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.
This is the fourth task in the process of configuring asset management. Before you start, you must complete the previous tasks:
The following steps show how to manually add an asset. You can also configure asset discovery.
|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.
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.|
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.|
|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.|