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Industry Configuration

Industries are the top-level organizational containers in Asset Pro. Each industry can have its own classification structure, terminology, and attributes.

Understanding Industries​

An Industry represents a distinct type of asset management domain with its own:

  • Classification hierarchy (levels and values)

  • Terminology (custom level names like "Fleet Type", "Vessel Model", "Device Category")

  • Attribute definitions (custom fields specific to that industry)

Examples of Industries​

Industry CodeNameUse Case
FLEETFleet ManagementMarine vessels, boats, ships
MEDICALMedical EquipmentMRI machines, X-ray equipment, surgical devices
CONSTRUCTIONConstruction EquipmentExcavators, cranes, bulldozers
ITIT AssetsServers, workstations, network equipment
RENTALRental EquipmentAny rentable equipment across categories

Creating an Industry​

  1. Choose the πŸ”Ž icon, enter Asset Industries, and choose the related link

  2. Click New to create a new industry

  3. Fill in the fields:

Industry Fields​

Code (required)

  • Short identifier for the industry (max 20 characters)

  • Examples: FLEET, MEDICAL, IT, RENTAL

  • Cannot be changed after creation

Name (required)

  • Full descriptive name

  • Examples: "Fleet Management", "Medical Equipment", "IT Assets"

Description (optional)

  • Additional details about this industry

  • Example: "Marine vessel fleet management for commercial and fishing operations"

Blocked

  • Check this box to prevent creating new assets in this industry

  • Existing assets remain visible

  • Use when phasing out an industry

Information Fields (Read-Only)​

The following fields show statistics about the industry:

Number of Levels

  • How many classification levels are defined

  • Example: 3 levels (Fleet Type β†’ Vessel Category β†’ Vessel Model)

Number of Values

  • Total classification values across all levels

  • Example: 25 values across 3 levels

Number of Assets

  • How many assets are classified under this industry

  • Helps identify industries in active use

Industry Setup Workflow​

After creating an industry, follow these steps:

1. Define Classification Levels​

Levels define your organizational taxonomy structure.

Example for Fleet Management:

  • Level 1: "Fleet Type" (Commercial, Fishing, Passenger)

  • Level 2: "Vessel Category" (Cargo Ship, Trawler, Ferry)

  • Level 3: "Vessel Model" (Panamax Bulk Carrier, Purse Seine Trawler)

See Classification Setup for detailed instructions.

2. Create Classification Values​

Values are the actual categories within each level.

Example Level 1 Values:

  • Code: COMMERCIAL, Name: "Commercial Vessels"

  • Code: FISHING, Name: "Fishing Vessels"

  • Code: PASSENGER, Name: "Passenger Vessels"

See Classification Setup for detailed instructions.

3. Define Attributes (Optional)​

If Enable Attributes is turned on in Asset Setup, you can define custom fields per classification level.

Example for Level 2 "Cargo Ship":

  • Cargo Capacity (Decimal, TEU)

  • Vessel Flag Country (Text)

  • IMO Number (Text)

  • Last Survey Date (Date)

See Attributes Configuration for detailed instructions.

Industry Design Best Practices​

Keep It Simple Initially​

Start with 2-3 levels maximum:

Level 1: Broad Categories Level 2: Specific Types Level 3: Models/Variants (if needed)

You can always add more levels later as needs grow.

Use Clear, Consistent Terminology​

Good Examples:

  • "Equipment Category" β†’ "Equipment Type" β†’ "Model"

  • "Fleet Type" β†’ "Vessel Category" β†’ "Vessel Model"

Avoid:

  • Mixing "Type" and "Category" inconsistently

  • Generic names like "Level 1", "Group A"

Consider Your Reporting Needs​

Design your classification hierarchy based on how you want to:

  • Filter asset lists

  • Group reports

  • Assign responsibilities

  • Control access (future feature)

Plan for Growth​

  • Don't create too many levels initially (2-3 is usually enough)

  • Leave room for expansion (you can add levels later)

  • Start with broad categories, refine over time

Multi-Industry Scenarios​

When to Use Multiple Industries​

Use separate industries when:

  • Assets have completely different classification structures

  • Terminology is domain-specific

  • Reporting needs are distinct

  • Different departments own different asset types

Example: A hospital might use:

  • MEDICAL industry for diagnostic equipment

  • IT industry for computer systems

  • FACILITIES industry for building equipment

When to Use Single Industry​

Use one industry when:

  • Assets share similar characteristics

  • Classification structure works across types

  • Unified reporting is important

Example: A rental company might use:

  • RENTAL industry for all rentable items

  • Classification differentiates between types

Deleting Industries​

An industry can only be deleted if:

  • ❌ No assets exist in the industry

  • ❌ No classification values are defined

  • ❌ No classification levels are defined

To delete an industry, first:

  1. Delete or reassign all assets

  2. Delete all classification values

  3. Delete all classification levels

  4. Then delete the industry