Available On: Essential, Premium, Professional, Enterprise
Learn how to tidy up your asset database in UpKeep CMMS with this quick guide. Whether you're archiving for future reference or deleting to declutter, we've got you covered. Remember, deleting is permanent, so archiving is recommended for safe removal of assets. Let's keep your asset management efficient and organized!
How to Archive an Asset
Go to the Assets page via left-hand side of screen
Locate the Asset or Assets by searching or filtering for them
Once you have found the asset, click on the asset as if you were going to edit the asset
Click the 3 dots in the upper right-hand corner
Step 5 : Click Archive
Note: You can use the filters to unarchive Assets as needed
How to Delete an Asset
🚫⚠️Warning: Deleting is permanent! Be cautious when removing items as this action cannot be undone. 🚫⚠️
🚫⚠️Warning: Deleting a Parent Asset also Deletes the other Assets in the Hierarchy 🚫⚠️
Go to the Assets page via left-hand side of screen
Locate the Asset or Assets by searching or filtering for them
Once you have the list of assets, you will then place a check mark in the white box next to the name OR at the top to multi select all assets
Once you put a check mark in the box, you will see at the bottom of the page this message.
Click "delete" and review the message in the pop-up box
Click delete