Adding an Asset Manually

This guide explains how to add an asset to a created asset category. There are three methods: manually, using a CSV file, or through Discovery (only applicable to IT assets).

This tutorial will focus on manually adding an asset.

Step 1: Click on the add item at the top right corner of the page and select the single asset option.

Filling Out Asset Information

Step 2: On the Define Asset page, fill out the details in the respective call-out boxes, starting with the product image for the asset. (Formats: png, jpeg, jpg | Max size: 20 MB | Aspect ratio: 4 / 4)

Step 3: Drag and drop the asset image or select the file to upload.

Step 4: After uploading the product image, click on the asset name input field and enter the name, for example, "Samsung S21."

Step 5: The dropdown menu maps the asset to a parent or child category. For this example, select "Android" as the sub-category.

Assigning Asset Management and Usage

Step 6: In the "Managed by" field, designate the owner or the person managing the asset, potentially a technician. Users can make multiple selections based on the usage of the assets.

Step 7: The "Used by" field indicates the person using the asset, also known as the requester. Based on the usage of the assets, users can make multiple selections.

Assigning Asset Tag and Location

Step 8: In the 'Managed By' call-out box, select a tag from the drop-down list to specify the team that will manage the asset.

Step 9: Assign an asset tag to the specific type of asset by selecting it from the dropdown.

Step 10: Specify the location where the asset is situated.

NOTE: Fields denoted by an asterisk (*) are mandatory for completion. All other fields are optional.

STEP 11: After filling in the data, proceed to the next step to view the asset properties.

Filling Out Asset Properties

STEP 1: The Asset Properties section contains categories such as common properties, cost properties, procurement properties, assignment properties, and CPU properties. Each property has input fields where data can be entered.

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NOTE: To view only mandatory fields, click on the show-only mandatory toggle.

Finalizing Asset Creation

Step 2: After adding the mandatory data, submit the form to finalize the creation of the asset.

Step 3: After submission, the respective asset will be generated with a unique ID, facilitating its identification.