1. Browse asset records using the view that fits your need. PTC Orbit provides four views for your installed base. The Asset List View displays all assets in a tabular format with filtering, search, and drill-down capabilities. The Asset Group View organizes assets hierarchically by account or site. For geographic context, the Asset Location View arranges assets by region, site, and building. The Asset Map View plots assets on an interactive map with cluster markers for dense locations.

2. Create new asset records when equipment enters your installed base. Add assets individually as new equipment is deployed or transferred to your organization. Each record captures the asset name, product association, account, location, and operational attributes.

3. Review product information. The Products page lists all products associated with your assets. Use it to verify product specifications, identify which products are deployed across your installed base, and access product-level details relevant to service planning.

4. Manage customer accounts. The Accounts page provides a centralized view of customer records, their associated assets, and service history. Review account details to maintain a complete picture of each customer relationship and the equipment tied to it.