Asset Management

Staff logins are able to view, edit, and create new Assets from the web portal

Searching and Viewing Assets

To search for existing Assets first click Assets from the navigation pane on the left. Enter any one or a combination of the available search filter columns including Asset ID, Asset Type, or Asset Status. Each filter will narrow the list of Assets as soon as text is entered into them. When you have found the Asset you are looking for, select it from the list to view it’s details.

Asset Searching

Editing Asset Details

After finding and viewing the selected Asset you can edit any of the available fields by clicking the desired tab and editing the fields under each tab. Further usage of each tab is described below.

Asset Editing


This default tab displays all of the general Asset fields.

Purchase & Warranty

This tab displays all purchase, value and warranty related dates and costs.

The links tab shows the main entities that may be linked to the asset. This includes Clients the asset may be issued to, Sites where the asset is stored or issued to, other Assets that make up a set or kit, and Knowledge base articles that may further describe the asset or outline usage details.

Asset Links - Job History


The attachments tab will contain any relevant asset documentation and images e.g. user manuals &/or condition photos.

Job History

This tab will list open and closed jobs that were logged relating to this asset. These jobs can be viewed and updated by clicking on them.


This tab displays the creation and modification details as well as providing an additional Notes field.

Creating New Assets

To create a new asset first click Assets from the navigation pane on the left followed by the New Asset button. You will be presented with the same screen as when editing an asset however with all blank fields. The minimum required fields are Asset ID, Asset Type, and Asset Status. The Asset ID may be auto-generated if the option is enabled from Asset Options in System Administration.

New Asset

Saving Changes

Once you have made any changes to, or finished creating an asset, scroll down to the bottom and click the Save button.

See Also


Asset ID Auto-generation