Create an asset onboarding process

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • Create an asset onboarding process to walk you through the process of entering important information for assets.

    Before you begin

    The asset onboarding process is a playbook experience that provides an interactive user interface to complete a process. The asset onboarding process is triggered after an onboarding task is created. An onboarding task can be automatically created from the asset request flow or manually created from an asset record. For an overview of the asset onboarding playbook, see Playbooks for Enterprise Asset Management.

    Onboarding is available only for preassembled and simple assets. Also, only the parent preassembled asset can be onboarded; not the child preassembled assets.

    The asset onboarding process is organized into lanes. The lanes appear in the left pane of the page. Each lane includes a few activities that you’re asked to complete. Use the following buttons to skip, save, or complete a task:

    • Skip: takes you to the next activity.
    • Save: saves the information but doesn't complete the activity.
    • Mark as complete: saves the information and completes the activity, and takes you to the next lane.
    Note:
    You can close an onboarding task only after you’ve skipped all the activities or marked all them as complete.

    While you’re performing a particular activity, a status of In progress appears for that activity. As you mark an activity complete, the status of that activity changes to complete. After you complete all the activities in a lane, you move to the next lane.

    The Onboard asset button that triggers an onboarding task only appears when the asset is in any one of the following states or substates as listed in the following table.
    State Substates
    • Build
    • In use
    • In stock
    • In maintenance
    • Available
    • Reserved
    • Pending Install
    • Pending transfer

    Role required: sn_eam.enterprise_asset_manager

    Procedure

    1. Navigate to Enterprise Asset Workspace > Enterprise asset estate.
    2. Open the asset record for which you want to create an onboarding process.
    3. Select Onboard asset.
      The asset onboarding task opens.
    4. Select the Onboarding playbook related list tab.
      The asset onboarding page opens.
    5. Review or enter details in the Asset details lane.
      Note:
      If you’re onboarding a preassembled industrial asset, the MAC address field is included in the Asset details. Also, the Child assets activity under Asset details is displayed only for preassembled industrial assets.

      If you have activated the OT Asset Management application, the Asset details activity displays the MAC address field for preassembled industrial assets and the hardware assets.

    6. Select Skip, Save, or Mark as complete to proceed to the next lane.
    7. Continue to review or enter details in the lanes until you reach the last lane.
    8. After all the lanes show a status of skipped or complete, select Close Task to complete the asset onboarding process.
      Your asset is successfully onboarded.