General 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.