Assets
Learn how asset records work in R2, how to view assets on the map or list, organize categories, and manage the information connected to each asset.
Overview
What Is an Asset?
An Asset is a record used to track a specific piece of equipment, infrastructure, assembly, device, or other item your organization needs to manage.
Tracked Item
Assets help you manage equipment, assemblies, infrastructure, devices, and other physical items.
Connected Records
Assets can connect to locations, tasks, contacts, and other records when your workflow needs it.
Added Information
Notes, files, and notices can be added directly to an asset and only appear on that asset record.
Asset Center
Manage Asset Records From One Place
The Asset Center is the main workspace for viewing, searching, filtering, adding, exporting, and opening asset records.
What You Can Do
Use the Asset Center to find asset records, switch between map and list views, manage categories, create exports, add new assets, and open individual asset records for more detail.
Views & Categories
Map View, List View, and Categories
Assets can be viewed geographically on a map, managed in a structured list, or organized by category.
Map View
Map View displays mapped asset records by geographic position.
- View asset markers on a map
- Search and filter assets
- Filter by asset counts, compliance, open tasks, overdue PM, triggers, or categories
- Click a map icon to view or open the asset record
- Create PDF or CSV exports from the map view
- Add a new asset record
List View
List View displays asset records in a structured list so you can review and manage records quickly.
- Search and filter asset records
- Click an asset to open the record
- Create PDF or CSV exports
- Add a new asset record
- Select records for bulk actions
Categories
Categories help organize assets by type so records are easier to filter, review, and manage.
- View existing asset categories
- Add new categories
- Review how many assets are assigned to each category
- Select a category to view category details
List View Bulk Actions
Work Across Multiple Selected Assets
In List View, bulk actions allow you to perform actions across multiple selected asset records at once.
Asset Record
Opening and Managing an Asset
Selecting an asset opens the Asset Record. This is the workspace for one specific asset and the information associated with it.
Find the Asset
Use Map View, List View, categories, search, or filters to find the asset record you need.
Open the Record
Click the asset from the map or list to open the asset’s record workspace.
Manage Details
Review asset details, connected records, and information added directly to the asset.
Asset Details
Asset Details stores the main information for the selected asset.
- Asset name and category
- Make, model, type, and size
- Serial number or identifying details
- Asset status or compliance status
- GPS coordinates when mapped
- Assigned or responsible user when applicable
Connected Records
Connected records maintain a relationship with the asset while still remaining their own records elsewhere in the platform.
- Related location
- Assigned tasks
- Contacts when applicable
- Assemblies when used in your workflow
Added Information
Notes, files, and notices are added directly to the asset record and only appear on that specific record.
- Notes such as service instructions or reminders
- Files such as photos, PDFs, manuals, or documents
- Notices such as reminders, compliance notices, or customer communications
