Asset Roles provide a structured way to categorise your gear by defining what an asset is and how it is currently being used. Organising your equipment with Primary and Secondary Roles improves your reporting accuracy and makes resource allocation seamless across your entire business.

This guide covers:

• Understanding the difference between Primary and Secondary Roles.
• Assigning existing roles to specific equipment items.
• Creating new Asset Roles directly from an asset’s profile.
• Categorising assets for improved filtering and reporting.

Your equipment register is now structured for precise tracking and analysis.

💡 Power User Insight: Use Secondary Roles to track the specific deployment of versatile gear, such as a “Utility Vehicle” currently serving as a “Site Escort.” This allows you to report on how your fleet is actually being utilised without changing the fundamental classification of the asset itself.