Create and edit Asset Types

Learn how to create and edit your Asset Types in Asset Tracking.

Overview

Asset Types make up what you want to keep track of in Asset Tracking. 

You can create and edit multiple Asset Types for your tracking needs:

  • Assets
  • People
  • Model Types
  • Categories
  • Manufacturers
  • Suppliers

Before you start

Here are some things you must do before you start:

Creating Asset Types

Asset Types are the things you want to keep track of in Asset Tracking.


Asset 

An Asset is what makes up your Asset Types. For example, Assets can be vehicles, uniforms, or keys.

 

> You can also create Assets in a batch using a CSV file. To learn more about creating assets using batch import, check out Creating Assets with Asset Batch Import.

 

To create an Asset:

    1. From the Home screen, select + CREATE.
      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Asset.
    3. Enter the Asset information:
  • Type
    From the Type dropdown menu, select the type of Asset you want to add.
    > To create an Asset Model Type, select the + icon.
    guarding_suite-asset_tracking-plus_icon.png
    To learn more about creating an Asset Model Type, check out Asset Model Type.
  • Name
    Enter the name of the Asset.
  • Barcode Label
    Enter a barcode label for the Asset.
  • Notes
    Enter any notes about the Asset.
  • Status
    From the Status dropdown menu, choose a status:
      • Active
      • Pending
      • Inactive
  • Serial Number
    To uniquely identify the Asset, enter a serial number.
  • Account Location
    From the Account Location dropdown menu, select a location for the Asset.
    > To create an Asset Location, select the + icon.
    guarding_suite-asset_tracking-plus_icon.png
    4. Select
    SAVE.

You can now keep track of your Asset.

 

People

A Person is a person that can check out Assets. For example, employees, residents, visitors, and vendors.

 

To create a Person:

    1. From the Home screen, select + CREATE.
      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Person.
    3. Enter the Asset information:
  • Custom ID
    Enter an identification number to recognize this asset numerically.
  • Type
    From the Type dropdown menu, select the type of Asset Person you want to add:
        • Employee
        • Resident
        • Property Manager
        • Visitor
        • Contractor
        • Vendor
        • Guard
        • Client
        • Supervisor
        • Officials
  • First Name
    Enter the first name of the Person.
  • Last Name
    Enter the last name of the Person.
  • Primary Phone
    Enter the primary phone number for the Person.
  • Secondary Phone
    Enter the secondary phone number for the Person.
  • Email
    Enter an email address for the Person.
  • Notes
    Enter any notes about the Person.
  • Related to
    In the Related to dropdown menu, select any related People. For example, choose all employees you supervise if you're a supervisor.
    > To create a Related to X, select the + icon.
    guarding_suite-asset_tracking-plus_icon.png
    4. Select
    SAVE.

 

You can now keep track of your People.

 

Model Type 

An Asset Model Type is a group that has related Assets. For example, you can have a fleet of trucks made by Toyota, then 'Truck' is the Asset Model Type.

 

To create a Model Type:

 

    1. From the Home screen, select + CREATE.

      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Model Type.
    3. Enter the Model Type information:
      • Model Name
        Enter a name for the Model Type.
      • Custom ID / UPC
        Enter a custom ID or UPC to identify the Model Type numerically.
      • Category
        In the Category dropdown menu, select an Asset Category that the Asset Model Type belongs to.
        > To create an Asset Category, select the + icon.
        guarding_suite-asset_tracking-plus_icon.png
        To learn more about creating an Asset Category, check out Asset Category.
      • Manufacturer
        In the Manufacturer dropdown menu, select an Asset Manufacturer.
        > To create an Asset Manufacturer, select the + icon.
        guarding_suite-asset_tracking-plus_icon.png
        > To learn more about creating an Asset Manufacturer, check out Asset Manufacturer.
      • Contains other assets
        Switch the Contains other assets toggle to green to confirm that this Model Type contains other assets to create a Bundle.
      • Can be checked out
        Switch the Can be checked out toggle to green to confirm that People can check out this Model Type.
      • Supplier
        In the Supplier dropdown menu, select an Asset Supplier.
        > To create an Asset Supplier, select the + icon.
        guarding_suite-asset_tracking-plus_icon.png
        > To learn more about creating an Asset Supplier, check out Asset Supplier.

        4. To customize your Asset Model Type, select Customization.
        guarding_suite-asset_tracking-customization.png

        • Fieldset
          In the Fieldset dropdown menu, select TEXT
          > To create a Fieldset, select the + icon.
          guarding_suite-asset_tracking-plus_icon.png
          Enter the name of the Fieldset and select a zone from the Zone dropdown menu. Select SAVE when you're done.
        • Icon
          In the Icon dropdown menu, select an icon shape to visually identify the Asset Model Type; there are hundreds to choose from.
        • Color
          Select a color for the icon's appearance in the Color dropdown menu

          5. Select SAVE.

 

You can now keep track of your Asset Model Types.

Category 

A Category is a category with Assets or Asset Types similar to a folder. For example, if you have different Assets (uniforms) for different People, uniforms could be the Asset Category.

 

To create an Asset Category:

 

    1. From the Home screen, select + CREATE.

      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Category.
    3. Enter the Category information:
      • Name
        Enter the name of the Category.
      • Description
        Enter a description of the Category.
      • Custom ID
        Enter a custom ID to identify the Category numerically.
      • Parent Category
        In the Parent Category dropdown menu, select a Parent Category to link your Assets to a Parent Bundle.
        > To create a Parent Category, select the + icon.
        guarding_suite-asset_tracking-plus_icon.png
      • Icon
        In the Icon dropdown menu, select an icon shape to identify the Category visually; there are hundreds to choose from.
      • Color
        Select a color for the icon's appearance in the Color dropdown menu.

        4. Select SAVE.

 

You can now use your Category.

Asset Manufacturer 

A Manufacturer is a manufacturer of your Assets or Asset Types. For example, a company called PlastiCorp makes key cards, an Asset you use; PlastiCorp is the Asset Manufacturer. 

 

To create a Manufacturer:

 

    1. From the Home screen, select + CREATE.

      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Manufacturer.
    3. Enter the Asset Manufacturer information:
  • Company Name
    Enter the Company Name of the Manufacturer.
  • Notes
    Enter any notes about the Manufacturer.
  • Website
    Enter a website URL for the Manufacturer.

    4. To add contact details, select
    Contact.

    guarding_suite-asset_tracking-contact.png

    Enter the Asset Manufacturer information:
    • Contact Name
      Enter the name of a contact at the Manufacturer.
    • Email
      Enter the email address of the Manufacturer.
    • Phone Number
      Enter the phone number of the Manufacturer. 
    • Fax Number
      Enter the fax number of the contact at the Manufacturer.

      5.
      To add address details, select Address.
      guarding_suite-asset_tracking-address.png


      Enter the Manufacturer address details:
    • Address
      Enter the first line of the address for the Manufacturer.
    • Address Line 2
      Enter the second line of the address for the Manufacturer.
    • City
      Enter the city for the Manufacturer.
    • State/Province
      Enter the name of the state or province for the Manufacturer.
    • Zip/Postal Code
      Enter the ZIP or postal code for the Manufacturer.
    • Country
      Enter the country where the Manufacturer is based.

      6.
      Select SAVE.

 

You can now use your Manufacturer.


Supplier

A Supplier is a company that supplies Assets or Asset Types. For example, a supplier named Linens Etc. provides you with uniforms; Linens Etc. is the Asset Supplier. 

 

To create a Supplier:

 

    1. From the Home screen, select + CREATE.

      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Supplier.
    3. Enter the Supplier information:
      • Company Name
        Enter the Company Name of the Asset Supplier.
      • Notes
        Enter any notes about the Asset Supplier.

Website
Enter a website URL for the Asset Supplier.

4.
To add contact details, select Contact.

guarding_suite-asset_tracking-contact.png

Enter the Asset Manufacturer information:

  • Contact Name
    Enter the name of a contact at the Asset Supplier.
  • Email
    Enter the email address of the contact at the Asset Supplier.
  • Phone Number
    Enter the phone number of the contact at the Asset Supplier. 

Fax Number
Enter the fax number of the contact at the Asset Supplier.

5.
To add address details, select Address.

guarding_suite-asset_tracking-address.png

Enter the Supplier address details:

    • Address
      Enter the first line of the address for the Supplier.
    • Address Line 2
      Enter the second line of the address for the Supplier.
    • City
      Enter the city for the Supplier.
    • State/Province
      Enter the name of the state or province for the Supplier.
    • Zip/Postal Code
      Enter the ZIP or postal code for the Supplier.
    • Country
      Enter the country where the Supplier is based.

      6.
      Select SAVE.

 

You can now use your Supplier.

 

 

 

Edit Asset Types

Details about an Asset Type might change over time. You can edit the details for each Asset Type at any time.

 

To edit your Asset Types:

 

  1. In the navigation menu, select the name of the Asset Type you want to edit.
    guarding_suite-asset_tracking-side_panel.png

  2. Select the specific name of the Asset Type you want to edit from the list.
    > If you can't find the specific Asset Type, enter its name in the search bar.
    guarding_suite-asset_tracking-search.png
  3. In the details panel, select the Pencil icon.
    guarding_suite-asset_tracking-pencil_icon.png

  4. Edit the details for the Asset Type.
    > To learn more about the details for each Asset Type, check out Create Asset Types.
  5. Select SAVE.

Your changes are now saved and applied to the Asset Type. 

 


See also

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