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  2. SGW5D Asset Management Guide

How to create an item type.

This guide will show you how to create item types. Item types help categorise your assets, and assign them icons in the 5D system.

  1. How to create an item type.
    1. Using the left navigation panel, go to ‘Configuration’, at the bottom you will see ‘Item Types’.



    2. You will see a list of pre-made item types; you can edit these by using the pencil icon. To create a new item type, click the ‘Add New’ button in the top right of the page. 



    3. This example shows the creation of a ‘touchscreen’ item type. Firstly, add a name and description. It is then confirmed via the check the box if this item type needs PAT testing. The last stage is to select an icon. You might not be able to find the exact match, but you should use the closest icon to it.
    4. To finalise the item type creation, click create in the top or bottom right corner of the page.



    5. The item type will now appear in the list on the item type page and show as an option when you create a new asset.