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People with standard maintenance access can create and update assets. Administrators also manage asset types, hierarchy depth, status reasons, and propagation behavior in Settings > Features > Assets.

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Create an asset

  1. Open Assets.
  2. Select New Asset.
  3. Enter a unique, recognizable name.
  4. Choose at least one asset type.
  5. Set status and criticality.
  6. Add the operating location and equipment details.
  7. Choose a parent asset when this record is a maintained component.
  8. Add custom fields, identifiers, linked parts, linked meters, or documents as needed.
  9. Select Create Asset.

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Build or change a hierarchy

  1. Open the asset that should become a sub-asset.
  2. Select Edit Asset.
  3. Choose its Parent Asset.
  4. Save the asset.
Canary checks the full subtree for cycles and the configured maximum depth. Removing the parent promotes the asset and its descendants to a top-level subtree.

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Update asset status

  1. Open the asset.
  2. Choose the new status.
  3. Select the downtime type or configured reason when requested.
  4. Add a note that explains the operational change.
  5. Review any hierarchy propagation prompt, then confirm.
Consistent reasons and notes make downtime history easier to interpret.

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Log a breakdown on mobile

  1. Open the asset and tap its Status row.
  2. Choose Offline to open Update Status.
  3. For an unexpected breakdown, choose Unplanned under Type of Downtime. Check Offline Since and adjust it if the asset stopped earlier.
  4. Select the configured Offline Reason that matches the fault. A required reason is marked with an asterisk; select it before submitting.
  5. Add notes describing the cause, repair, or next action, then tap Update Status. Check the asset’s status after saving. Your organization’s asset hierarchy rules may also update related assets automatically.
Offline asset form: callout 1 marks Unplanned downtime, 2 marks the required Mechanical breakdown reason, 3 marks explanatory notes, and 4 marks Update Status.

Example breakdown entry on iPhone. Reason names depend on your organization's configuration.

The numbered callouts mark 1. downtime type, 2. offline reason, 3. notes, and 4. Update Status. The screenshot uses demonstration data. If a required reason is missing, select one and submit again. If no reasons are available, ask an administrator to configure them in Settings > Features > Assets.

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Delete an asset subtree

  1. Open the highest asset you intend to archive.
  2. Review the impact summary, including the number of descendants and linked records.
  3. Move any sub-assets you want to keep active out of the subtree.
  4. Resolve active meter and automation dependencies.
  5. Select Delete and confirm.
Canary archives the selected asset and all descendants together while preserving linked history.