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Assets in AssetIT are key items tracked via serial numbers or asset tags, serving as central items in AssetIT. All other resources can link to assets, and assets can also be interconnected.

An asset is a broad term that can refer to any main object that needs to be tracked and managed. It could be a laptop, a server, or even a bike. This allows AssetIT to adapt to the unique needs of any industry, whether you're managing IT equipment, vehicles, or specialized machinery.

Info

Before creating or importing your first asset in AssetIT, it is recommended to set up Asset Models. These models serve as foundational templates that define the key attributes and categories for managing all assets within the system.

How to Create Asset Models?

At the AssetIT sidebar, scroll down to Settings > Choose Asset Models. This will take you to the Asset Models page.

image-20240822-051528.png

There are 02 ways to create new asset models:

Status
colourGreen
titlebulk import
and
Status
colourGreen
titlemanual set up
.

Expand
titleHow to import Asset Models?1. Bulk Import

  1. On the top right of the Asset Models page, click on image-20240814-084246.png to initiate the process.

  2. You will see a table that instructs you to use the sample CSV file for data preparation.

Import Data to AssetIT.jpg

  1. Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.

  2. In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.

    1. To modify data information, click on the Edit button.

    2. To automatically generate missing data for

      Status
      colourPurple
      titleDepartment
      ,
      Status
      colourPurple
      titleInventory
      ,
      Status
      colourPurple
      titleCategory
      ,
      Status
      colourPurple
      titleLocation
      ,
      Status
      colourPurple
      titleSupplier
      ,
      Status
      colourPurple
      titleManufacturer
      , and
      Status
      colourPurple
      titleStatus Label
      , click on the “Generate Data” button.

Info

You can also download the most recently modified data into a CSV file for further customization by clicking the image-20240909-103300.png button at the bottom of the list.

Edit importing data.jpg

  1. Click on Submit to finish importing your asset models.

  2. You should now see a list of asset models on the Asset Models page.

Expand
titleHow to create a new Asset Model manually?2. Manual Set Up

You can manually create each asset model individually. Here's how:

  1. In the Asset Models section, click on image-20240822-051926.png at the top right of the page.

  2. You will be directed to the Create New Asset Model page. Begin by filling out the mandatory fields, and complete additional fields as needed.

Create a New Asset Model manually.jpg

  1. For fields such as

    Status
    colourPurple
    titleManufacturer
    ,
    Status
    colourPurple
    titleCategory
    , and
    Status
    colourPurple
    titleDepreciation
    , you can create new data directly using the New shortcut button.

  2. Click on Submit to finish. You should now see your new asset model in the Asset Models list.

https://www.loom.com/share/73d1e6b63c7e4a97b15a13d7961dc23d?sid=ec593bd3-5647-4354-9408-22b13d758d72

How to Create Your Assets

Tip

Having Asset Model(s) enables you to create new Assets.

At the AssetIT sidebar, go to Assets. This will take you to the Assets page.

image-20240822-055927.png

There are also 02 ways to create new assets:

Status
colourGreen
titlebulk import Assets
and
Status
colourGreen
titlemanual set up Assets
.

Expand
titleHow to import Assets?1. Bulk Import Assets

  1. On the top right of the Assets page, click on image-20240814-084246.png to initiate the process.

  2. You will see a table that instructs you to use the sample CSV file for data preparation.

Import Assets to AssetIT.jpg

  1. Once you finish preparing your data, import it into the app. You will then be taken to the Data Preview stage.

  2. In the Data Preview stage, the app will highlight any fields with errors, allowing you to make adjustments directly.

    1. To modify data information, click on the Edit button.

    2. To automatically generate missing data for

      Status
      colourPurple
      titleDepartment
      ,
      Status
      colourPurple
      titleInventory
      ,
      Status
      colourPurple
      titleCategory
      ,
      Status
      colourPurple
      titleLocation
      ,
      Status
      colourPurple
      titleSupplier
      ,
      Status
      colourPurple
      titleManufacturer
      , and
      Status
      colourPurple
      titleStatus Label
      , click on the “Generate Data” button.

Info

You can also download the most recently modified data into a CSV file for further customization by clicking theimage-20240909-103443.png button at the bottom of the list.

Asset Import Preview.jpg

  1. Click on Submit to finish importing your asset models.

  2. You should now see a list of your assets on the Assets page.

Expand
titleHow to create a new Asset manually?2. Manual Set Up Assets

You can manually create each asset individually. Here's how:

  1. In the Assets section, click on image-20240822-051926.png at the top right of the page.

  2. You will be directed to the Create New Asset page. Begin by filling out the mandatory fields, and complete additional fields as needed.

Create a New Asset manually.jpg

  1. For fields such as

    Status
    colourPurple
    titleDepartment
    ,
    Status
    colourPurple
    titleInventory
    ,
    Status
    colourPurple
    titleLocation
    , and
    Status
    colourPurple
    titleSupplier
    , you can create new data directly using the New shortcut button.

  2. Click on Submit to finish. You should now see your new asset in the Assets list.

FAQs:

Additional Resources:

Need help? Submit your concerns at our Support Desk. Our support team will be in touch right away!