When you introduce new gear to your operation — from specialised tools to new plant equipment — it’s important to add it to your Asset Types Library. This ensures it can be tagged, tracked, and managed like everything else in your system.
Follow these steps to create a new Equipment Type under the appropriate category.
✅ Step-by-Step Instructions
You will need to follow the same 3 Steps you used in creating a new Functional Area.
Step 1: Review Asset Type list
- Review the current list of Functional Area > Category > Equipment Types to avoid creating duplicates.
- Confirm that your new Equipment Type doesn’t already exist.
Step 2: Go to + “New Asset Type”
- Navigate to the + New Asset Type menu in the G2G platform and select.
Step 3: Select ‘edit’ in the Hierarchy section
- Choose Edit in ‘Hierarchy’ in the first table option.
Step 4: Find the Functional Area/ Category you want to add too
- Search to find the Category
- Select the Category and click Save
Step 6: Enter name of new Equipment Type
- Enter the name of the new Equipment Type
- Before clicking Save, review Display Name
Do not include brand names, serial numbers, or expiry dates in the Asset Type name.
All unique asset details are captured at the individual asset level using Custom Fields — such as:
- Brand / Model
- Serial Number
- Expiry or Inspection Due Dates
- Assigned Truck or Station
- Load Ratings, Sizes, or Specific Kit Variants
Step 7: Review Display Name and Finish Setup
- Click Edit to adjust the Display Name
- Select the format you’d like to see the name in the system
- Once selected click Save, then navigate to the bottom of the page and click on Finish Setup
Step 8: Add More Equipment Types (if needed)
- Repeat Steps 2–7 to create additional categories.
- Once done, move on to defining Custom Fields under the Categories or Equipment Types you want extra information for.
⚠️ Caution Before Adding
- Use clear and consistent category names that reflect on-site usage
- Avoid duplicating categories across multiple functional areas unless necessary
💡 Tips for Efficiency
- Keep a shared naming reference sheet for your teams to follow
- Review and clean up your Equipment Types during shutdowns or audit cycles
A well-structured category system keeps your gear organised, your teams aligned, and your tracking data clean — no matter how complex the job site.