Asset Manager
      • 16 Nov 2022
      • 1 Minute to read
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      Asset Manager

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      Article summary

      Asset Manager

      Screenshot 2022-11-16 at 18.25.02.png

      Begin by selecting New Asset Holder.

      1. Enter a name to assign an asset to.
      2. Choose if they are a member of an Existing Agency or if you are creating a New Agency (only used in this Asset Manager).
      3. If you wish to bulk assign assets from this view, you can select and Save them here.
      • Create Asset Types. Create the categories the equipment or assets can be associated to by selecting Add New Asset Type.

        • Screenshot 2022-11-16 at 18.26.39.png denotes an asset is using that named Type and cannot be changed.
        • Screenshot 2022-11-16 at 18.26.59.png denotes it can be deleted.
      • To add an Asset, select New Asset in the upper (Blue) navigation bar and complete the fields.

      • To edit an Asset Holder or to bulk assign items from one user to another, select Edit Asset Holders/Assign Assets.

      • Select the name of the Asset Holder to the left of the screen and make edits to the right.

      • Enter your grants and assign assets to different grants using the grant options in the subnav.

      • Click on any asset to edit details.

      Filters can locate assets assigned to an entered individual now or by the agency they are associated with.


      What's Next