Record
Entry, file import, barcode, invoice and warranty certificate as attachments.
Modules · Assets
Every asset tracked, from order to retirement.
Asset tracking records the organisation’s equipment throughout its life and lets people share the items that pass between several users, with no double booking.
Benefits
- A known estateEach asset carries its reference, serial number, supplier, warranty, value and owner.
- An asset’s life followedFrom order to retirement: ordered, received, in stock, in service, in repair, on loan, retired, with the history of every change.
- Shared assets without conflictTwo bookings can never overlap on the same asset, even if they arrive at the same instant.
- A view of the estateA dashboard shows the value of the estate, the warranties and contracts nearing expiry, and the split by status or location.
How it works
Assign
User, owner, location; a parent asset groups its components.
Share
A shared asset is booked for a period in a calendar.
Measure
Meter readings (hours, mileage, cycles) remain available.
Related modules
- CMDB Assets are items in the repository, with its relationships, rights and history: an asset is immediately available to tickets and changes.
- Contracts An asset is linked to the warranty or maintenance contract that covers it, and that contract sets the deadline for tickets passed to the supplier.
- Network inventory A discovered device is an asset from the start, with status, owner, warranty and purchase cost.
- Stock A single screen brings together assets, contracts and stock, with upcoming expiries and thresholds crossed.
- Project management An asset can be attached to a project, task or milestone, and its record shows the linked projects.
- CRM: customer relationship management Warranty ends and licence expiries create renewal opportunities; end-of-life equipment and fully used licences become upsell proposals.
Functional scope
- Asset recordCategory, reference, serial number, barcode, make, model, supplier, purchase and warranty dates, cost and residual value.
- Life cycleStatuses from order to retirement; the history keeps every change of status, owner and location.
- Composite assetsA parent asset groups its components, for example a laptop and its docking station.
- Import and attachmentsBulk import from a file; invoice, photo and warranty certificate attached to the record.
- BookingStart and end period, calendar, cancellation that frees the period; two bookings never overlap.
- Meter readingsHours, mileage or cycles, with the date of the reading.
- DashboardEstate in service, purchase value, warranties and contracts nearing expiry, split by status or location.
- Rights by typeRead and write access set by group, as for any item in the repository.
Integrations
- CMDB repository
- The organisation’s user directory, for owners and assignments
- Suppliers and contracts in the repository
Prerequisites
- The assets to track, to be imported or entered with you
- The shared assets to open for booking
The essentials of this page in PDF, to keep or pass on.
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