Administration
Custom Columns
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For Assets – Type the name in the assets property name field and select property column type and select column category as an asset.
No need to select the SPO user properties field.
For user Fill the field and save by clicking the "Save" button.
For Software Fill the field and save by clicking the "Save" button.
For Inventory Fill the field and save by clicking the "Save" button.
Here you can define custom field for Assets , Users , Software and Inventory.
Custom Form
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Note : To make field mandatory, please check the check box & selected field will be denoted by asterisk for your reference.
Here you can Add Custom Form.
Add Asset
- New Assets - From here admin can add the new assets. To add the assets follow add asset.
- Edit Assets- You can edit asset by clicking on the edit icon. This could also be done by clicking on the asset name or asset ID hyperlink, finally click on the update button to save changes.
- Delete Assets - From here you can delete the assets. Select the asset and click on delete asset tab. You can delete 25 assets at one go.
- Export Barcodes - From here you can export Barcodes.
- Export QR codes - From here you can export QR codes.
Add Status
- Click on the +Add.
- Enter the Asset Status and select the checkboxes as per your requirement.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The status dropdown will be displayed on the + Asset or +New asset page.
From here you can able to add status.
To add the status, follow the below steps:
Edit: Click the Edit Asset status button, this display Edit Asset Type page. Update the entries and click on Update button.
Delete: Click the delete button, this displays a dialog box. Click on Yes button.
Add Asset Type
- Click on the +Add.
- Enter the Asset Type and select the checkboxes as per your requirement.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The Asset Type dropdown will be displayed on the + Asset or +New asset page.
From here you can able to add asset type.
To add the asset type, follow the below steps:
Edit: Click the Edit button, this display Edit Asset Type page. Update the entries and click on Update button.
Delete: Click the delete button, this displays a dialog box. Click on Yes button.
Add Project
- Click on the +Add.
- Enter the Asset Type and select the checkboxes as per your requirement.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The Project dropdown will be displayed while assigning the asset.
From here you can able to add projects.
To add the asset type, follow the below steps:
Edit: Click the Edit button, this display Edit Asset Type page. Update the entries and click on Update button.
Delete:Click the delete button, this displays a dialog box. Click on Yes button.
Add Model Number
- Click on the +Add.
- Select the Category, Sub Category, enter Model Numbers and Remarks.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The Model Numbers dropdown will be displayed on the + Asset or +New Asset page.
From here you can able to add model numbers.
To add the model number, follow the below steps:
Edit: Click the Edit button, this display Edit Model Number page. Update the entries and click on Update button.
Delete:Click the delete button, this displays a dialog box. Click on Yes button.
Vendor
- Click on the +Add.
- Enter the Vendor, Code and Remarks.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The Vendor dropdown will be displayed on the + Asset or +New asset page.
From here you can able to add vendor.
To add the asset type, follow the below steps:
Edit: Click the Edit button, this display Edit Vendor page. Update the entries and click on Update button.
Delete:Click the delete button, this displays a dialog box. Click on Yes button.
Category
- Click on the +Add.
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Enter the Categoryand select checkbox as per your requirements.
Default Sub Category can be for one catagory only.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The Category dropdown will be displayed on the + Asset or +New asset page.
From here you can able to add category. Here you can categorize the assets as Consumable by selecting Consumable Category checkbox.
To add the asset type, follow the below steps:
Edit: Click the Edit button, this display Edit Category page. Update the entries and click on Update button.
Delete:Click the delete button, this displays a dialog box. Click on Yes button.
Sub Category
- Click on the +Add.
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Select the Category, enter Sub Category and Remarks.
Default Sub Category can be for one sub catagory only.
- Finally click on the Save button.
- To add multiple status, click on Save and Add more button.
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The Category dropdown will be displayed on the + Asset or +New asset page.
From here you can able to add sub category.
To add the sub category type, follow the below steps:
Edit: Click the Edit button, this display Edit Sub Category page. Update the entries and click on Update button.
Delete:Click the delete button, this displays a dialog box. Click on Yes button.
Location
- Click on the +Add.
- Enter the Asset Location, Country and Email Id.
- Finally click on the Submit button.
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The Location dropdown will be displayed on the + Asset or +New asset page.
From here you can able to add location.
To add the asset type, follow the below steps:
Sync from M365: If you click, it will fetch position available in M365 and push the position names in list.
Edit: Click the Edit button, this display Edit Location page. Update the entries and click on Update button.
Delete:Click the delete button, this displays a dialog box. Click on Yes button.
Pickup Location
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Click on the +Add, this displays Add Pickup Location page.
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Enter the Pickup Address, State,City, Zip Code, Country, Email Id(s) and Mobile Number.
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Click on the Submit button.
From here, admin can add, edit or delete locations.
To add pickup location, follow the below steps:
To edit, select the Action and click on the Edit button. Update the entires and click on Submit button.
To delete, select the Action and click on the Delete button.
Deleted Asset
Admin and Asset Manager could delete the assets. The deleted assets from the administration page will show in deleted assets, either it could be restored back or could be deleted permanently.
Acknowledgement Status
- When assets are assigned from bulk asset using CSV file,
- If we assign assets when asset accept notification is disabled in general settings.
- Synced Intune assets.
On this page, users may see assets that have not been assigned to them but are still shown without emailing the user. We can locate resources there.
To send assigned asset notification to users select the assets from action column
and click on initiate now.
Allow to send notification for 25 assets at a time.