Learn how to use Assets in a KPI
Using Assets in a KPI
Assets on Capptions incorporate the asset name, unique identification number, and tag. By utilizing these three key elements, users can efficiently create custom Key Performance Indicator (KPI) labels to monitor and measure their assets' performance.
Take note
- KPIs can be created in the form builder or by using the KPI node in the workflow builder.
- KPIs are based on the data entered into the form template
- The KPIs created can be displayed in an Open Task, KPI dashboard, Results Overview and PDF Report.
Create KPIs for Assets
Step 1: Add Assets to your organization
Step 2: Build a new form or include the Asset Select field type in an existing form
2.1 To add an Asset Select field type. Click 
2.3: Click 
2.4: Edit the Question box
Step 3: Create a Formulas & KPI
3.1: Click Formulas & KPI's
3.2: Click Enable Formulas & KPI's
3.3: Under Input Variables, click 
to add a VALUE
3.4: Click Choose form fields and select the Asset field. The variable name will be automatically generated as a combination of numbers and letters. e.g: Z6E1B3
3.5: Under Formulas, click 
to add the EXPRESSION and RESULT NAME
Step 4: Add Expression
When incorporating the variable name into the expression, remember to prefix it with a dollar sign ($) for correct usage.
Use the following expressions to generate the correct label:
- Asset name: GETASSET($copy and paste input variable name).name= GETASSET($Z6E1B3).name
- Asset tag: GETASSET($copy and paste input variable name).tag = GETASSET($Z6E1B3).tag
- Asset ID: GETASSET($copy and paste input variable name).id = GETASSET($Z6E1B3).id
Step 5: Provide each expression with a RESULT NAME
Step 6: Validate the formula
Click on the validate button 
to ensure your formulas are correct. Click Close once done
Step 7: Preview form
Click Preview at the top right of the form builder. Fill in the form and scroll to the bottom of the form builder to ensure the labels are generated correctly.
And that's how easy it is!
We hope this article helps you use Assets for KPIs. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!