---
title: Assets
description: "The main Asset record form is where all key data about a particular Asset is kept, from owner and category characteristics to location and lifecycle information. ![](https://evergreenworx.com/wp-content/uploads/2023/05/Assets-1.png) ![](https://evergreenworx.com/wp-content/uploads/2023/04/Number1-300x300.png) In the ribbon, available actions are displayed for the current Asset record, such…"
url: "https://evergreenworx.com/docs/assets/"
updated: "2025-10-22"
category: Maintenance
---

# Assets

The main Asset record form is where all key data about a particular Asset is kept, from owner and category characteristics to location and lifecycle information.

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/Assets-1.png)

![](https://evergreenworx.com/wp-content/uploads/2023/04/Number1-300x300.png) In the ribbon, available actions are displayed for the current Asset record, such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.

![](https://evergreenworx.com/wp-content/uploads/2023/04/Number2-300x300.png) Record forms have tabs that allow the user to move between different data elements of the record. On the Asset record, you’ll see the following tabs:

- - Summary – Displays owner and category data, timeline history, and key related records such as Spare Parts.
  - Timeline - Stores historical notes and activities against the record. For more information, see [Timeline | EvergreenWorx](https://evergreenworx.com/docs/timeline-2/).[https://evergreenworx.com/docs/timeline-2/](https://evergreenworx.com/docs/timeline-2/)
  - Location – Address and Map, if a Latitude and Longitude is provided.
  - Work Orders – Types of work that have been scheduled or completed on the Asset. New Work Orders for this Asset can be created from this grid using the + New Work Order button. For more information, see [Work Orders | EvergreenWorx](https://evergreenworx.com/docs/work-orders/).
  - Spare Parts – Replacement parts that are available for an Asset. Additional Spare Parts for this Asset can be created from this grid using the + Add Existing Part button. For more information, see [Parts | EvergreenWorx](https://evergreenworx.com/docs/parts/).
  - Companies – Organizations that are owners, manufacturers, or have some other connection to the Asset. New Companies for this Asset can be created from this grid using the + New Asset Company button.
  - Asset History – Displays history of the Asset, should the location change over time.
  - Documents – File attachments such as documents and photos.
  - Related – Other related items, such as Record Audit History and [Activities](https://evergreenworx.com/docs/activities-2/).

![](https://evergreenworx.com/wp-content/uploads/2023/04/Number3-300x300.png) Status of the record shows whether this Asset is actively in use or inactive due to having been retired.

![](https://evergreenworx.com/wp-content/uploads/2023/04/Number4-300x300.png) Actions allows certain activities to be performed for the record:

- - Add Child – provides the capability of defining Assets in a “levels” structure, where Assets can have a parent Asset.
  - Move Asset – provides the capability of moving an Asset to a different Location, or for moving a child Asset from one Parent Asset to another.