Add an asset

An asset is any item owned by an enterprise. For example, IT assets can include items such as servers, laptops, and monitors. This section describes how to add an asset in Web Help Desk.

Prerequisites

This is the fourth task in the process of configuring asset management. Before you start, complete the previous tasks:

• Create locations
• Create asset, status, and warranty types
• Add a manufacturer and model

Add an asset

The following steps show how to manually add an asset. You can also configure asset discovery.

1. On the toolbar, click Assets, and then click New Asset.

   

2. Complete the following fields as required.

   Click the tooltips for more information.

   

3. Click Asset Details and complete the following fields as needed.

   Click the tooltips for more information.

   

4. Click Save.
5. (Optional) Set up warranty and lease expiration notifications.

(Optional) Set up a warranty expiration notification

Perform the following steps to notify a technician when an asset warranty is about to expire. The warranty expiration date is determined based on the purchase date and the warranty type of each asset.

1. Verify that the appropriate warranty type is available.

   1. Click Setup > Assets > Types.

   2. Click the Warranty Types tab.

   3. If the correct warranty type is listed, go to step 2.

      If the correct warranty type is not listed, click New, enter the warranty name and expiration date, and then click Save.

2. Specify the purchase date and warranty type for the asset.

   1. In the toolbar, click Assets.

   2. Search for the asset.

   3. In the search results, click the asset number.

   4. Click the Edit icon to enter edit mode.

   5. Click the Asset Details tab.

   6. Click Set Purchase Date Manually.

   7. Enter the purchase date or click the calendar icon to select a date.

   8. Click the Warranty Type drop-down menu and select the warranty type.

   9. Click Save.

(Optional) Set up a lease expiration notification

Perform the following steps to notify a technician when an asset lease is about to expire. The lease length is defined by the Lease Type selected for the purchase order.

1. Verify that the appropriate Lease Type is available.

   1. Click Setup > Assets > Types.

   2. Click the Lease Types tab.

   3. If the correct lease type is listed, go to step 2.

      If the correct lease type is not listed, click New, enter the lease name and expiration date, and then click Save.

2. Create a purchase order.

   1. Click Assets.

   2. Click the Purchase Orders tab.

   3. Click New Purchase Order.

   4. In the Order Type field, click the default value and change it to Lease.

   5. Click the Lease Length drop-down menu and select the lease length.

   6. Complete the remaining options as required.

   7. Click Save.

3. Specify the purchase order for the asset.

   1. Click Assets.

   2. Click the Search Assets tab.

   3. Search for the asset.

   4. In the search results, click the asset number.

   5. Click the Edit icon to enter edit mode.

   6. Click the Asset Details tab.

   7. In the Purchase Order field, enter the purchase order number.

   8. Click Save.