Only the Access Maintain Support team can create or amend work types, equipment types, trade types, and asset categories. If you need a new option added to the system, contact our Support Team through our Digital Assistant with the required details.
This article explains the different categories and what information to provide when making a request.
Categories explained
Categories | Details | Example |
Work type | A high-level category used to group equipment types under a specific area of the system. | Catering equipment under the Kitchen area. |
Equipment type or asset category name | The item that appears on orders and assets indicates what type of equipment the job relates to and where it is required. | Blenders, coffee machines, grills, and food mixers.
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Trade type | The category that links equipment types to contractors, allowing them to be selected for jobs. | Trade types are configured in the Trades / Item Types section of each contractor and define which equipment a contractor can work on. |
Request a new work type, equipment type, or trade type
To request a new work type, equipment type, or trade type, contact our Support Team through our Digital Assistant and include the following information in the case description:
Where the item should sit in the layout.
Example: Kitchen.The required work type.
Example: Catering equipment.The name of the new equipment type.
Example: Coffee machine.The name of the new trade type
Example: As shown in the Trades / Item Types tab of the contractors.Whether the equipment should appear in Asset Management.
Whether the equipment should appear in Callouts, Quotes, or both.
Whether this request is business critical.
The required capital and repair accounting codes.
📌 Note: Accounting codes are optional but recommended if available.
Request a new asset category
To request a new asset category, contact our Support Team through our Digital Assistant and include the following information in the case description:
The name of the new asset category.
Example: Blenders.The required work type.
Example: Catering equipment.The area of the layout where it should be added.
📌 Note: The layout area is only required if a new work type is also needed.
LOLER restrictions on equipment and asset types
The Lifts and Escalators category uses a set of predefined asset types determined by the building type of the unit. For example, an office will have asset types commonly associated with that environment (such as Passenger Lifts and Disabled Lifts), while a warehouse will have types relevant to its operations (such as Fork Lift Trucks, Pallet Lifts, and Scissor Lifts).
Because of this, the system does not allow asset types to be added to the Lifts and Escalators category outside of the predefined list for that building type. This restriction is in place to maintain LOLER compliance.
What to do if you are blocked by a LOLER restriction
If you receive an error or are unable to add an asset type due to a LOLER restriction, contact our Support Team through the Digital Assistant and include the following information:
The name of the asset type you are trying to add.
Example: Manual Fork Lift.The asset category it should sit under.
Example: Lifts and Escalators.The work type it relates to.
Confirmation of whether LOLER compliance applies to this equipment at your site.
📌 Note: LOLER-restricted categories require configuration by the Access Maintain Support team. Only they can review and make changes to these settings.