Assets reference

The actual list of fields, tabs, and conditions in the Assets module. For step-by-step actions, see Working with assets. For how everything is organized, see Assets: how it works.

Card fields

Every asset has the base fields regardless of its type.

Field	Required	Description
Asset type	yes	Determines the set of remaining fields
Name	no	Asset name
Inventory number	yes	Unique number; may be filled in automatically
Assign	yes (on creation)	Owner: Location or Employee
Notes	no	Free-form text

When creating an asset, the owner is selected in the Assign block; when editing, this block is absent.

Fields by asset type

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

Field	Section
Serial number / IMEI	General
Vendor	Characteristics
Model	Characteristics
Commissioning date	Dates
Date of completion of operation	Dates
Date of purchase	Dates
Warranty up to	Dates
Price for 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 sheet, etc.)	Purchase

The serial number is checked for uniqueness: on a duplicate, the system shows “this serial number already exists in the system.” Besides these fields, you can attach custom fields to an asset type — they appear as a separate form section and on the card.

Card tabs

Tab	Contents
Details	Type, inventory number, statuses, condition, asset type fields, custom fields, current owner, and the latest activity
Service	Records of sending to and returning from service, repairs
Links	Parent and child assets
Activity	Operations on the asset
Attachments	Files attached to the asset (see Files and photos)
Audit	The asset’s participation in audits; 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.

On the Audit tab, each record shows: “Audit name,” “Date of audit,” “Checked by,” “Planned quantity,” and “Actual quantity.”

Asset list columns

Column	Contents
Inv. number	Inventory number
Vendor / model	Asset type, vendor, and model
Name	Asset name
Owner	Employee, location, or service center
Status	Lifecycle status (badge)
Updated	Date of last change

The list has search and a filter by lifecycle status. Assets with children can be expanded.

Conditions

The lifecycle, operational statuses, and conditions are configured by the administrator. The default values are in Asset statuses and conditions. Default conditions: New · Good · Satisfactory · Poor · Damaged · Non-functional.

Action menu

The Action button in the card header opens a menu. The set of items depends on the asset’s current owner and lifecycle status.

Item	When available
Check Out	Asset is not with an employee
CheckIn/CheckOut	Asset is not with an employee
Check In	Asset is with an employee
Send to service	Asset is not in maintenance
Return from service	Asset is in maintenance

For an asset with the “Pending Disposal” status, the action menu is empty. If the licenses module is enabled, the menu also has a license assignment item. The operations themselves are described in Asset operations.

Card header buttons

Button	Action
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 assigned through the user’s role.

Permission	What it allows
assets.view	Viewing the asset list and cards
assets.create	Creating assets and importing
assets.edit	Editing assets and exporting
assets.delete	Deleting assets

The Audit tab additionally depends on the permission to view audits (audits.view).