#7 - Set up the Asset Module

Implementation Tasks

Before your employees can use the Asset module the following needs to be configured:

• Set up the Asset Types, for example Life Safety Equipment, HVAC equipment, A/V equipment, desktop computers, copiers, and printers. Learn more in  Add, Edit, or Delete Asset Types.
• Set up the Audit Profiles, which determines what information is displayed for devices. Learn more in Add, Edit, or Delete Audit Profiles.
• Set up Vendors so that they can be selected when you set up the Agreements for specific assets. Learn more in  Add, Edit, or Delete Vendors.
• Set up the Asset Models and these identify the model number, for example Apple’s MacBook Air has the M1 chip model and the M2 chip model. Learn more in Add, Edit, Delete Asset Models and remember you need to set up the Asset Types and Vendors before you can set up the Asset Models.
• Set up the miscellaneous volumes categories. Learn more in  Add, Edit, or Delete Volume Categories.
• When working with different types of assets sometimes you may find that you need to track more data than there are asset fields. To help, there are 20 custom fields. Learn more in  Edit or Delete Asset Fields.
• The initial asset agreements or contracts need to be set up and then later any new agreements and contracts can be added.  Learn more in Add, Edit, or Delete Asset Agreements.

When the Asset module is configured then the Asset Data can be loaded.

Preferences

We recommend you review and set up the preferences for your organization:

• Monthly Labor Cost Tracking - turn on monthly labor costs tracking.
• Meter Read Collection by Contact Types - allow contact person to collect meter read for assets assigned to them.

Learn more in Edit Asset Preferences.

Quick Start

Now, the Asset module is ready next you can learn about how to use it.

Next Onboarding Step

• Head over to #8 - Set up the Service Request Module