Manually add assets

You can manually add assets to the Web Help Desk, if desired. To automate your asset reservations, you can define the tech permissions to allow techs to manage their own asset reservations.

When you create a new asset, you will be prompted to select an asset type. See Create asset, status, and warranty types to create the asset types for your deployment. All assets are organized under the user defined asset types at Setup > Assets > Types.

You may need to define the asset custom fields to complete this section. All assets are organized under the user defined asset types at Setup > Assets > Types in the Asset Setup Types tab.

For details about import options and discovery tools, see Discover assets.

1. Click Assets > Search Assets.

2. In the Search Assets lower window, click New Asset.

3. In the Asset No. field, enter a unique numerical identifier for the asset.

   To use auto-incremented identifiers, navigate to Setup > Asset > Options and select Auto-Increment Asset No.

4. From the Asset Type drop-down menu, select the type of asset you want to add.

   Asset types act as categories for the asset custom fields. Use this field to set any asset types created in Web Help Desk (if desired). Selecting a specific asset type will modify the Model drop-down menu to include only items from that asset type.

5. From the Location drop-down menu, select the designated asset location (if required).

6. From the Room drop-down menu, select the room where the asset is located (if required).

7. From the Department drop-down menu, select the department that hosts the asset (if required).

8. In the Client Lookup section, enter a last or first name of the client you want to assign to the asset. Click on the hyperlinked name or names to assign the client to the asset.

9. From the Status drop-down menu, select the status type for this asset.

   You can create new status types at Setup > Assets > Types in the Asset Status Types tab.

10. Select the Synchronization Disabled checkbox if you want to disable asset synchronization.

11. Select the Service Contract checkbox if the asset is covered under a service contract.

12. Select the Reservable checkbox if this asset can be reserved or checked out.

13. Click the Asset Details tab.

14. Enter the asset serial number and version.

15. In the IP Address, Network Name, and MAC Address fields, enter the network information for the asset.

16. In the Purchase Order field, enter the asset purchase order number (if required).

17. From the Warranty Type drop-down menu, select the warranty type for this asset.

18. In the Audit Date field, if you completed a physical inventory or audit of your company assets, enter the date when this asset was audited.

19. In the Attachments area, click Add File to attach a document to this asset file.

20. In the Notes field, add any notes that apply to this asset. Select the Visible To Clients checkbox to allow the notes to be displayed in the client interface.

21. Click Save.