Adding Assets into Workhub is beneficial for a number of reasons.

First, using forms and records, it lets you set the frequency in which maintenance and inspections are to be performed by asset category. Second, it lets you assign your assets to locations to keep track of where equipment is being stored and/or utilized. Third, it lets you assign action items to assets, such as specific repairs, scheduling training for workers, etc.

The first thing you’ll want to do, before adding any assets, is create any forms or inspections that will be relevant to the maintenance and usage of the equipment you will be adding. These will be forms such as vehicle maintenance forms, vehicle inspection checklists, etc.

Under the Administration panel on your Admin page, click .

On the Asset List, you will be able to see all your assets organized in their corresponding categories. You can also see the status of any Forms and Inspections that have been assigned along with other details.

Then click Add New >> Asset. You will be prompted to select a category for the new asset from the ones you have already created on Workhub. If you need to add a category, click Create New Category on the popup or select Add New >> Category first.

This is important because the assignments and frequency for the asset are set by category. When you are assigning Inspections or Forms to the asset, it will be by category.

Clicking continue will bring you to the Asset Overview page, where you can add all the asset attributes, pictures, and related documents.

You may also want to add an Operator to your asset. An asset can have as many operators as you'd like. Clicking Add brings up a list of all the workers in your company to select from.

You'll also be able to see their competency status for any related competencies.

The operator will be able to see the asset on their worker portal, with the status and the ability to complete related items.

Clicking into the card allows them to filter by their assets, or their direct reports' assets.

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