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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Administrator Guide > Set up the application > Define asset type, status, warranty, and lease information

Define asset type, status, warranty, and lease information

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Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 18, 2016

Views: 32 Votes: 0 Revisions: 4

Asset type, status, warranty, and lease information are usually included data imports. However, if you have undefined Asset types, you can manually define them on the Types page.

Assets can be associated with clients so techs can easily identify the items for which support is requested.

Asset Classes tab

Use the Asset Classes tab to represent any type of classification you choose, such as Software, Hardware, Owned, and Leased.

  1. In the toolbar, click Setup and select Types.
  2. The Types screen appears.
  3. Click the tab.
  4. Click New. 
  5. In the Name field, enter a name for the custom type.
  6. In the Custom Fields row, select which of your custom fields should be attributed to the type you are creating.
  7. Click Save. 

Use the AssetStatus Classes tab to define Asset status. A status can be anything you create, such as Deployed (for equipment in use) or In Storage (for equipment in storage and not in use). Web Help Desk includes predefined Deployed status types.

  1. In the toolbar, click Setup and select Assets > Types.
  2. Click the tab.
  3. Click New.
  4. In the Name field, enter a name for the custom type.
  5. Select the Retired check box if your custom selection is retired.
  6. Click Save. 

Use the Warranty Classes to create and apply warranty classes (from one year to five years) and reflect the appropriate warranty length or type for a particular asset class.

  1. In the toolbar, click Setup and select Types.
  2. In the toolbar, click Setup and select Types.
  3. Click the tab.
  4. Click New. 
  5. In the Warranty Name field, enter the name used to identify the warranty.
  6. In the Expiration row, enter the amount of time until expiration.

    If there is no expiration, leave the field blank.

  7. Click Save. 

Use the Lease Classes tab to create and apply lease types from one year to five years and reflect the appropriate warranty length or type for a particular asset class.

  1. In the toolbar, click Setup and select Lease Types.
  2. Click the Lease Types tab.
  3. Click New.
  4. In the Lease Name field, enter a name to identify the lease.
  5. In the Expiration row, enter the amount of time until expiration.

    If there is no expiration, leave this field blank.

  6. Click Save. 
 
Last modified
14:31, 18 Jul 2016

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