Configuring asset settings
Add custom fields, define the asset tag format and manage custom asset models and locations.
You can define custom asset fields in addition to the standard fields. This is useful for recording additional information about assets, such as the tax paid, the device's operating system, or whether data stored on the device is encrypted.
To create a custom asset field:
- 2.Select Asset fields. The Asset fields page is displayed. The system fields are listed, together with any existing custom fields.
- 3.At the top of the page click New. The New asset field dialog is displayed.
- 4.In the Name box, enter the label to display on the assets list and asset details page.
- 5.To display a tooltip next to the field label when editing the asset, enter the content in the Help text box.
- 6.Specify the type of field you want to create. You can use "Option" to offer alternate options or to create a multi-select list.
- 7.When you have finished, click Save or Save & New to save and create another field.
The field is added to all existing assets as well as newly created assets. To change the order in which custom fields are displayed on the asset details page, click and drag the rows.
To populate the custom field, view each asset and click Edit details.
Each asset that you add to Trelica must have an asset tag. This is usually the unique identifier that your organization uses to track all assets (as opposed to the serial number, which is set by the manufacturer). You can use the asset tag to search for a particular asset in Trelica.
To ensure that asset tags are entered correctly and to assist with creating multiple assets in bulk, you can define the asset tag format and starting number:
- 2.Click Asset tag to expand the section.
- 3.If required, enter a prefix for your asset tags; the prefix can contain letters, numbers and special characters and is the same for every asset.
- 4.If required, set the starting number. When you create a new asset, the asset tag will default to the next number in the sequence.
- 5.From the Length dropdown list, select the number of digits in the unique portion of the asset tag (i.e. excluding the prefix). An example of the tag format is displayed below for confirmation.
The asset tag format is used to generate tags for new assets. You can overwrite the tag when you create or edit an individual asset. Changing the default asset tag format does not affect existing assets.
Defining the asset tag format from the Assets Settings.
When you add an asset to Trelica, you are prompted to choose the relevant model (such as a particular model of laptop or monitor) from our library of existing assets. When you select an asset from the list, the asset type, manufacturer and image are pre-populated for you. If your asset model is not listed, you can define a new asset model. The model is added as a custom asset model.
To view and edit your custom asset models:
- 2.Select Asset models. The Asset models page is displayed. By default, the asset models in use in your system are listed. This includes any system models that have been selected from the Trelica library.
- 3.Click the context menu next to the asset model that you want to view and select Edit. The Edit asset model dialog is displayed.
- 4.For custom models, edit the details and image as required and then click Save. The model details are updated and the changes are applied to existing asset records.
You can also view the details of system models from this page, but you cannot make changes.
You can record a location for an asset when you set the asset status. If a location is not listed, you can specify a new location. When you specify a new location, it is added to the Locations list in the Assets Settings.
To manage custom asset locations:
- 2.Select Locations. The Locations page is displayed and any existing locations are listed.
- 3.At the top of the page click New. The New location dialog is displayed.
- 4.Enter the location name and any other details as required.
- 5.Click Save. The location is added to the list and can be selected when you deploy an asset or otherwise change its status.
To edit an existing location, click the context menu next to the location and select Edit.