Asset Categories And Types
Define the asset families your organization manages, from facilities and fleet to utilities, parks, equipment, infrastructure, and IT.
Asset platform
A configurable asset operations foundation.
Start with the structure every asset team needs, then shape categories, types, locations, workflows, roles, documents, and planning fields around your organization.
Operating model
Connect the records your asset team works from every day.
FlexPortal Asset Manager is organized around the practical records that support public works, facilities, utilities, fleet, parks, finance, compliance, and regulated operations.
Asset category
Asset type
Asset location
Asset
Inspection template
Inspection
Inspection item
Maintenance record
Deficiency
Document
Workflow template
Workflow event
Configurable catalogs
Shape the foundation around your organization.
Configure the asset categories, types, locations, inspection templates, workflows, documents, statuses, and roles that fit your operating model.
Location Hierarchy
Model sites, buildings, rooms, districts, zones, routes, coordinates, GIS references, and field locations without hard-coding one structure.
Inspection Templates
Create inspection templates and item-level checks for routine inspections, safety reviews, condition assessments, and compliance programs.
Maintenance Records
Capture maintenance type, priority, schedule, vendor, labor, cost, completion details, summary, and notes as durable history.
Asset operations view
Pump Station PS-042
REVIEW DUE
Assets tracked
412
Due inspections
38
Needs review
14
Replacement plan
26
Register
Locate
Inspect
Maintain
Review
Plan
HVAC-118Quarterly inspectionDue this week
TRK-027Brake serviceIn maintenance
PK-044Safety deficiencyRepair required
Trustworthy records
Give each team the right work surface without disconnecting the asset.
The platform model supports asset-level history, inspection records, maintenance history, deficiency tracking, document evidence, workflow events, replacement planning, and role-based access.
Configurable Foundation
- Asset categories
- Asset types
- Location hierarchy
- Inspection templates
- Workflow templates
- Status catalogs
- Document types
- Roles and permissions
Records Teams Can Trust
- Asset-level history
- Condition and lifecycle status
- Inspection history
- Maintenance history
- Deficiency status
- Document evidence
- Workflow events
- Replacement planning fields
Role-Based Work
- Asset viewers
- Technicians
- Asset managers
- Finance users
- Compliance users
- Admins
- Department stakeholders
See how the asset foundation maps to your operation.
Walk through the core data model, catalog setup, records, roles, and asset workflows your organization would need in a first implementation.