Editing an Asset

Every piece of equipment, vehicle, job site and warehouse in Overview is an asset. This article shows how to edit an asset's details: rename it, change its type, record its serial number, hide it, or add notes and photos.

Open

Admin > Asset

Find

Pick the tab and the asset.

Edit

Click the pencil and make changes.

Save

Click Save.

Before You Begin

What You'll Need

An Overview portal login with Administrator access
The name or tag ID of the asset you want to change

Where Assets Live

All assets are managed on Admin > Asset (the Asset Management page), split into four tabs:

Tab	What It Holds
Equipment	Tagged equipment, such as air movers, dehumidifiers and heaters.
Vehicles	Trucks, vans and trailers that carry an Overview vehicle tracker.
Job Sites	The job sites your equipment goes out to.
Warehouses	Your warehouses, and any trailers set up as storage.

Edit a Piece of Equipment

1Open Asset Management

From the left-hand menu, select Admin, then Asset. Click the Equipment tab.

Figure 1: Asset Management

2Find the equipment

Scroll the list, or click the funnel icon under Name or Equipment Tag, type part of the name or tag ID and click Apply.

3Select it and click Edit

Click the equipment's row, then click the pencil (Edit) button in the toolbar. The Edit Equipment window opens.

If the window doesn't open, click the row again and then the pencil.

4Make your changes

Change only the fields you need. The fields are described in the next section.

Figure 2: Edit asset

5Save

Click Save. Your changes show in the list right away. Click Cancel to close without saving.

Equipment Fields

Field	What It's For
Name	The name everyone sees in Find, on the map and in reports. Equipment that was never renamed shows its tag ID here (for example, 0164A9EE).
Equipment Type	The make or model. The type decides which category the equipment is counted under on the Dashboard and in reports.
Equipment Tag	The Overview tag attached to this equipment.
Identifier	Use this field for any internal numbers or descriptions you require.
Serial Number	The manufacturer's serial number. Useful for warranty, service and insurance.
Office / Location	Which branch or home location the equipment belongs to, for your own records.
Job Number / Event Name	The job or event the equipment is assigned to, for your own records. Or API field used for external software documentation.
Assigned To	The person responsible for the equipment.
Value	What the equipment is worth, for your own records.
Hidden	Hides the equipment from regular users. Only Administrator and SuperUser roles can still see it.
Admin View	Shows the equipment only to users with the Administrator role.
Comment	Any extra note you want shown in the Asset Management list.

NOTE

In the Asset Management list, Hidden and Admin View equipment is shown in a different color, so administrators can tell it apart. Click the Information (i) button to see the color key.

IMPORTANT

Be careful with Equipment Tag. Changing it moves tracking to a different tag, and the equipment's location will follow that tag from then on.

Common Changes

To	Do This
Give equipment a readable name	Change Name from the tag ID to your own label, such as AM 1001 or DH-014. Pick one naming style and use it for all your equipment.
Fix equipment in the wrong category	Change Equipment Type to the right make or model. If the type itself is in the wrong category, see Setting Up Equipment Categories.
Record a serial number	Fill in Serial Number.
Retire equipment without deleting it	Check Hidden. Regular users stop seeing it, and its history is kept.
Replace a damaged tag	[Tag Refresh article - available soon]

Add Notes and Photos

Two more toolbar buttons work on the selected asset:

Button	What It Does
Note	Opens Asset Notes. Type a note and click + to add it, for example "Cord replaced 10/2026". Click Close when done.
Camera	Opens Asset Images. Click Select files or drag photos into the box to upload them, for example a photo of the serial plate. Click Close when done.

Edit Vehicles, Job Sites and Warehouses

The steps are the same. Choose the Vehicles, Job Sites or Warehouses tab, select the row and click the pencil. Each tab has its own fields.

Tab	Extra Fields
Vehicles	Vehicle Type, Vehicle Tracker, VIN Number, License Plate Number, Make, Model, Year, Odometer and GPS Active. Address and Position show where the vehicle last reported and can't be edited.
Job Sites	Confirm job site address. See also How to Modify a Job Site Address.
Warehouses	Confirm warehouse address.

IMPORTANT

On a vehicle, leave Vehicle Tracker and GPS Active alone unless Customer Support asks you to change them. They control whether the vehicle is tracked.

Troubleshooting

Issue	What to Try
I don't see Admin > Asset	Your login may not have Administrator access. Ask your company's Overview administrator, or contact Customer Support.
The Edit window doesn't open	Click the row to select it (it turns blue), then click the pencil.
The Save button is grayed out	Change at least one field first.
I can't find the equipment	Clear any filters, then filter Equipment Tag by the tag ID printed on the tag's label.
Equipment disappeared from Find	Check whether Hidden or Admin View is checked on that equipment.
My change isn't showing	Click the Reload all data button in the toolbar, or reload the page.

Quick Reference

Edit an Asset	Good to Know
Admin > Asset, pick the tab	Equipment Type sets the category
Filter by Name or Equipment Tag	Hidden hides it from regular users
Select the row, click the pencil	Note and Camera add notes and photos
Change the fields, click Save	Don't change tags or trackers unless replacing them

NEED HELP?

Overview Customer Support

Email: overviewcustomerservice@logikos.com

Please include the asset name and tag ID with any support request.