Associate record types with an asset type

When you create an association of an asset type with a record type, you consolidate and filter data displayed for users to view during daily processing. As a result, the user only sees applicable record types for that particular asset type, which eliminates the possibility of accidentally choosing an invalid option from a large list of choices.

You can define, edit, and remove the record types and asset types resulting in the ability to have many record types associated with many asset types and many asset types associated with many record types.

To associate a record type with an asset type

From the Administration menu, select Assets > Type.
Select an asset type to which you want to assign a record type by either:
- Selecting an asset type in the navigation tree.
  
  or
- Selecting an asset type from the Asset type list.
Select the Record types tab in the Asset type detail section.
Select Assign.
Select the check box(es) next to the record type(s) that you want to associate with this asset type.
Notes:
- You can select Search to locate a record type by typing all or part of the record type name.
- When you select a record type that has lower levels associated with it, Civic Platform automatically selects all of the record types associated with that level.
Select Submit.