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Required role: Admin or Manager

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Steps

1

Go to Assets

In the left sidebar, click Assets.
2

Click Add Asset

Click the Add Asset button in the top-right corner.
3

Enter asset details

Fill in the asset information:
  • Name — a descriptive name for the asset (e.g., “Projector Room 204”)
  • Category — select the appropriate category (e.g., AV Equipment)
  • Serial number — the manufacturer’s serial number (optional but recommended)
  • Model — the make and model of the asset
  • Purchase date — when the asset was acquired
  • Purchase price — the cost of the asset
4

Assign a location

Select the building, floor, and room where the asset is physically located. See Assign Location for more detail.
5

Add custom fields (if applicable)

If your selected category has custom fields configured, fill those in now. See Categories and Custom Fields.
6

Save the asset

Click Save to create the asset record. It will now appear in your assets list.

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Next steps

Add Images and Files

Attach photos and documents to the asset.

Track with Barcode / QR

Generate a barcode or QR code for this asset.