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Assets ยท Tenant admin

Add an asset to the register

Browse the guidesAssets

Steps

  1. Open Manage > Records and choose Asset under Record types.
    The list of record types in Manage, Records, with Asset outlinedThe list of record types in Manage, Records, with Asset outlined
  2. Press Add asset.
    The Add asset button outlined at the top of the Assets listThe Add asset button outlined at the top of the Assets list
  3. The New asset form opens. Fill in at least Asset tag and Name. Add what you know of Category, Serial number, Supplier, Bought on, Purchase cost, Warranty until, Condition, Assigned to and Location.
    The New asset form with Asset tag, Name and Category filled in and outlinedThe New asset form with Asset tag, Name and Category filled in and outlined
  4. For anything that needs servicing, set Service every (months) and Next service due.
    The Service every (months) and Next service due fields of the New asset form outlinedThe Service every (months) and Next service due fields of the New asset form outlined
  5. Press Add asset.

What you will see

The asset on the Register on the Assets Overview, and offered on the Receive, Assign, Service and Retire forms.

Common problems

  • Assets bought through Spend Requests are added by themselves when the request is approved, tagged NEW and marked On order. Edit the tag here, and use Receive an asset when it arrives.
  • Bulk import. Assets are added one at a time.