Data: Locations, Assets and Lists
Build the shared workplace structure that other CW features use.
Locations describe where work happens. Assets describe the equipment or other tracked items. Lists hold reusable structured information. Start with the location tree, then use consistent asset identifiers and relationships.
Workspace access. Pages and actions depend on your role and the modules enabled for your workspace. This guide describes CW release/1.0.1; your administrator can confirm the options available to your team.
Get started
Open Data and choose Locations, Assets or Lists. On table pages, select the intended table and review its fields before importing or adding records. Check a few records after an import, including their location and file links.
Watch the walkthrough
Follow the actions in Connected Workers, then use the chapter sections in the progress bar to revisit a step. English subtitles are on by default; choose Hebrew in the captions settings.
The user flow
- Create the location hierarchy.
- Choose an asset table.
- Add stable equipment records.
- Link assets to their locations.
- Prepare reusable lists.
- Check records and relationships.
How the information moves
| Stage | Responsibility |
|---|---|
| 1 | Table or location form |
| 2 | Role and workspace checks |
| 3 | Structured records |
| 4 | Relationships and files |
| 5 | Scoped record retrieval |
| 6 | CW pages and TAI |
The diagram describes the logical path through the application. Saved records retain their workspace and relationships. Supported background processing and external synchronization can complete after the initial save.
Tips for better data and TAI context
- Keep one stable ID per physical item.
- Use clear column names and consistent units.
- Resolve duplicates before importing; preserve IDs used by connected systems.
Consistent equipment codes, precise location links and readable approved files help TAI retrieve the intended context. A saved record does not mean every attached file has finished indexing. See background indexing for the preparation process.
Check the result
Open the saved record or configuration again. Check its location, equipment links, status and visibility for the intended role. If information is missing, check scope and permissions before adding a duplicate.
Related guides
Connected Workers overview · TAI · Knowledge and search
For help with availability or setup, contact your workspace administrator or support@treedis.com.
