Assets
Creating a new asset
Last Updated: October 31, 2024General information Description*: The description or title of the asset, for example “iPad Pro”. Serial number*: Enter the serial number of the asset. Manufacturer: Enter the manufacturer of the asset. ID number: If the asset has a unique identification number, you can enter it here. Category: Select a category from the default list or create a new category by clicking Add new. You can edit and delete categories from Burger menu > Categories. Picture: Optionally, you can add a picture for the asset. Either browse to upload or drag and drop a picture file. You can add more files below the “Files” section. Connections Assigned person: Select the person who is assigned (given) this asset. Click Add new to create a new person. Insurance contract: If the asset has an insurance contract, you can connect it here. Linked contracts: Connect one or more contract to this asset. For example, here you can connect a service agreement. Location*: The Location that the asset belongs to. Click Add new to create a new location. Department: The Department that the asset belongs to. For example “Administration”, “Sales” or “Finance”. Contact information Address: Enter the first line of the address where the asset is located. Zip/Postal: Enter the Zip or Postal code. City: Enter the city of where the asset is located. Country: Choose the correct country from the list. Building: Here you can specify the exact building. Floor: Here you can specify the floor where the asset is located. Room: You can specify the room where the asset is located. On loan: Check this box in case the asset is loaned out to another Company or Location (Business unit) within your organisation. Location/Company: Enter the Location or Company that the asset is loaned out to. Contact person: Enter the name of the contact person in the Location or Company where the asset has been loaned out to. Email: Enter the email address of the contact person. Phone number: Enter the phone number of the contact person. Dates and comments Date of purchase: Enter the date when the asset has been purchased. Warranty period: Enter what is the warranty period of the asset, for example “24 months”. Expected renewal date: Enter the date when this asset is expected to be renewed. Disposal date: Enter the date when this asset is expected to be disposed of. Date comments: You can create multiple date comments for various things that are relevant for the specific asset. Click + to enable the first record and click the + again to add new. For each record you need to enter Start date and Comments. End date is not a required field. Files Attachments: You can attach documents from your local computer. Simply drag and drop files or click the button to browse files and upload them. External links: You can paste links to documents or folders stored on cloud storage locations or on your local server. Hit Enter to add a link. Comments Comments: Add comments about this asset in the text field below. When you are done, click Save.
What are Assets?
Last Updated: October 7, 2024An asset is defined as a resource controlled by the company as a result of past events and from which future economic benefits are expected to flow to the company. Put simply, all your computers, screens, iPads, cars, etc. are company assets. You can create Assets in Contractpedia, assign them to specific people and link contracts to them. Then when someone quits their job you see which assets you need to collect from them.
How to quickly copy (duplicate) an asset
Last Updated: October 31, 2024If you have created an asset and want to create another one with very similar or even the same details, there is a fast and easy way to do so, using the Copy button. Here is how to copy (duplicate) an asset: 1. Go to the asset that you wish to copy (duplicate). 2. Click on the Copy button at the top right of the screen. 3. Your new asset is now saved. The new contract will be identical with the original one, just the Serial name will be different, you will notice that the word “Copy” is added. If you wish to change the Serial number of the new contract or edit any other details, click on the Edit button , make your changes and Save the asset.