Creating an Asset

Owned by Herbert Balagtas
Last updated: Dec 14, 2022 by Joan Gabrielle Basa
2 min read

Adding a new asset

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

  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”

Set the status to “Purchased” if the asset has a confirmed order but not physically received yet (for Admin Coordinator).

Below is an example of a completed New Asset form:

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.