Asset Types

You should be at the 'Maintenance' page. If not, select 'Maintenance' from the drop-down list at the top of the page.

Asset Types are a way of classifying Customer Assets, doing so helps you to identify which types of Asset cause more than their fair share of helpdesk problems. Scroll down until you can see the section entitled 'Asset Types'. You should see two links, 'Existing Asset Types' and 'New Asset Type'.

Click the 'Existing Asset Types' link. This will take you to the 'Asset Types Maintenance' page. At the top of the page is a 'Selection Options' box. This allows you to search for a particular Asset Type, specify the sort order of retrieved records and limit the number of records displayed per page.

We wish to retrieve all Asset Types, so leave the 'Containing' entry field empty and click the Retrieve button. You should see several records retrieved.

Each Asset Type has:

• Name - this identifies the Asset Type.
• Custom Fields - These are two Custom Fields, which you may have renamed from the Maintenance page. These are provided so that you can store information which is particular to the way you run your business.
• Edit link - If you have the appropriate privileges, this link will be displayed.
• Delete link - If you have the appropriate privileges, this link will be displayed.

Editing

Click the 'Edit' link. This will take you to the 'Edit Asset Type' page. Make any changes you wish then click the Update button.

The system will display a message confirming the update was successful or any error messages if there was a problem.

Click the Back button on your browser until you return to the 'Asset Types Maintenance' page, then click the Refresh button on your browser, or click the Retrieve button on the page, and you will see the changes you have made reflected in the retrieved records.

New

Now click the 'New Asset Type' link, this will take you to the 'New Asset Type' page, which is identical to when you were editing an Asset Type, except that all the entry fields are empty. Give your new Asset Type a name then click the Update button.

Deleting

Move back to the 'Asset Types Maintenance' page and click the Retrieve button, your new Asset Type will be included in the retrieved records. Click the Delete link. This will display the 'Update Asset Type' page with a Delete button which allows you to confirm the deletion. Click this button now and the system will display a message confirming the deletion was successful or any error messages if there was a problem.

Move back to the 'Asset Types Maintenance' page and click the Retrieve button, the Asset Type you have just deleted will not be included in the retrieved records.

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