Creating an Asset

Adding a new asset

1. Click the “Create Assets” dropdown menu and select + New Asset. You will be directed to the New Asset form.

   Open

   

2. In the New Asset form, enter the following information in their corresponding fields:

   1. Asset NO - will be generated automatically, and should only be entered manually for existing assets not recorded in the system

   2. Name - the brand, model, and/or type of the asset you are adding to the system

   3. Category - select the category the asset belongs to

   4. Role - no assigned role, but should be updated once a role is assigned to the asset

   5. Status - set to “Received”

Below is an example of a completed New Asset form:

Open

3. Click Create Asset to save the new asset and add it to the system.

4. You will be redirected to the new asset’s main page to enter more information on the specified fields pertaining to the newly-added asset.

Once all the information is entered, click Update.