Assets

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You can access the Assets page by clicking the Assets sub-tab on the Account Details page, as shown in Figure 1.

 

accountdetails

Figure 1 Accessing the Assets Page

Assets can be used with contracts, or independently. The Assets page is shown in Figure 2.

 

Accounts_assets

Figure 2 The Assets Page

This page displays all the assets belonging to the particular account. The summary includes the following details:

Serial number under which the asset is serviced
Service contract details
Manufacturer of the asset
Model of the asset
Category of the asset
Status of the asset

Clicking action_icon displays the context menu. To modify asset information, click Modify on this menu to view the Asset Details page, as shown in Figure 2.

 

Accounts_modify_assets

Figure 3 Modify Asset Details Page

Note: Only a part of the entire screen is shown in Figure 3.

This page contains the following fields:

Add an Asset - This includes information regarding the following fields:
Vendor
Manufacturer
Serial Number
Model/version
Description
Date Listed
Location
Asset Tag
Status
Category - a category associated with the asset.
Service Contract - includes the service contract number and the contact information.
Service Model Options - includes information on methods used to respond to a problem.
Warranty Information - includes expiration date, inclusions, and exclusions.
Financial Information - includes the purchase date, from whom the purchase has been made, and the cost of the asset.
Other Information - includes any notes you want to enter.
List of Materials - includes the list of materials to be selected.

Using Assets

Assets are used in service centers for documenting and resolving problems. For example, if you run an air conditioning company, you will want to track what equipment you installed for the customer and provide service for that equipment. Assets and contracts help you in doing these tasks.

Every time you service an asset, that service is completely documented and stored in a service history with the asset. You can view the history at any time by clicking the History button in the Asset Details page.

Assets and contracts can be used to manage your own IT infrastructure by creating an account for your own company, and then building your own contracts, SLAs, and assets. You can manage it all through your own inward-focused help desk.