Create an asset category

This article covers the assets module (feature used to manage company assets).

To open the assets module, go to the control panel (main dashboard for system settings) → assets, and then click the dashboard (overview screen).

On the dashboard, you can see:

• the assigned assets (resources already allotted to employees),
• how many unassigned assets there are (resources not yet allotted),
• how many new assets there are (recently added resources), and
• the dead assets (retired or unusable assets).

The dashboard shows the classification of your assets. If you have multiple locations (office sites) or multiple entities (business units/branches), you can see asset details by entity and location when you click the relevant location or entity tab.

Next, go to the View/Add option (section where you can see and add new records). In the View/Add option, you see the asset categories option (types/groups of assets) at the top of the page.

Before you can enter assets in the system, you have to create asset categories. The steps below explain how to add asset categories.

Click the asset categories option at the top-right corner of the page. This opens a page where you can create a new category and see the existing asset categories in the company. You can also edit or delete them.

In order to create a new asset category:

• Enter the name of the asset (e.g., Laptop, Mobile).
• Optionally, provide a description (short details about the category) for this category.
• You can also select a parent category (an already existing category to map it under, making this one a subcategory).
• You can define the code pattern (unique identification series) that you want to use.
  • For example: If it is a laptop, you may set LAP000.
  • If it is a mouse, you may set MOU000 in the curly brackets {} as the code, and the numbers are assigned automatically.

You can also define the unassigned threshold (limit for unallocated assets).

• Example: If you want only working and new assets to be considered, you can describe the minimum quantity here.
• You can also set reminders for the super admin (highest-level system administrator) or CC’d recipients if the unassigned threshold is reached.

Then there are columns for additional info (custom fields for storing extra asset details).

• Here, you can create multiple fields, such as title, model number, RAM or any other specifications you want.
• You can mark these fields as mandatory (must be filled) or non-mandatory (optional).

Whenever an asset is added under this category, the person entering the asset details must also fill in any additional info marked as mandatory.

Once you complete the setup, click Save. The asset category you created now appears in the system.