Create an operational asset

Add a van, trailer, generator, kit or tool to the Asset Registry by starting from a profile and filling in its name, tag, serial number and branch.

In the sidebar, open Equipment & Fleet, then Assets. The page address is /assets. Press Create asset and the form opens at /assets/new under the heading Create Operational Asset.

Before you start

• Every asset starts from a profile. A profile is the reusable rule set for one kind of equipment: which documents it must carry, which meters it tracks, which checklists and service programs apply. If the profile list is empty, someone has to build one first: see Create an asset profile.
• Your role needs permission to create operational assets. Without it the form opens but every field is greyed out and Create asset stays off.

Steps

1. Press Create asset at the top of the registry.
2. Under Profile selection, choose a Profile. The list shows each profile's name, key and version, drafts included. The card below shows its description, category and kind.
3. Check Class. Nova fills it in with a class linked to that profile, or with the first class in the list when none is linked. Change it if it is wrong: the class's category and kind have to match the profile's, or Nova refuses to create the asset.
4. Under Asset identity, type an Asset name such as "North Yard Trailer 12". Add the Asset tag printed on the unit and its Serial number so technicians can scan or search for it later.
5. Choose the Branch that runs this asset (it starts as Unassigned) and its Ownership: Owned, Leased, Borrowed or Rented.
6. Fill in what you know: Manufacturer, Model, Purchase vendor, Purchase order, Acquired at, Warranty expires and Notes. All of these are optional.
7. Under Instantiation options, Instantiate contained assets (create the kit parts the profile requires) and Create document placeholders (draft records for every required document) start ticked; untick either if you do not want it. Tick Container or kit parent if other assets live inside this one.
8. Untick Schedulable asset, which starts ticked. This form cannot link the asset to a bookable unit on the Schedule, and Nova refuses to create a schedulable asset without one.
9. Check Resolved preview. It lists the Documents, Meters, Contained assets, Supplies, Checklists and Programs the asset will inherit.
10. Press Create asset at the top or in the Validation card. Nova shows a confirmation naming the asset and the profile, then opens the new asset's page.

What you see

• The four tiles at the top, Profile, Linked classes, Documents and Contained assets, update as you pick a profile.
• Validation lists anything still missing. It reads "Select a profile." or "Enter an asset name." until both are filled, and the button stays off.
• Back to registry returns without saving. Profile registry opens the list of profiles.

If something looks different

• Profile offers nothing to choose: no profile has been created yet, or all are archived. Ask your admin or see Create an asset profile.
• Creating fails with a message that the profile category or kind "must match the selected asset class": pick a matching Class.
• Creating fails right after you press the button with every field filled: make sure Schedulable asset is unticked.
• Creating fails with "Archived asset profiles cannot be assigned": you picked an older, replaced version of the profile. Pick the same profile with the highest version number.
• The asset needs a class that is not in the list: see Create an asset class.
• You created the asset and want to see whether it is ready to send out: see Check which assets are ready to dispatch.

Create an asset