Asset Management

Managing Assets

Edit, move, delete, and restore assets in your site hierarchy.

After creating assets, you can update their details, reorganize them in the hierarchy, and remove ones you no longer need.

Editing an asset

To edit an asset, navigate to its detail page and click Edit Asset, or select Edit from the actions menu in the asset tree.

The following fields can be updated:

FieldDescription
NameDisplay name (max 255 characters, must be unique among siblings)
CategoryAsset classification (see asset categories)
AliasURL-friendly identifier (max 100 characters, must be unique among siblings)
StatusOperational status: Active, Inactive, Under Maintenance, or Decommissioned
Commissioned OnDate the asset became operational
Retired OnDate the asset was taken out of service

Asset statuses

StatusDescription
ActiveThe asset is operational and may be collecting data
InactiveThe asset is not currently in use
Under MaintenanceThe asset is undergoing maintenance
DecommissionedThe asset has been permanently retired

The status is displayed as a colored badge on the asset detail page and as a dot indicator in the tree view (green for active, yellow for maintenance, gray for inactive).

Moving an asset

You can change an asset's position in the hierarchy by updating its parent. This moves the asset and all its descendants to a new location in the tree. The asset's name and alias must still be unique among siblings at the new location.

Deleting an asset

To delete an asset, select Delete from the actions menu in the asset tree. A confirmation dialog warns you about the consequences.

Deleting an asset cascades to all its descendants. Every child, grandchild, and so on will also be deleted. Review the hierarchy before confirming.

Deletion is a soft delete — the data is preserved in the database but the asset no longer appears in the hierarchy or in queries.

Restoring an asset

Soft-deleted assets can be restored. Restoring an asset brings it back into the hierarchy at its original location.

Important details about restore behavior:

  • Individual restore only — restoring a parent does not automatically restore its children. You must restore each descendant separately if needed.
  • Parent must exist — you cannot restore an asset if its parent is still deleted. Restore the parent first.

Template upgrade

If an asset was created from a template and a newer version of that template is available, an upgrade notification appears on the asset detail page. The notification shows:

  • The current template version
  • The latest available version
  • How many versions behind the asset is

You can view the changelog to see what changed between versions, then upgrade the asset to the latest version. During upgrade, the platform shows a preview of changes:

  • Variables to add — new variable definitions in the latest version
  • Variables to remove — definitions that were removed
  • Variables to modify — definitions that were updated (data type, unit, etc.)

See Template Migration for full details.

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