Set up the asset register

Types, nesting and site assignment — so every check and action can point at the exact machine it concerns.

4 min read · Last reviewed 18 August 2026

Define your types

  1. 1

    Open Assets → Categories and define asset types with the fields each kind needs — a vehicle asks for registration and MOT date, an extinguisher for size and service date.

  2. 2

    Keep the list short at first; add types when a real record needs a field the current types lack.

Load the register

  1. 1

    Add assets with their type, site and details.

  2. 2

    Nest where it reflects reality — the compressor inside the plant room, the stations along a production line. Parent–child structure makes big registers navigable.

  3. 3

    Archive disposals rather than deleting them: the asset leaves the register, its history stays readable.

Tip: Start with the assets that carry statutory duties — lifting equipment, pressure systems, extinguishers — and grow outward. A register of everything, started everywhere, finishes nowhere.

Put the register to work

  • Inspections, actions and observations reference assets — and the asset’s page reads its linked records back as a history.

  • The fire logbook links its equipment to asset records, so “which extinguisher failed” has one answer.

  • Filter by type and site when the auditor asks about, say, lifting equipment at one depot.

About this moduleAssetsA register of the kit work happens on — typed, site-assigned, nested, and linked to the checks and actions that concern it.