Setting up Asset Roles

    

Asset Roles provide a structured way to group your people and equipment by their internal job function, such as ‘Electrician’ or ‘Light Vehicle’. Organising your assets into these functional categories allows you to standardise compliance requirements and send targeted bulk correspondence across your entire organisation.

This guide covers:

  • Creating new Asset Roles for people or equipment.
  • Naming and saving roles within the central system.
  • Adding required attainments via the Associated Skills tab.
  • Assigning your people to the correct internal roles.
  • Managing preset roles like ‘Full-Time Employee’ or ‘Contractor’.

Your internal database is now structured for consistent resource tracking and automated compliance.

💡 Power User Insight: Aligning your Asset Roles with your internal payroll or HR position titles ensures your GO! Site Ready records mirror your company’s actual structure. This consistency makes it much easier to audit your internal workforce and equipment lists against your official company registers.