When starting with any new system, learning the associated terminology and settings can be challenging. Here is a checklist before importing facilities assets, along with some knowledge base guides.
The required fields when importing assets: Model and Asset Tag
Optional Fields: Location, Serial Number
Any additional fields are called Custom Fields with Incident IQ.
First, check that Incident IQ has the manufacturers and models prior to your import.
You can check by navigating to the manufacturers or models tabs on the left sidebar under Administration.
Here is a knowledge base guide to learn more about managing and creating new models as well as manufacturers. Please note when creating a new model, the manufacture field is required.
When onboarding other facilities teams, we have heard that other systems refer to manufacturers as vendors.
Also, you are able to create your own Model Categories if needed (e.g. Vehicles, HVAC, Lighting, Safety). This will help separate your assets into more granular categories but is not required.
If you want to import additional fields (e.g. fiscal year, acquisition cost, acquisition method, department code, class code) you will need to create a custom field before the import process. Here is the knowledge base guide on creating and managing custom fields
Now you are ready to start importing your facilities assets.
Importing Assets into iiQ:
Managing Assets and Asset Data:
