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Create a Subtype

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  1. In the Assets Types table, which lists all asset types, in the row where you want to create a subtype for an asset type, click the + Subtype button.

  2. Enter the subtype asset information. Fields marked with an asterisk are mandatory.

    • Name: A descriptive name for the subtype asset. For example, "HVAC Equipment".

    • ID: A unique alphanumeric ID. It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.

    • Description: Add more context about the asset subtype.

  3. Toggle Enable to allow assets to be created for this type to allow subtype assets to be created at this level.

  4. Click Create.
    The new subtype will appear as a nested entry in the hierarchy table.

The newly created asset subtype will automatically inherit the Fieldset and Status Group from its parent Asset Type.

Create an Asset Type
Manage Asset Types