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Asset Management

 - Wizest version only -

First, you should ensure you should first ensure you have turned on Asset Management in: 

Administration > Company > Settings > Display settings

Here, there is an option entitled Module Display and you should make sure you have ticked Asset Management. Once you have done so, you then need to configure the asset management module prior to adding your assets.

Within asset management, there are two configuration values:

  • Asset categories - The highest level of grouping you can use for asset types - examples of asset categories would be things like IT, furniture, vehicles, and so on. Optionally, you can also add asset subcategories if you desire to get more granular.
  • Asset types - A more granular level of grouping which allows you to report on assets quite specifically. For example, asset types might be a laptop, desk, car, etc.

Putting asset categories and asset types together while using asset subcategories would allow you to add an asset that has an asset type of 15" laptop which is a member of subcategory laptops which is a member of category IT.

This would mean you can inventory how many IT assets, laptop assets, or 15" laptop assets you have.

Click here to learn how to create asset categories an asset types.

Once you have set up assets into your system, you can start managing them by going to: 

Facilities > Assets

Here, you will see all the assets that have been added:

In addition to the Check In and Check Out actions in an asset, there are also actions to:

  • Edit
  • View history
  • Add Images
  • Retire
  • Delete

Editing an Asset

Clicking on the Edit action allows you to view, add, or update any information about this asset:

Adding Images

Click on the Images action to add an image(s) related to this asset. Useful when you need to identify an asset that is not obvious from its name or to show the condition of the asset:

History

Information about the asset will be displayed in read-only mode, but you can see the history of the asset:

  • When it was checked in
  • When it was checked out
  • Who it had been/is assigned to
  • Any comments

Retire

Any assets that are retired will appear in the Retired assets view. In this view, the asset can no longer be edited, checked in or out, images uploaded. You can still view the history, or make the asset available to be checked out again, by clicking on the 'Return' action, perhaps after it has been refurbished or repaired. Alternatively, you can delete the asset by clicking on the Delete action, which will permanently remove the asset from the system:

Reporting

Using the Assets or Asset assignments data sources, you can create and run report showing information like these examples below.

Asset cost by Department (uses Asset assignments):

Asset assignments by Department (uses Asset assignments):

Asset assignments by Employee ID (uses Asset assignments):

Assets assigned by Employee ID leaving this month (uses Asset assignments):

Assets requiring signature (uses Asset assignments):

Asset value by type (uses Assets):

Assets warranty (uses Assets):

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