigned user, and Action. An Audit Templates List is available for reusable audit frameworks.
🎫 SUPPORT
Manage support tickets raised against this asset. This tab serves as the asset-level view into your broader case management system.
What does each column mean?
| Column | Description |
|---|---|
| Ref ID | Ticket reference number |
| Title | Issue description |
| Duration | Scheduled resolution window |
| Author | Who raised the ticket |
| Tags | Category labels |
| Status | Due, In Progress, or Resolved |
| Assigned | Responsible technician or team |
A Support Ticket Templates List stores reusable ticket structures for common issue types — speeding up ticket creation for recurring problems.
🧠 TWINGPT
TwinGPT is the AI assistant for this asset. It ingests selected asset data and lets you ask natural-language questions about the equipment, its history, documents, and status.
How to use TwinGPT:
- Select the data sources you want the AI to use by checking the relevant options:
| Option | What It Includes |
|---|---|
| ☑ Info | Asset specifications and details |
| ☑ Documents | Uploaded manuals, diagrams, and files |
| ☐ Sensors | Live and historical sensor readings |
| ☐ Location | GPS and location history |
| ☐ Timeline | Activity history and events |
| ☐ Parts | Parts list and structure |
| ☐ Alerts | Alert history and configurations |
| ☐ Maintenance | Maintenance records and compliance |
| ☐ Dynamic Warranty | Warranty status and events |
| ☐ Training | Training records |
| ☐ Inspections | Inspection history |
| ☐ Checklists | Checklist records |
| ☐ Support | Support ticket history |
- Click INGEST to load the selected data into the AI context.
- Type your question in the chat box and press send.
💡 Start focused. Ingest only the data relevant to your question for faster, more accurate answers. For example, if you're asking about a maintenance issue, select Info, Documents, Maintenance, and Alerts.
⚠️ AI can make mistakes. Verify important information against source records.
📈 LIFECYCLE
Track the total cost of ownership for this asset across its entire lifespan. Each lifecycle event is logged with:
What does each column mean?
| Column | Description |
|---|---|
| Event Name | What happened |
| Description | Detailed notes |
| Event Time | When it occurred |
| Phase | Installed, Maintenance, Operational, Modernization, or Disposal |
| Stage | Sub-stage within the phase |
| Type | Event category |
| Cost ($) | Financial cost associated with the event |
Use the Lifecycle tab to build a true picture of what an asset has cost over time — supporting replacement decisions, budget planning, and total cost analysis.
📷 PHOTOS
A visual archive of photos related to this asset — installation documentation, pre/post maintenance records, damage reports, and reference images. Photos are stored chronologically and can be downloaded directly.
👥 CONTACTS
A directory of every person associated with this asset — operators, technicians, managers, vendors, and service partners.
What does each column mean?
| Column | Description |
|---|---|
| First / Last Name | Contact name |
| Organization | Their company |
| Asset Type Tags | Which asset types they're associated with |
| Title / Department | Role and department |
| Contact email | |
| Service Tags | Service specializations |
| Address / City / State / Country | Location |
🎫 CASES
Tracks all open and historical cases (support and service requests) for this asset from the broader case management system.
What does each column mean?
| Column | Description |
|---|---|
| Case ID | Unique identifier |
| Title | Issue or request summary |
| Case Type | Category of the case |
| Customer Name | Who raised the case |
| Channel Source | How the case was submitted |
| Priority | Urgency level |
| Status | Current state |
🔄 Common Workflows
Workflow 1 — Onboarding a New Asset
- Create the asset with core details (Name, Serial #, TSN, Owner, Make, Model).
- Link to an Asset Model.
- Add sensor groups.
- Upload asset image and 2D/3D documentation.
- Add subscribers for alert notifications.
- Assign training courses via the Training tab.
- Schedule the initial inspection via the Inspections tab.
✅ Result: The asset is fully configured, visible to the right teams, and ready for live monitoring from day one.
Workflow 2 — Conducting a Routine Inspection
- Open the asset and navigate to the INSPECTIONS tab.
- Go to Start New and locate the scheduled inspection.
- Click the play button and confirm to start — a unique label is generated.
- Work through each checklist step using Save & Next.
- Reference instructions with Show Instructions on each step as needed.
- Complete all steps and mark the inspection as done.
- Any issues found automatically create timeline entries.
✅ Result: A completed inspection record is logged with the technician, date, and all step results — fully traceable.
Workflow 3 — Investigating an Alert with TwinGPT
- Open the asset and navigate to ALERTS to review the active alert.
- Switch to the TWINGPT tab.
- Select: Info, Documents, Alerts, Maintenance, and Sensors.
- Click INGEST.
- Ask: "What is causing the current alert and what does the manual recommend?"
- Use the AI's response to guide your diagnosis — verify against source documents.
✅ Result: Faster root-cause analysis without switching between tabs or searching through PDFs manually.
Workflow 4 — Tracking Warranty-Qualifying Maintenance
- Complete a maintenance event and log it through the MAINTENANCE tab.
- Navigate to DYNAMIC WARRANTY to verify the event was recorded as qualified.
- Check the Credits Earned column in the Warranty Events log.
- Confirm the warranty duration has extended accordingly.
✅ Result: Every qualified service event is documented and contributes to extended warranty coverage.
📥 Bulk Asset Ingestion
Asset data can be created and updated in bulk using Self Serve Ingestion rather than managing records individually. The following ingestion types are available for asset-related data:
| Ingestion Type | What It Does |
|---|---|
| Create Assets | Create new asset records in bulk |
| Update Assets | Modify fields on existing assets |
| Update Asset Images | Add or replace images on existing assets |
| Create Asset Models | Create asset model definitions |
| Update Asset Models | Modify existing asset model records |
| Update Asset Models Image | Add or replace images on asset models |
| Create Asset Parts | Add parts to assets in bulk |
| Update Parts | Modify existing parts records |
| Create Asset Custom Properties | Add custom property fields to assets |
| Create Asset Sensor | Create sensor definitions linked to assets |
| Add Asset Timeline Events | Record lifecycle events on asset timelines |
| Create Assets Hierarchy | Set up parent-child relationships between assets |
| Map Assets with System | Associate existing assets to systems |
See the Ingestion documentation for CSV template formats and the step-by-step upload process.
✅ Best Practices
-
🔑 TSN is permanent. Treat the Telematics Serial Number as you would a serial number on physical hardware. Changing it after setup breaks all linked historical data.
-
📄 Tag documents with the asset's TSN. Any document uploaded anywhere in the platform with the correct TSN tag will automatically surface in the asset's Documents tab — no duplicate uploads needed.
-
🏥 Monitor the Asset Score. A declining score is an early warning sign. Investigate assets that drop below 70 before they generate alerts.
-
📅 Stay ahead of maintenance. The Maintenance Compliance chart makes gaps visible at a glance. Missed maintenance directly reduces Dynamic Warranty credits.
-
🧠 Use TwinGPT before escalating support tickets. Many questions about equipment behavior, recommended procedures, or historical patterns can be answered by the AI using the asset's own documents and data.
-
📋 Use templates for everything repeatable. Training, inspections, checklists, audits, and support tickets all support templates — standardize your common procedures once and reuse them across all similar assets.
💡 Tips & Shortcuts
| Tip | How |
|---|---|
| Find an asset fast | Search by asset name, serial number, or ID from the Asset List |
| Narrow a large list | Filter by status (Active/Inactive), type, owner, or tags |
| Switch views | Toggle between list, grid, and card views using the toolbar icons |
| Export data | Use the Request Data button to generate a bulk data export |
| Jump to the right tab | Tabs scroll horizontally — look for Maintenance, TwinGPT, Lifecycle, Photos, Contacts, and Cases in the extended tab bar |
| Reset 3D / PDF view | Use the home icon in the viewer to return to the default position |
📌 Pin Asset Location
Manually set an asset's location, overriding GPS. Once pinned, all GPS coordinates are ignored.
Use the Pin icon on the Location tab map. Search/zoom to find the location first.
⚠️ First-time pinning may take up to 30 minutes to block automatic GPS updates.
📊 Sensor Data Aggregation
| Date Range | Data Resolution |
|---|---|
| Within 72 hours | Raw data points |
| 72 hours – 7 days | Hourly aggregation |
| 7 – 30 days | Daily aggregation |
Charts can be downloaded or annotated. Export checked data points to CSV.
🔧 Editing the Digital Twin
To edit properties, click the edit icon. To replace a physical part/sensor, delete the old one first, then add a new one. Sensors cannot have children, but you can create new SensorGroups.
| Step | Content | Details |
|---|---|---|
| 1 | Image | Stock or actual photo |
| 2 | Static Properties | Key-value pairs grouped into sections |
| 3 | Model Info | Shared across same-model digital twins |
| 4 | Parts Data | As-built, as-maintained, aftermarket kits |
| 5 | Sensors & SensorGroups | IoT DataPoints. MainKPI supports bar chart, gauge, thermometer |
| 6 | 2D/3D Diagram | 40+ formats, annotated PDF |
| 7 | Device OTA | ModBus/CanBus mappings, firmware updates (Edge OS only) |
| 8 | Contracts | Maintenance or Warranty specs |
| 9 | Images | Upload photos |
| 10 | Subscribers | Email followers for asset notifications |
🔗 Related Apps
- 🔄 LifeCycle — Asset lifecycle phases, cost analysis, and lifespan projections
- 🔔 Alerts — Configure alert triggers for this asset's sensors
- 🔧 Maintenance — View and manage maintenance plans for assets
- 🔍 Inspections — Run inspections on assets
- 📚 Manuals — Access documents tagged to this asset
- 🔩 Parts — Track parts validity and compliance
- 🗺️ Maps — Locate this asset on the fleet map
- 🎓 Training — Training courses assigned to this asset model