Defining an asset
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Prerequisites
- Previously configured asset type.
- Previously created team, if a team is not inherited from the asset type.
- Access to the Management > Asset definition (AS016) menu.
Introduction
The asset definition menu is meant for registering assets, which are considered as an organization's property (machines, equipment, and vehicles).
In the system, an asset can be created from scratch or by means of a previously configured template to facilitate the creation of records that have similar information.
In the record, it is possible to enter a quantity for the same asset, which dispenses with the need to have a record for every identical asset.
This feature is different for computers, as each one needs a detailed record. In this case, it is possible to import computers belonging to the organization and update them regularly, with details such as installed software, for example.
In this article, we will define an asset from scratch, illustrating a micrometer record.
Defining an asset
Watch the video below to learn how to define an asset quickly:
- Click here to learn how to revise an asset.
- Click here to learn how to create the possible conditions of an asset.
- Click here to create a location for an asset.
- Click here to register the costs generated by an asset, which must be associated in its Costs section.
- Click here to create an asset relationship type and learn how to use it to configure the CMDB of an asset.
- Click here to learn how to create an asset template.
- Click here to learn how to register a manufacturer and be able to associate it with the asset.
Conclusion
With the asset defined to meet the organization's needs, it can now be reserved for usage. To learn how to make a reservation successfully, start by the Configuring an asset reservation step of the asset reservation flow.
In addition to the reservation, the control of verification, calibration, and maintenance plans, created through integration with SoftExpert Maintenance, is guaranteed! Simply refer to the Plans section and the History tab to track any new plan.