Viewing and managing assets

Working with the register day to day: finding a device, assigning it, and linking it to the ticket about it.

Working with the register day to day: finding a device, assigning it, and linking it to the ticket about it.

Find an asset

1. Open the assets page.
2. Search by serial number, name or assigned user.
3. Filter by type, status or location.

Serial number is the search agents use most, because it is what somebody reads off the bottom of a laptop while on the phone.

Assign an asset to someone

1. Open the asset.
2. Set the assigned user.
3. Set the status to reflect what just happened.
4. Save.

Assigning and setting the status are two actions, and doing only the first is how a register drifts. A device assigned to someone but still marked in stock tells two contradictory stories.

Link it to a ticket

Where the ticket has an asset field, set it. That gives the agent the device's details in the context panel and, over time, gives you a history per device.

That history is where the value shows up: three tickets against one laptop in two months is a replacement decision rather than a third repair.

The two lists worth checking regularly

• Assets assigned to people who have left. The one that finds real equipment.
• Assets in repair for longer than they should be. Things get sent away and forgotten.

See also

• Setting up asset types, fields, locations and statuses
• Showing cards with extra information