Update Existing Assets

This document provides even more information as well as suggestions around importing data to update existing assets
in the Metrix Asset Management system. It is broken into a number of sub-sections to assist readers in being able to focus on different asset management data contexts separately. These include:

Asset Identity Data Fields

The following fields pertain to information that will be stored against each component in relation to the components identifying attributes.

Asset ID
Required

The asset record ID field links the incoming asset update with the existing asset record in the system.

This field is the unique ID of the asset throughout the system.

  • Header label: asset_record_id
  • This value is case sensitive and should be copied from the asset info panel directly.

See also Asset info panel ↗

Barcode Value
Optional

This field can be used to import a barcode reference for the Asset.

  • Header label: asset_barcode_value
  • If set, this value will be displayed in the Information section within the Asset info panel.
  • Users typically ignore this field unless they have need for barcode identification of assets.
Asset Description
Optional

This field provides a description of the component.

  • Header label: component_description
  • This value will be displayed in the ‘Identification’ section within the component info panel.
  • Users typically implement location and/or type based descriptors of their components.

See also Component info panel ↗

Effective Date
Optional

This field provides context to your imported data and will set the ‘modified’ date of the components to the supplied value, instead of the current date/time.

  • Header label: effective_date
  • This field is recommended if setting the residual life value as it provides the baseline from when the residual life assertion is founded.
  • If the value is not known, the date/time of when you import the file will be used.