You need permission to create assets. By default, members and requesters can’t create assets.
Steps
1
Open Assets
In the sidebar, under Resources, click Assets.
2
Click Add Asset
Click Add Asset at the top of the page. The Create New Asset dialog opens.
3
Enter basic information
Under Basic Information, enter the Asset Name, for example “Air Conditioning Unit A1”. This is the only required field. You can also add a Description and SKU.
4
Choose a parent asset (optional)
Under Asset Hierarchy, select a Parent Asset to group this asset under another one. Leave it empty for a top-level asset. See Manage asset hierarchy.
5
Assign a location (optional)
Under Location, select an Assigned Location. See Assign a location.
6
Classify the asset
Under Classification, select a Category, Status, and Condition. Status defaults to Operational. To add a category, click Manage next to Category. See Asset categories.
7
Make it bookable (optional)
Under Booking, turn on Available for Booking to let people reserve the asset. You can then enter a Capacity, such as seats or passengers, and Booking Notes that people see when they book.
8
Add manufacturer and financial details (optional)
Under Manufacturer Details, enter the Manufacturer, Model, and Serial Number. Under Financial Information, enter the Purchase Date, Purchase Price, Warranty Expires date, and Estimated Value.
9
Add images (optional)
Under Images, upload photos or enter an Image URL. See Add images.
10
Save
Click Create Asset. The asset appears in the Assets list.
Edit an asset
Open the asset and click Edit in the actions menu, or click Edit in the asset’s row menu on the Assets page. Make your changes, then click Update Asset.Next steps
Asset QR codes
Print a QR code to stick on the asset.
Reserve an asset
Book an asset that’s available for booking.