Difference between revisions of "Manage Assets"

From Hornbill
Jump to navigation Jump to search
Line 110: Line 110:
  
 
To update an asset:-
 
To update an asset:-
: If you are a Asset Management admin, you can search for an asset using Asset Management [[File:Asset_Manager_-_Setting-5.png‎ |16px ]] on the navigation bar and then Asset Management. Use the ‘Search assets’ symbol to display a list which you can sort by name, type or status. Select the asset that needs updating. Make the changes you need and then select the save button.
+
: If you are a Asset Management admin, you can search for an asset using Asset Management [[File:Asset_Manager_-_Setting-5.png‎ |16px ]] on the navigation bar and then Asset Management. Select the asset type or all asset tile to display a list which you can sort by various asset attributes, or use the quick filter to find an Asset by ID, or AssetName. Select the asset that needs updating. Make the changes you need and then select the save button.
  
 
==Deleting Assets==
 
==Deleting Assets==

Revision as of 07:46, 8 January 2016

Home > Service Manager > IT Asset Management > How do I add, update, or remove an asset?

Adding an Asset

In Service Manager an asset can be added to the asset register in a number of ways:-

  1. As a Asset Management admin, you can add assets by selecting Asset Management Asset Management Link on the navigation bar and then Manage Assets. Use the ‘New Asset’ symbol, select an asset type and complete the asset details, then click the ‘Create’ button.
  2. Upload new and updates to existing assets automatically from 3rd party asset repositories or discovery tools (SCCM, mssql, Mysql etc)
  3. Upload your assets from a csv spreadsheet (coming soon...)


  • Adding an Asset Manually

To add an asset manually, click the 'New Asset' button from the 'Manage Assets' landing page:
Creating a new asset

When adding a new asset, the first thing you need to do is select an asset type. The asset type is part of one of the Hornbill asset classes which each have their own extended attributes as well as all of the core shared attributes that all assets have. Selecting different asset types will present you with different fields to complete:

A new asset of type Desktop:
A computer system class asset

A new asset of type Smartphone:
A mobile device class asset

Depending on which asset type you have selected, various different attributes will be available/unavailable and also mandatory/non mandatory. To configure which attributes are available and are visible/mandatory, please see the documentation on asset type. If all attributes have been marked as visible in the asset type, the following attributes will be visible per section:

General Asset Information
General Asset Information

Physical Location Information
Physical Location Information

Financial Information
Financial Information

Disposal Information
Disposal Information

Depreciation Information
Creating a new asset

As previously mentioned, asset types fall under an asset classes. The following additional attributes are available for each asset class:
Computer System
Computer System Attributes - Computer Information

Computer System Attributes - Hardware Information

Computer System Attributes - Operating System Information

Computer System Attributes - Network Information

Computer Peripheral
Computer Peripheral Attributes

Mobile Device
Mobile Device Attributes

Network Device
Network Device Attributes

Printer
Printer Attributes

Software
Software Attributes

Telecoms
Telecoms Attributes

Updating/Editing an Asset

To update an asset:-

If you are a Asset Management admin, you can search for an asset using Asset Management Asset Manager - Setting-5.png on the navigation bar and then Asset Management. Select the asset type or all asset tile to display a list which you can sort by various asset attributes, or use the quick filter to find an Asset by ID, or AssetName. Select the asset that needs updating. Make the changes you need and then select the save button.

Deleting Assets

Assets can be deleted in two ways:

  • If you are a Asset Management admin, you can search for asset using the Asset Management Asset Manager - Setting-5.png on the navigation bar and then Asset Management. Use the ‘Search Assets’ symbol to display a list which you can sort by name, type or status. Select the trashcan delete to the right of the asset that needs updating then OK.
  • If you are an Asset Management admin, on the Asset lists, you can multi-select assets you want to delete using the tick box next to each asset. By selecting one or ore assets, a delete option will be available on the list header, allowing for the deletion of the selected assets. Selecting Delete, will ask the user to confirm if they want to delete the selected assets before performing the delete action.
Multi Select Asset.png