The Copy option allows you to create a new asset using information from an existing piece of equipment or location as a reference.
This function makes it easier to upload assets with similar characteristics, avoiding having to fill in all the data again from scratch.
💡 The copy creates a new, independent record. Modifications made to the new asset do not affect the original record.
Copy an asset
- Go to Entities > Assets .
- Find the equipment or location you want to use as a reference.
- Select Copy .
- Review the information transferred to the new record.
- Complete or modify the necessary data.
- Select Save .
[IMAGE: Assets grid showing the Copy option to a computer or location]
Review the data of the new asset
Before saving, carefully verify the information transferred from the original record.
Name
Complete the name or description that identifies the new asset and differentiates it from the original record.
Guy
Verify that the type of equipment or location is correct.
If the new asset belongs to another type, select the appropriate value.
Location
Verify the location where the new asset will be registered within the company structure.
Additional fields
Review the additional fields corresponding to the selected equipment type or location and modify any data that should not be retained from the original record.
Other data
Review any asset-specific information that needs to be changed before saving the new record.
📌 The copy option speeds up the upload, but it is necessary to review the information before saving the new asset.
When to use the copy
This function is useful for recording, for example:
- Several teams with similar characteristics.
- Tools of the same type.
- Locations that share the same configuration.
- Assets of the same type located in different sectors.