Working with assets

This page collects the most common tasks with assets.

Related sections

• To learn how the card, statuses, and hierarchy work, see Assets.
• For the full list of fields, see the Assets reference.
• Check-out, check-in, and transfers are covered separately in Asset transactions.

Open the asset list

In the left menu, click Assets. The list has the columns AssetID, Vendor/Model, Name, Holder, Status, and Updated. There is a search box above the list, and the Status column has a filter by lifecycle status. Assets with linked assets can be expanded with the arrow on the left.

Add an asset

1. Click Assets in the left menu.

2. Click New asset.

3. In Asset type, choose the type. It decides which fields appear on the form.

4. Fill in Name.

5. Check the AssetID. If your company uses auto-numbering, the field already holds a generated number; click the refresh button next to the field to get a new one. The AssetID must be unique — if it is taken, you’ll see “this AssetID is already in the system.”

   

6. In the Assignment section, choose the holder. The switch has two options:

   • Location — then pick the location in the Location field;
   • Employee — then pick the employee.

7. Fill in the rest of the fields that appeared for the chosen asset type. They are grouped into sections: Characteristics (vendor, model), Dates, Finances, and Purchase. For which fields a type adds, see the reference.

8. Add Notes and custom fields if needed.

9. Click Save.

Note

The Assignment section appears only when you create an asset. For an existing asset, the holder changes through operations, not through the edit form — see Asset transactions.

Vendor and model

If the asset type has Vendor and Model fields, they suggest values as you type: start typing a name and UNIO24 offers values entered before. If the vendor or model isn’t in the list, just type the name — the record is created automatically when you save the asset.

Edit an asset

1. Open Assets and click an asset to open its card.
2. In the card header, click the pencil button (Edit an asset).
3. Make your changes. The fields match the asset type.
4. Click Save.

If you change the asset type on the form, fields the new type doesn’t use are cleared, and the fields and custom fields of the new type appear.

Write off and delete an asset

At the end of its life, an asset is written off and, if needed, deleted. These are two separate operations.

Writing off moves the asset to a write-off location through a regular check-in or transfer. The asset’s lifecycle status becomes Pending Disposal and its card no longer offers operations, but the asset and its history are kept.

Deleting is possible only for assets already in a write-off location: in that location’s asset list, a trash can icon appears next to the asset. Deletion can’t be undone — the asset’s history, transfers, and service records are deleted with it.

Both operations are described step by step in How to perform asset transactions.

Link parent and child assets

Links are created from the parent asset.

1. Open the card of the asset that will be the parent.

2. Go to the Links tab.

3. Click Add linked asset.

4. In the window that opens, find the assets with the search box and select their checkboxes.

5. Click Confirm.

   

6. If the selected assets are somewhere else, UNIO24 shows the Assets will be moved window with a list of them. Click Confirm to move them to the parent’s holder.

To remove a link, click the trash can icon in the linked asset’s row on the Links tab and confirm.

Note

Nesting depth is limited. If an asset is already at the deepest level, the add button isn’t shown and you’ll see the message “Maximum nesting depth reached. This asset cannot have subordinates.”

View the change history

1. Open the asset card.
2. In the header, click the clock button (History of changes).
3. A list of edits opens: who made the change, when, and which fields changed.

The change history shows edits to the card’s fields. Operations on the asset (check-out, transfer, service) are on the separate Activity tab.

Useful links

• Assets — how the card, statuses, and hierarchy work
• Assets reference — the full list of fields
• Asset transactions — check-out, check-in, and transfers