# Asset Categories/Sub-Categories See it in action! {% embed url="" %} Defining the asset category and sub-category is the first step in adding the asset. Categories can also be called Parent categories. It is recommended that an asset category be added before an asset. The process of adding a category and a sub-category is the same. Hovering the mouse over the category:
Label Action
(+) To add a sub-category.
Edit Click to make changes to the category.
Delete Click to delete the category.
**Before adding an asset category/sub-category** The ‘Add Category’ field tab is where you can define or configure asset properties. Asset properties may include basic details like make, model, size, dimensions, etc., and critical information like EOL, EOS, end of support, etc. Some properties are mandatory for all asset categories. \ The properties within Infraon are categorized into sections. Some sections are optional, whereas some are mandatory. The optional sections are available for selection based on the type or category of assets. ## How does it work? The sections are listed below the title ‘Available Section’. Once selected, they are added to the ‘Selected Section’ part and are available for defining permissions and field-level customizations. Please note that selecting fields makes them mandatory for the selected asset category. Field selection is also possible for mandatory sections. In addition, Infraon allows you to create [custom fields](https://docs.infraon.io/infraon-help/infinity-user-guide/asset/asset-categories-sub-categories/custom-field) and select unique identifiers. ### Mandatory Asset Properties Few asset properties are mandatory across all asset categories. The mandatory properties and the fields are as follows: | **Label** | **Fields** | | ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Common Properties | Status, Criticality, Service Status, Operational Status, Business Function, Description, Installation Date, Usage Type, State Change, Reason, Retire Reason, Vendor, Uninstall Date | | Procurement Properties | Warranty In Year & Month, Warranty Expiry Date, Expiry Date, Purchase Vendor, AMC Vendor, AMC Cost, AMC Expiry Date, Lease End Date, Disposal Date, Reason, End Of Life, End Of Sale, End Of Support, End Of Extended Support, Last Renewal Cost, Next Support Renewal Cost, Effective Date, Effective Cost, Estimated Cost, Book Value, Tax Credit, | | Cost Properties | Invoice No., Part No., Cost, Purchase Date, Depreciation Type, Salvage Value, Currency | | Location Properties | Location Hierarchy, Country, State, City, Pin Code, Landmark, Flat House No Building Company, Area Colony Street Sector Village, Zone, Region, Division, Location Code, Latitude, Longitude | | Assignment | Department, Managed By Tag, Managed By, Used By | | Software Properties | Publisher, Version, Software Type, Software Category, Platform, Size, Note | The asset properties below are optional and available for selection. | **Label** | **Examples** | | ------------------- | ----------------------------------------------------------------------------------------------------------------------------- | | Hardware Properties | Serial Number, Hostname, Alias, Make, Model, UUID, Manufacturer, Domain, IP Address, Series, Tag No, QR Code, Barcode | | OS Properties | OS Name, OS Version, OS Service Pack, OS Install Date, OS Installed By, Build Number, Product ID, Product Key, Virtual Memory | | CPU Properties | CPU speed, Logical Processors, CPU Stepping, CPU Cores Count | | BIOS Properties | Manufacturer, BIOS Version, Install Date | | Disk Properties | Drive Name, Drive Type, Drive Capacity, Drive Filetype, Drive Serial Number | | Monitor Properties | Monitor Type, Refresh Rate, Monitor Serial Number, Resolution | | Keyboard Properties | Keyboard Type, Keyboard Serial Number | | Mouse Properties | Mouse Serial Number, Number of Buttons | Additional customizations are enabled within the 'Selected Sections.' You can define role-based view and edit permissions. These can be defined at the property level as well as the field level. You can enable or disable a specific field and make it mandatory using the relevant action icons. #### Unique Fields Unique fields are unique identifiers for assets. Use the unique field drop-down to select as per requirement. #### Create a Custom Field In addition to the default asset property fields, Infraon allows you to add custom fields. \ Check the ‘[Add Custom Field](https://docs.infraon.io/infraon-help/infinity-user-guide/asset/asset-categories-sub-categories/custom-field)’ section below for more information. **Add pound currency in the asset management from UI symbols verification** Expanded Currency Options! Now offering 163 currencies, with INR as the default. Detailed asset currency view, cost estimates, and currency display in asset life cycle and depreciation graphs. ## Instructions to add the Asset Category Select Assets -> Asset Type (IT Asset or Fixed Asset, etc.) from the left menu panel to view the asset grid page. The category panel is displayed on the left, and the assets are listed in a card view on the right. * Click on the + icon in the category panel. * The 'Add asset category' window appears. * Choose whether you are adding the category or the sub-category using the option button. There are two tabs to add a category/sub-category. **Basic Details | Fields**
LabelActionDescription/Example
Category NameAdd the asset category name. Define the asset category name you want to categorize for asset management. For example, the IT asset defines the category as laptop, desktop, etc.
Associate Item TypesUse the dropdown menu to associate asset items to this category.For example, items like routers and firewalls can be categorized under 'Network'.
**Other Details | Fields**
LabelActionDescription
Mark as CISelect the toggle button to mark it as CICIs (Configuration Items) enable better tracking, management, and understanding of the asset's relationships and dependencies with other CIs.
Notify End Users on Asset Allocation (End Users can Accept/Deny assets)Select the toggle button to enable the functionalityEnabling the toggle button will trigger a notification for the end user to accept/deny the allocation of the asset.
Send bulk allocation email / Send bulk deallocation emailSelect the toggle button and correspondingly add the trigger notification timer.

Unified notification system for handling large-scale allocations/ deallocations across various asset categories.

The allocation/ deallocation email process begins when an asset is assigned to a user for the first time. A single email containing all allocated asset information from that specific period will be sent to the De-allocation or vice versa.

Notify End Users on Asset De-allocationSelect the toggle button to enable the functionalityEnabling the toggle button will trigger a notification for the end user to accept/deny the deallocation of the asset.
Notify Owner on Warranty and AMC expirySelect the toggle button and correspondingly add the trigger notification timer.Turn on the toggle and set the alert date. This will automatically notify asset owners when their warranties and AMCs are about to expire.
Notify owner on discovery of blacklisted ApplicationSelect the toggle button to enable the functionalityThe owner of the IT asset will be notified via email upon discovery of a blacklisted application.
Notify Owner on Hardware ChangesClick to turn on/off the toggle button

When enabled, the system notifies the asset owner whenever there are hardware changes detected in the asset.

In addition, administrators can configure notifications to also include a requester along with the owner. Filter allows you to specify which hardware components should trigger notifications (e.g., CPU, memory).

Note: USB component changes are excluded by default, preventing unnecessary alerts for minor modifications.

Example: If memory is upgraded in a server, both the owner and the selected requester will receive a notification. However, if only a USB device is added/removed, no notification will be sent.

Notify Owner on Software ChangeSelect the toggle button to enable the functionality and choose users to notifyWhen enabled, the system notifies the asset owner (and selected users) via email whenever software is installed or uninstalled on the asset.

Notification content is based on the configured Software Changes template.
Notify on Inactive Inventory AgentSelect the toggle button to enable the functionality, set the inactivity duration (in days), and choose users to notifyWhen enabled, the system sends an email notification to the selected users if the asset’s inventory agent remains inactive for the specified number of days.
After this step, click ‘Next’ to define fields for the selected asset category. To add a sub-category within the selected category, proceed as below: | Sub-Category | Click on the sub-category. | Select this option to define an asset sub-category. A sub-category can be defined for an existing category too. | | --------------- | --------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------- | | Parent Category | Select the parent category name using the drop-down menu. | Define the parent category of your asset sub-category. | Click 'Next' to define 'Fields' for the sub-category. **Basic Details** | Fields The mandatory sections are added by default. There are multiple levels of customization available here. Level 1: From the list of mandatory fields, select fields to make them mandatory. Level 2: Scroll down to select additional sections to add them to the selected section. Level 3: Select fields from the additional sections to make them mandatory. Level 4: Define role-based privileges, enable/disable fields or make them mandatory. Level 5: Create a [custom field](https://docs.infraon.io/infraon-help/infinity-user-guide/asset/asset-categories-sub-categories/custom-field) to suit your specific needs. Level 6: Select fields from the list of unique identifiers to add them. Once the customization is complete, click ‘Submit’ to save. The ‘Add Item’ section provides details and instructions on adding an asset.