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Assets are the physical items your organization tracks, such as equipment, vehicles, furniture, and IT devices. Each asset has a record with its category, status, location, parent asset, images, and work order history. To open assets, in the sidebar, under Resources, click Assets.
You need read access to assets to open the Assets page. Creating, editing, archiving, and deleting assets each need their own permission. By default, members and requesters can view assets but not change them.

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Key concepts

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Asset statuses

The Assets list hides archived and pending archive assets unless you filter by those statuses.

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Asset conditions

You can also record a Condition for each asset: Excellent, Good, Fair, or Poor.

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Find assets

On the Assets page, you can:
  • Search by name, serial number, or description.
  • Filter by Status, Category, Hierarchy, Location, and Age (based on the purchase date).
  • Expand a parent asset row to see its child assets.
  • Click an asset to open its details in a side panel. Click the arrow icon in the panel to open the full page.

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Asset details

The asset page has these tabs: From the asset page, you can also click Create Work Order, or Create Booking for a bookable asset. Edit, Delete, Generate QR, and Archive are in the actions menu.

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Archive an asset

Archiving hides an asset from active lists, work orders, and bookings without deleting it.
1

Open the asset actions

On the Assets page, open the row menu for the asset. Or open the asset and use the actions menu.
2

Archive

Click Archive, then click Archive again to confirm.
If your organization turned on Require approval to archive in asset settings, the asset moves to Pending Archive. An Asset Archival request goes to Approvals. If the request is approved, the asset is archived. If it’s rejected, the asset returns to its previous status. To restore an archived or pending archive asset, click Unarchive. The asset returns to Operational, and any pending archival request is canceled.

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Delete an asset

Click Delete in the row menu or the asset’s actions menu. The confirmation dialog shows what the deletion affects:
  • Child assets are deleted too.
  • Linked work orders stay, but their asset link is cleared.
  • Linked bookings stay.
Deleting an asset can’t be undone. Archive the asset instead if you might need it again.

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Bulk actions

Select assets in the list to show the bulk action bar. You can:
  • QR Codes: Print or download QR codes for the selected assets.
  • Set as Bookable: Make the selected assets bookable.
  • Assign Location: Move the selected assets to one location.
  • Assign Category: Put the selected assets in one category.
  • Delete Selected: Delete the selected assets.

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Import and export assets

Click Settings at the top of the Assets page, then click:
  • Import Assets to upload a CSV or Excel file. Click Download Template in the dialog for the correct format.
  • Export Assets to download the current filtered list as CSV or Excel.

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How-to guides

Add an asset

Create a new asset record.

Manage asset hierarchy

Group assets under a parent asset.

Assign a location

Link assets to a location.

Add images

Upload photos or link an image.

Asset QR codes

Print QR codes for reporting issues and looking up assets.

Asset categories

Create and manage categories.