When bringing assets into FM Link, there are two options available:

  1. Bulk importing assets using CSV

  2. Creating assets using the Asset button

There are 3 steps when using the Bulk import assets using a CSV:

  1. Download CSV

  2. Populate CSV with Data

  3. Import CSV into FM Link

There are 4 steps in Creating assets using the + Add Asset button:

  1. Asset details

  2. Responsible Contractors

  3. Invoices

  4. Advanced

This article will go through what each section looks like and explain which fields require lists to be populated and their location.

Bulk importing assets using CSV

Download CSV

To Download the CSV for Assets go to Registers > Asset Register > Click Import Assets > Click Download Example CSV

Populate CSV

Once the CSV has been downloaded, begin populate the CSV with the appropriate information.

Import CSV

to import the csv go to Registers > Asset register > Click Import Assets > Click Select File > Select file > Click Upload

A popup will appear of fields that will be created when the assets are created. Click Import when you are satisfied that the fields that will be created are also correct.

The assets will now appear in the asset list.

Create an Asset using + Add Asset

To Create an Asset go to Registers > Asset Register > Click + Add Asset

Asset Details

Then once the Asset Details appears, ensure "Asset Name" "Primary Category" and "Location" are filled out before clicking Next Tab. These are the only mandatory fields when creating an asset, everything else is additional information.

"Location" tags can be created in Site > Tag List Editor > Site Locations

"Primary Category" tags can be created in Site > Tag List Editor > Asset Primary Categories

"Add Sub Location tags..." can be created in Site > Tag List Editor > Sub Location Tags

"Add tags..." can be created in Site > Tag List Editor > Asset Classifications

Responsible Contractor

Contractors can be assigned to the asset to ensure if there are any issues, the correct contractors can be found quickly. There are 4 types of Contractors that can be assigned

  • Manufacturer

  • Supplier

  • Installer

  • Maintainer

If the contractor is more than 1 type, they can be assigned to more than one section.

To add Contractors go to Users > Contractors > Click + Add Contractor.

Invoices

Invoices can be assigned to assets for record keeping. Fill out the information and then click Save. The "Linked Asset" tag will prepopulate with the Asset that you are currently creating.

To add Contractors go to Users > Contractors > Click + Add Contractor.

Once saved it will appear in the Table.

Advanced

Advanced allows further information about the Asset such as "Serial Number", "Barcode Number", "Model", etc.

Once all information about the asset has been filled in, click Save Changes

It is common to not archive the asset when creating. This is done later on by going to Registers > Asset Register > Click the 3 Dots > Click Archive.

This will prevent the asset from be selected and assigned to anything within FM Link.

Archived Assets can be located in Registers > Archived Assets

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