GUIDE 01Register an asset
- Open the register-asset action.
- Enter its identifier, name and serial number if applicable.
- Complete location, department and available details.
- Add its photograph or documents and open the record.
An asset is an individually identified item; consumable supplies belong in Inventory.
GUIDE 02Assign or loan
- Find the asset and review its status.
- Choose the appropriate assignment or loan action.
- Specify responsible user, department and return date when applicable.
- Save and review the operation in its history.
Confirm who receives the asset before recording the handover.
GUIDE 03Record a return or maintenance
- Open the asset record.
- Record the appropriate return or maintenance.
- Specify date, reference and observations.
- Check that the resulting status matches what happened.
Changes remain linked to the asset’s history.
GUIDE 04Explore organizational assets
- Filter by status, location, department or responsible user.
- Check loans and overdue returns.
- Open the record for context before acting.
- Export permitted records from the list.
Retiring an asset preserves context; it does not erase all records.
Frequently asked questions about Assets
How is it different from Inventory?
Assets tracks individual items; Inventory tracks product quantities by warehouse.
Can it record who has a tool?
Yes, through assignments or loans and their responsible user.
Can I add photos?
Yes, using the asset’s photo or document actions.
How do I review overdue loans?
Check available statuses and return dates, then open the record to verify the case.
Current scope
- A digital record does not replace physical inspection or a signed receipt.
Names and actions may vary by your role and the client configuration. If an action is missing, contact your administrator.
