TotalApp Docs

Asset Registry

Manage the technical information, documents, and maintenance history of all your equipment and machinery in a single center.

What is the Asset Registry?

The Asset Registry creates a digital identity for all physical assets in the business (machines, equipment, vehicles, facility infrastructure). Each asset card consists of technical specifications, warranty information, location, maintenance history, and related documents.

Asset Identity

Unique record for each piece of equipment with serial number, model, brand, and purchase information.

Maintenance History

All performed maintenance, replaced parts, and technician notes listed in chronological order.

Document Management

Technical drawings, user manuals, certificates, and warranty documents associated with the equipment.

Location Tracking

The location of equipment within the facility, responsible department, and assigned operator information.

Asset Card Fields

Field Required Description
Asset NameYesIdentifying name of the equipment
Asset CodeYesUnique internal code (for barcode/QR label)
CategoryYesMachine / Tool / Facility Equipment / Other
Brand / ModelNoManufacturer brand and model name
Serial NumberNoManufacturer's serial number
Purchase DateNoDate the equipment was acquired
Warranty ExpiryNoSystem sends an alert when the warranty period expires
LocationNoFacility, section, line, or area name
Responsible DepartmentNoUnit responsible for maintenance
StatusYesActive / Under Maintenance / Inactive / Scrapped
Operating Hour CounterNoFor usage-based maintenance triggers

Asset Statuses

StatusMeaningCan New Work Order Be Opened?
ActiveEquipment is operating normallyYes
Under MaintenanceMaintenance work order is open and in progressNo (automatically assigned)
InactiveTemporarily out of serviceYes (to reactivate)
ScrappedPermanently decommissionedNo

Scrapping an Asset

Once an asset is set to "Scrapped" status, no more work orders can be created for it and preventive maintenance plans are deactivated. This action cannot be undone — proceed with caution.

Optional Sync With HR's Asset Manager

Asset Registry is IT/Facilities' own asset system, separate from the HR module's Asset Manager (which tracks laptops, phones, meal cards, and similar HR-issued equipment). If your tenant enables "Sync HR hardware with IT Asset stock" in Settings > Company, HR staff can link a laptop/phone/tablet/monitor record in their own Asset Manager to an existing, unassigned item here in Asset Registry instead of creating a duplicate record.

Once linked, assigning or unassigning that item from either the HR Asset Manager or an employee's Personnel profile updates this asset's assignedTo field directly — so an asset assigned from the HR side will correctly show as assigned here too, and unassigning it from HR returns it to the available pool here as well. Assets never linked by HR are entirely unaffected by this setting.

Who owns the record?

Even when linked, the asset's serial number, warranty, and invoice data are always owned and edited here in Asset Registry — HR's Asset Manager only reads and writes the assignment (who currently holds it), never the technical specification.

Bulk Selection & Actions

Each row in the Asset Registry table has a selection checkbox, and the table header includes a "select all" checkbox for the currently filtered list. Once one or more assets are selected, a bulk action bar appears above the table:

Set Status

Apply a new status (Active / Under Maintenance / Inactive / Decommissioned) to every selected asset at once.

Bulk Delete

Delete all selected assets after an inline confirmation step.

Clear Selection

Deselect all assets and dismiss the bulk action bar.

Checkbox style follows your Settings

The shape of the selection checkbox (circle or square) and whether a checkmark icon is shown inside a selected checkbox are controlled from Settings → Appearance → List View, and apply consistently across every multi-select table in TotalApp, including this screen.

AI Assistant

Asset Registry has a built-in AI Assistant, opened from the tab on the right edge of the screen. It receives the currently filtered asset list — asset ID, name, type, criticality, status, location, manufacturer/model, and warranty expiry — as structured context, and answers in Markdown.

Status Review

Ask which critical (A) assets are under maintenance or out of service.

Warranty Review

Ask which assets have expired or soon-to-expire warranties.

Criticality Breakdown

Ask for a summary of how assets break down by criticality tier (A/B/C).

Composition Review

Ask it to break the asset list down by type, location, or manufacturer.

Checking rows in the list adds an Analyse Selected and Summarize Selected shortcut to the assistant, scoped to just those assets. Any reply can be saved as a report via Save as Report, and relevant Knowledge Base sources can be attached with Add Knowledge before asking. The assistant's AI backend follows the Writer Engine setting in Settings → Agentic — Ollama and other local/in-browser engines run entirely on your machine, never through TotalApp's servers.

Selection becomes the AI's context

Select a subset of rows before opening the assistant to scope its analysis — for example, select only assets in one location or category and ask it to summarize just that group.

Frequently Asked Questions

Can I import assets in bulk?
Yes. An Excel template can be downloaded via the "Import" button in the top right corner of the screen. After filling in and uploading the template, the system creates bulk asset cards. If required fields are missing, the row is marked as an error.
How do I generate a QR code or barcode label?
From the asset card detail, use the "Print Label" option to generate a QR or barcode PDF containing the asset code. Field technicians can scan the QR code to access all asset information and open work orders from their mobile devices.
Can multiple maintenance plans be added to a single asset?
Yes. Multiple maintenance plans with different trigger types can be defined for a single piece of equipment. For example, both an oil change every 90 days and a filter change every 500 hours can be active for the same equipment simultaneously.
Which Writer Engine does the AI Assistant use?
The assistant follows your Settings → Agentic Writer Engine choice. Ollama, Local LLM, and In-Browser (Web LLM) models run entirely on your own machine/browser; API and Local CLI route through the server using your configured Anthropic key or the Claude CLI.
Can HR assign one of these assets to an employee?
Only if your tenant has "Sync HR hardware with IT Asset stock" enabled in Settings → Company, and only for laptop/phone/tablet/monitor categories that HR has explicitly linked from their own Asset Manager screen. In that case, assignment done from either side (Asset Registry or HR Asset Manager) is reflected on both — the same asset never shows conflicting assignment status.