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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Getting Started Guide > Asset management > Add an asset

Add an asset

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Created by Melanie Boyd, last modified by Melanie Boyd on Oct 11, 2016

Views: 48 Votes: 1 Revisions: 14

An asset is any item owned by an enterprise. For example, IT assets can include items such as servers, laptops, and monitors. This section describes some data you might find helpful in collecting when managing assets in Web Help Desk.

Prerequisites

This is the fourth task in the process of configuring asset management. Before you start, you must complete the previous tasks:

Add an asset

The following steps show how to manually add an asset. You can also configure asset discovery.

  1. On the toolbar, click Assets, and then click New Asset.
  2. Complete the following fields as required.
    Field Description
    Asset No.

    The system auto-assigns an asset number, or you can enter your own asset number.

    Asset Type

    An asset type modifies the Model drop-down menu to include only items from that asset type. Asset types are used as categories for asset custom fields and in search and preconfigured reports that count the number of assets by asset type.

    Model

    The model is used in search, action rules, and preconfigured reports that count the number of assets by model. You must select a model.

    Location Select the location associated with the asset. Used in search and preconfigured reports that count the number of assets by location.
    Clients

    Use a last name or first name to search for clients to assign the asset to. Click the hyperlinked name or names to assign the client to the Asset.

    When you assign an asset to clients, you can generate a preconfigured report that calculates the number of tickets submitted for each asset. This report is useful in determining the assets with a high incidence of problems.

    Status Click the asset status type for the asset. The status is used in search and preconfigured reports that count the number of assets by status.

  3. Click Asset Details and complete the following fields as needed.
    Field Description
    Purchase Order or Purchase Date

    You can enter a purchase order number that is associated with this asset, or you can enter a purchase date.

    Warranty Type

    This value auto-populates when you link the asset to a purchase order number. You can also select a warranty type.

    Warranty Exp.

    Enter the date when the warranty expires. This date is calculated from the Purchase Order or Purchase Date field. You can generate a preconfigured report that counts expiring assets.

    Audit Date Enter the date when the asset will be audited. You can generate a preconfigured report that counts assets to be audited for each date.

  4. Click Save.
Last modified
18:11, 10 Oct 2016

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