Register an Asset

Know how to register an asset on the platform and fill in all the necessary information.

Updated over a week ago

Registering a New Asset

Through the "Assets" tab in the platform's main menu, you can import your asset hierarchy, specifying locations, assets, sub-assets, responsible parties, manufacturer information, and other important data for plant monitoring.

To begin the process of registering a new asset, click on "+ Add Asset".


Name your asset. You can insert an image of your asset and also provide a description.

Assigning Asset Responsibles

Use the "Responsibles" field to define the users who will be notified when an alert is triggered. If you want all registered users to be notified, leave this field blank.

Sensor Code Registration

Enter the sensor code. In Smart Trac, the code can be found below the QR Code. In Energy Trac, you can find it next to the QR Code.

If you prefer, you can register the sensor by using the camera on your smartphone or tablet. Simply point the camera directly at the QR code on the sensor to automatically capture and register the code.



Attachment Type

Select the chosen Attachment type to install the sensor on the asset.

For more information on how to install the sensor, please refer to the Smart Trac Fixing and Installation Methods.

Asset Model Registration

For more information on how to install the sensor, please refer to the FAQ - Installation and Fixation Methods of Smart Trac.

Select the model of the asset where the sensor will be installed. It can be an Electric Motor, Pump, Compressor, among others. To do this, click on the dropdown menu.


Model Classification

Select the classification of your asset model. This classification may vary depending on the model of your asset and can be selected from the dropdown menu.

Support type

Classify your asset mode according to the options. This may vary depending on the model of your asset and can be selected from the dropdown menu.

Criticality

Choose the criticality of the asset to determine the monitoring sensitivity.


Datasheet

In this field, you should enter the technical data of your asset.


These information may vary depending on each asset. The info are:

  • Rotation: Rotation in RPM or Hz of your asset;

  • Power: Power in kW or HP of your asset;

  • Temperature Limit: Operating temperature limit of your asset;

  • Support Type: Rigid or flexible, according to the asset's fixation. Rigid fixation does

    not allow any type of movement or deformation, while flexible fixation allows some degree of movement or deformation, such as the compression of a spring;

  • Bearing Data: Specifications of the bearings in your asset;

  • Belt and Pulley Data: Drive specifications of your asset;

  • Blade/Impeller Data: Number of blades and impellers in your asset (for pumps);

  • Shafts: Alignment of the shafts in your asset with the physical positioning of the sensor (for SMART TRAC);

  • Operating Window: Operating hours and dates of your asset;

  • Global Limits (Optional): Manual registration of vibration values for your asset;

  • Insights Configuration: Selection of alerts that the user wants to receive from your asset;

  • kWh Cost: Adopted energy tariff for your asset.

Asset or Location

Asset or Location previously created

In this field, you will select which Asset or Location should be registered according to the hierarchy of your asset. To do this, select the already created Location from the dropdown menu.

Manufacturer Data, Serial Number, and Year of Manufacture

Here you can fill in the Manufacturer data such as the Brand or Model of your asset, as well as the Serial Number and Year of Manufacture.

Asset QR Code

To generate a QR Code for your asset, you can either manually enter it following your organization's standard or generate a code automatically.
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Asset Tags

You can register the tags to which your asset belongs. To do this, click on the dropdown menu and add them manually.
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Asset Files

Attach files related to your asset, such as hydraulic or mechanical schematics, or any other documents that will assist the field team. Simply click "Save” to finish registering your asset.

How to Register Parent Assets

To create a Parent asset on the platform, you first need to Add an Asset:

  1. Go to the “Assets” tab;

  2. Click on “+ Add Asset”;

  3. To link it to a location, click on “Asset or Location”.

Important note: you must also fill in all the necessary asset information.


How to Register Sub Assets

Mode 1

After creating your Parent assets, you can create sub-assets for them, and further detail your tree:

  1. When selecting your asset, scroll down to the Sub Assets section and then on “Add Sub Asset”;

  2. Add the necessary Sub Assets.

Your sub-assets will now appear in the asset tree. Remember that you must complete the registration information.
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Mode 2

  1. Click on “+ Add Asset”;

  2. In the “Asset or Location” field, enter the Parent asset.

It will appear as a sub-asset in the asset tree.

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