Asset Hierarchy

Model real-world equipment structure — a production line contains machines, each with sub-components.

Creating Hierarchy

1. Register parent asset first
2. When adding children, select the parent
3. The parent list shows only assets in the selected location — tick 'Search assets in all locations' to broaden it
4. Children inherit parent location by default
5. View hierarchy tree on parent detail page

Viewing the hierarchy

1. Open Assets and switch to the Tree view
2. Turn on Group by location to see the full Location → Asset → Component chain
3. Expand a location to drill down to its assets and their sub-components

Detaching a parent

1. Open the child asset and click Edit
2. Clear the Parent Asset field (use the X in the selector)
3. Save — the asset becomes a top-level asset with no parent
4. In an Excel import, type NONE in the Parent Asset column to detach; a blank cell leaves the existing parent unchanged

Associated equipment

For equipment shared across several machines — like a removable test fixture used on more than one tester — link them as associated equipment instead of forcing a single parent. It is a lateral link that keeps each machine's hierarchy and cost roll-ups intact.

1. Open the shared asset and click Edit
2. In the Structure card, use the Associated equipment selector to add every equipment it can be used on
3. Save — the link is two-way: each associated machine now lists this asset under Associated equipment on its detail page
4. To remove a link, edit either asset and clear it from the selector