Adding/Editing Assets

Assets are items (usually physical) which belong to a Customer, e.g. hardware, software, furnishings, fittings etc. By identifying the Asset that is involved in a Helpdesk Job, you may be able to reduce future problems.

To view the Assets for a particular Customer, select 'Customers' from the drop-down list at the top of the page. You can then choose the Customer, and click the 'Assets' link on that Customer's information, or click the 'Existing Assets' link and enter the Customer Name in the 'Selection Options' box at the top of the page.

We will assume you have reached the 'Customer Assets/Inventory Maintenance' page. To create a new Asset, click the 'New Customer Asset' link. This will take you to the 'New Customer Asset' page. Most of the information on this page is self-explanatory, so we will just look at two of the entry fields:

Asset Type

This displays a drop-down list of Asset Types, you may change the selected Asset Types if you wish. Next to this drop-down list is a '+' button, click this to add a new Asset Types to the list.

Customer

You will see either a text box for you enter a full or partial customer name or a drop down list which displays all the available values for you to select from, depending on your Personal Preferences and your Organization Structure. Just to the right of the drop-down list there may be a button which will be marked with a '+' to add a new item to the drop-down or 'Search' to select a Customer.

You may change the selected Customer if you wish, this will have the effect of moving the Asset to the new Customer.

Delete Button

This is only shown when editing an existing Asset. You can not delete any Assets which have Jobs linked to them.

Update Button

This will update the database and create any new Customer and/or Asset Types you may have added by clicking the '+' button (see above).

Make any changes you wish, then click the Update button. The ' Update Customer Asset' page will displayed, confirming that the update was successful or displaying any errors.

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