Assets reference

The actual list of fields, tabs, and conditions in the Assets module.

Card fields

Every asset has these basic fields, whatever its type.

Field	Required	Description
Asset type	yes	Determines which other fields are shown
Name	no	The asset’s name
AssetID	yes	A unique number; can be filled in automatically
Assignment	yes (on create)	The holder: Location or Employee
Notes	no	Free text

The Assignment section, where you choose the holder, appears only when you create an asset; the edit form doesn’t have it.

Fields by asset type

These fields appear on the form and the card only if they are turned on in the field display settings of the asset type (see Asset types). They are grouped into form sections: Characteristics, Dates, Finances, and Purchase.

Field	Section
Serial number/IMEI	General
Vendor	Characteristics
Model	Characteristics
Date of commissioning	Dates
Completion date	Dates
Date of purchase	Dates
Warranty up to	Dates
Price per 1 unit of the asset	Finances
Residual value of 1 unit of the asset	Finances
Number of units	Finances
Seller	Purchase
Purchase information (invoice number, warranty, etc.)	Purchase

The serial number must be unique: if it’s taken, you’ll see “this serial number is already in the system.” Besides these fields, you can attach custom fields to an asset type — they appear as a separate section of the form and on the card.

Card tabs

Tab	Contents
Details	Type, AssetID, statuses, condition, asset type fields, custom fields, current holder, and the latest activity
Service	Records of sending for service and returning, repairs
Links	The parent asset and linked assets
Activity	Operations on the asset
Documents	Files attached to the asset, in the Attachments view (see Files and photos)
Audit	Audits the asset took part in; visible with permission to view audits
Licenses	Related licenses; visible when the Licenses module is enabled

The asset page also shows the asset’s photo gallery.

For each record, the Audit tab shows Audit name, Date of audit, Checked by, Planned quantity, and Actual quantity.

Asset list columns

Column	Contents
AssetID	The asset’s ID
Vendor/Model	Asset type, vendor, and model
Name	The asset’s name
Holder	Employee, location, or service center
Status	Lifecycle status (badge)
Updated	Date of the last change

The list has a search box and a lifecycle status filter. Assets with linked assets can be expanded.

Conditions

Administrators set up the lifecycle statuses, operational statuses, and conditions. For the defaults, see Asset statuses and conditions. Default conditions: New · Good · Satisfactory · Poor · Damaged · Non-functional.

The Action button in the card header opens a menu. Which items it shows depends on the asset’s current holder and lifecycle status.

Item	When available
Check Out	The asset isn’t with an employee
Transfer	The asset isn’t with an employee
Check In	The asset is with an employee
Send to service	The asset isn’t in maintenance
Return from service	The asset is in maintenance
Write off	The asset isn’t in maintenance

An asset in Pending Disposal has an empty Action menu. If the Licenses module is enabled, the menu also has Assign License. The operations themselves are described in Asset transactions.

Card header buttons

Button	What it does
History of changes (clock)	Shows edits to the asset’s fields
Edit an asset (pencil)	Opens the edit form; visible with the `assets.edit` permission
Action	Opens the operations menu; visible with the `transfers.create` permission

Access permissions

Asset permissions follow the assets.* pattern and are granted through the user’s role.

Permission	What it allows
`assets.view`	View the asset list and cards
`assets.create`	Create assets and import them
`assets.edit`	Edit assets and export them
`assets.delete`	Delete assets

The Audit tab also requires permission to view audits (audits.view).

Useful links

Working with assets — step-by-step tasks
Assets — how it all fits together