SOMAX makes it easy to update multiple assets at a time with the bulk update feature. With it, you can change multiple assets' type, department, line, system, account, and location all at once - given that the new property is the same for all. Below is a chart describing each property.
Property | Description |
---|---|
Type | Type of asset. Possible options can be created in the asset Lookup Lists. |
Department, Line, and System (Asset Groups 1, 2, and 3) | The asset groups that you have created will appear on the asset form fields, and you may use the lookup lists to choose from them. For example, your asset groups may be department, line, and area, meaning that the lookup lists for your possible departments, line, and area will show. For more help with asset groups, see Setting up Site Details. |
Account | The account that the asset is linked to. |
Location | Where this asset is located. |
Bulk Updating Assets
- From the left sidebar, select Maintenance and then Assets.
- Use the checkboxes in the leftmost column to select all of the assets you would like to update together. For more help finding an asset, see Viewing and Filtering Assets.
- Select Bulk Update in the top right.
- A left menu should appear. Use the dropdown menus to select the new properties of the assets.
- Select Save.
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