Edit Asset Screen
  • 02 Aug 2023
  • 2 Minutes to read
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Edit Asset Screen

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Article Summary

The Edit Asset screen will display any time you click on an asset record. This screen is for editing asset details and viewing any information that is relevant to that asset, including activity logs or any tasks associated with the asset.

An asset record has 5 sub sections of data that can be expanded or collapsed with the 2 most important sections being the Asset Information and Assigned/Held Information sections. These 2 sections house most of the important information about the asset including its identifiers and the assigned/held by users. The other 3 sections, which are Purchasing Information, Device Information and Related Files, hold additional information that you can add but aren't required except for the Status field which is required but should default to Active. All of the fields on the asset record can be imported through importing excel files as well.  Files uploaded under Related Files cannot be greater than 10mb. 

If any changes are made on the Edit Asset screen, you will want to click the Save button either in the top right or the bottom left of the page to ensure the information is saved.




The fields are numbered in the image above to correspond to the list below:

  1. Google Info:  If your asset is associated with google import, this button will be displayed. If you click on the button it will display specific info about the asset.  You can select to disable the asset from the import function.  
  2. Print Label: Clicking the Print Label button will pop up the screen seen below. From here you can choose what to print on the label by selecting one of the options and clicking the Submit button. You will need a label printer set up to do this.
  3. Tickets (Tasks): Clicking the Tickets button will pop up the screen seen below. From here you can see all the information related to any tickets submitted for this asset and you have the ability to click on the TSK number in the highlighted area which will take you to the task itself. You can also click the icon under the Actions column to do the same thing.
  4. Users: Clicking the Users button will pop up the screen seen below. From here you can see when the asset was assigned, whether its Assigned to or Held by being updated, and who was assigned to the asset.
  5. Invoices: Clicking the Invoices button will pop up the screen seen below. From here you can see any invoices that were created for this asset. You can also access the invoice itself by clicking the icon under the Actions column.
  6. Activity Log: Clicking the Activity Log button will pop up the screen seen below. From here you can see any changes that were made on this asset by anyone. It documents every change that was made, what time it was made, and the user that made the change.


If any changes are made on the Edit Asset screen, you will want to click the Save button either in the top right or the bottom left of the page to ensure the information is saved.



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