Assets Module

Overview

• Assets Module
  • Overview
  • Navigate to Assets
    • UI Options
  • Add a new Asset
    • Add Asset Form Details
  • Edit a new asset

Navigate to Assets

Workplaze → Assets

UI Options

1. Search Assets

   • Will allow user to search assets.

2. Status

   • User can filter the assets using its status (All, In Stock and In Use).
   • The default value is In Use

3. Location

   • User can filter assets by thier respective location

4. Used By

   • User can filter assets by thier respective user

5. Filter Assets

   • Advanced Filter allows you to search assets using various filters. When you press filter button from ui a drawer will render on the screen. The filter options are as below

     • Type
     • Used By
     • Managed By
     • Departments

   • Check below the image for filter options

     

Add a new Asset

To Add a asset

Workplaze > Assets > Add Asset

Add Asset Form pops up

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Add Asset Form Details

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• Name
  • Name of the asset.
• Asset ID
  • ID of the asset.
• Asset Type
  • Type of that asset selected from the dropdown.
• Asset Cost
  • Cost of that asset
• In Repair
  • to record whether asset is in repair or not.
• Used By
  • Records name of user using the asset.
• Managed By
  • Records the name of user who manages the asset.
• Department
  • Records the department where the asset is being used.
• Location
  • Records the location of organization with which it is mapped.

Edit a new asset

• If user need to change the asset details added at the time of asset addition ,user can edit it using edit button. Clicking on it opens a pop up form with the added details in it.

• After an asset added, user can add more asset details on its Hardware, Software ,Warranty, History or can add any notes on the asset in edit details button section.

• Only CXO,Admin,System Admin and HR Manager have access to edit this fields.