Page Comparison

Creating Your First Asset Type Scheme

1. Open the "Asset Type Schemes" section from the top-level "Assets and Inventory" menu.

2. Select a starting point:

   • “Create new asset type scheme” button: This option allows you to build a scheme from scratch.

     

   • The cog icon > “Create scheme from templates”: This provides pre-defined sample Asset Types to jumpstart your scheme creation.

     

3. Assign a descriptive name and optional description for your scheme.

4. Select a permission scheme.

5. Click Save to create it.

Adding Asset Types to Your Scheme

Once you have a scheme, it's time to populate it with specific asset types. Think of an asset type as a blueprint for individual assets within that category. Here's how to add them:

Step 1: Create asset type

1. Click the Create new asset type button.

   

2. Define a new asset type from scratch, specifying its unique attributes (e.g., model, serial number, purchase date).

   

   • Or use “Clone from other asset type”: Save time by copying attributes from an existing asset type and modifying them for the new one.

Step 2: Add attributes to define your asset type

Attributes are the building blocks that define the specific details you want to track for each asset within a type.

There are 3 ways to add an attribute:

• Select an attribute from the dropdown list, check or uncheck the “Required” option, and click Add selected Attribute.

  

• If a required attribute isn't on the list, you can create it directly while adding the asset type. Click "Not on list”, create an attribute quickly, and add it to the asset type.

  

• Explore a comprehensive list of available attributes for a wider selection. Click Open attributes on popup to select from list.

  

Managing Your Asset Types

Once you've established your asset types, you can perform various actions to maintain them:

• Drag and Drop: Reorder attributes within an asset type for a logical flow.

  

• Delete Attribute: Remove unnecessary attributes from an asset type.

• Set Required: Make specific attributes mandatory for all assets within that type (e.g., serial number).

• Rename Asset Type: Change the name of an asset type for clarity (remember to re-index after renaming).

• Delete Asset Type: Remove an asset type entirely if it's no longer relevant (re-indexing is required).
  

Moving Asset Types Between Schemes

As your asset collection grows, you might need to reorganize. The system allows you to move asset types from one scheme to another for better categorization. Don't forget to re-index your schemes after making these changes.