Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Asset Details

The Asset Details section offers a structured and comprehensive view of key data fields associated with each asset. This area serves as a central point for recording, editing, and synchronising asset-related information essential for operational tracking, compliance, and integration with external systems.

Purpose and Importance

Maintaining accurate and up-to-date asset details ensures:

  • Operational efficiency through correct asset classification and assignment.

  • Reliable data synchronisation with external platforms such as ERPs and inspection tools.

  • Effective reporting based on filtered and categorised asset groups.

  • Seamless workflow execution, enabling automation across your asset lifecycle.

When properly managed, asset details allow organisations to drive consistency across operational platforms, streamline servicing schedules, and improve data governance.

 

 

Tabs and Editable Fields

1. Asset Info

Contains key identification, description, and registration fields:

  • IDs: Perspio ID, Source System ID (used in ERP and other Integrations), and Customer Asset ID for traceability and system alignment.

  • Description: Includes Asset Name, Type, Make, Model, and Manufactured Date.

  • Registration: Captures license plate details such as Rego Number, Rego State, and Expiry.

These identifiers are critical for locating assets within large fleets and aligning Perspio records with third-party systems.

 

2. Contacts, Finance, Hierarchy, Operation, Servicing, Utilisation, and Variables

Each of these tabs provides specific metadata useful for more advanced configuration and reporting. They include:

  • Contacts: Assign asset-related stakeholders or points of contact.

  • Finance: Store acquisition cost, depreciation data, or budget references.

  • Hierarchy: Classify assets using P-Levels and asset groups.

  • Operation: Link to device serials, makes, or external operational fields.

  • Servicing: Tie into active maintenance schedules or service programs.

  • Utilisation: Store thresholds or targets for usage metrics.

  • Variables: Custom fields used for tagging and sorting unique attributes.

 

 

Integration and Automation

ERP Synchronisation

Asset Details can be synced with ERP systems to ensure a single source of truth. When integrated, updates to asset information in either system can reflect bidirectionally, reducing manual entry and improving data consistency across platforms.

 

Webhook Updates via Inspection Software

Perspio can receive asset updates through webhooks triggered by third-party applications, such as digital inspection tools. This is especially useful when capturing asset condition, registration, or hierarchy data during in-field inspections.

 

Workflow Automation: Perspio Asset Details Action

Workflows can be configured to automatically update fields in the Asset Details section using the "Perspio Asset Details" action. This allows:

  • Auto-population of registration or classification fields based on form inputs.

  • Automated corrections during onboarding or synchronisation events.

  • Streamlining of data entry for high-volume fleets or inspection processes.

These automations are crucial for scaling operations, improving data accuracy, and reducing human error.

Best Practices

  • Regularly audit and update asset details to ensure data integrity.

  • Leverage ERP integrations to avoid duplication and sync lifecycle information.

  • Use workflows to automate repetitive updates or enforce data validation rules.

  • Enable webhook endpoints in inspection platforms to keep metadata current based on physical inspections.

 

The Asset Details are a foundational element of asset lifecycle management in Perspio. Keeping this data structured, complete, and connected unlocks the full potential of the platform's telemetry, automation, and reporting capabilities.