Asset Types
- administrator
- Asset Management
- unique identifiers
- resource booking
- asset tag
- asset group
- privacy level
Configuration > Asset Management > Asset Types
Related Guides:
Asset Types Main Page
There is a button on the asset types main page to XLS import your asset types. Beside the "Choose File" button of the imports page, you will find the download samples link, in which there is a asset types xls template this is Recommended to use when importing asset types or when importing anything else into Halo.
Assets and asset types can also be imported via buttons at the bottom of the Asset management general settings page.
Top Bar
| Action | Type | Description |
| Change Icon | Button | Change the icon image of the Asset Type. |
| Clone | Button | Create a cloned Asset Type with a different name from the current Asset Type. |
| Delete | Button | Deletes the asset type. |
Details
| Field | Type | Description |
| Name | Free Text | This will be the name of the Asset Type as it is seen elsewhere throughout the system. This field is limited to 100 characters. |
| Asset Group | Single Select | This will be the Group which Assets of this type will be grouped underneath. This will dictate a few defaults, and can be used to better organise your Assets. |
| Default sequence | Integer | This will be the sequence used to order this asset type when shown in lists. This will only be used to order asset types against contracts unless "Asset type tree ordering" is set to "Order values by Sequence". |
| Asset Tag Prefix | Free Text | This, if populated, will add the entered text to the beginning of any Assets serialised as this type. For example, something like "LAP" may be added to the codes of laptop type. |
| Allow Users to see Assets of this type | Checkbox | When checked, Users will be able to see Assets of this type via the Self Service Portal, unless they are otherwise restricted to do so. |
| Allow all Agents to view this Asset Type | Checkbox | This allows all Agents to see this Asset Type and its group in lists, without granting access control that inherits to the Assets. An Agent must be granted access control directly to the Assets to view them. |
| Notes | Free Text | Notes added here can be used to identify or further describe this Asset Type for Agents or Users that are unfamiliar with them. |
| Stock Serialization Matching Field | Single Select | The field selected here will be used as a Unique Identifier for Assets of this Type. Any updates coming in for Assets will look to match this field onto existing Assets, and in cases where there is no match found, a new Asset will be generated. |
| Default Product for new Assets | Single Select | Here, you can select the default product that is associated with assets created of this type. When new assets are created of this type either manually or via an integration (so are not linked to an item/product) this is the item that will be associated with that asset. The associated product will appear under the stock information against the asset. Assets will need to be linked to a product to be able to be consigned to this product on sales orders. |
| Default Column Profile | Single Select | The selections here will be available from any Asset Column Profiles that have been configured. The choice made will be the default profile seen when viewing this Asset Type. Options are limited. |
| Asset privacy level | Single Select | The selection made here will distinguish whether this Asset Type is used by individuals or groups of people. |
| Priority | Single Select | The priority level chosen here will be assigned to any Tickets once they are logged with this Asset associated to them. |
| Default template for new Assets or when an Asset is changed to this type | Single Select | The asset template set here will be automatically applied when assets are created with or changed to this type. |
| Allow Assets of this type to have meters | Checkbox | When enabled, assets of this type will be able to have meter readings stored against them for tracking and billing purposes. The asset can then be associated with a recurring invoice line to have the line price calculated based on these meters. |
| Is Service | Checkbox | Sets the Asset Type as a Service, and automatically sets "Is Business Application" to "No". |
| Is Business Application | Checkbox | Sets the Asset Type as a Business Application, and automatically sets "Is Service" to "No". |
| Is Business Application Instance | Checkbox | Sets the Asset Type as a Business Application Instance, so it can be linked to Business Applications. |
| Is Portfolio | Checkbox | Sets the Asset Type as a Portfolio, so it can be added to the "Owning Portfolio" Field to group Business Services. |
| Service Category | Single Select | ("Is Business Application" enabled) Sets the Service Category the linked Service is under. |
| Related Service Catalogue | Multi Select | The services chosen here will be tied to assets of this type by default, meaning that any new asset of this type will have this service related to it. |
| Owning Service | Single Select | Shows the relationship between Assets on the Asset dependency diagram. |
| Integrations to allow User matching | Multi Select | Only available when the Virima and/or the Halo Asset Discovery integration(s) is enabled. This allows you to enable user matching when assets of this type are imported/updated via a sync from one of these integrations. For this to work the setting "Allow User matching" must be disabled for the integration (within the integration setup module in Halo), then you can choose which asset types user matching is enabled for using this setting. Only asset types that have the integration selected in this setting will be matched to users following a sync from the integration. For more information see the dedicated integration setup guide (for Halo Asset Discovery/Virima). |
| Automatically create a primary instance | Single Select | ("Is Business Application" enabled) The "Business Application Instance" Asset Type set here will be automatically created when a "Business Application" is. |
Field List
Fields added to this list will be available on assets of this type. Three of these can be marked as Key Fields, which will be displayed in lists of these Assets. Their visibility can also be configured here.
Layout
| Field | Type | Description |
| Tab Layout | Single Select | Here, a choice can be made between using a default Tab Layout for this Asset Type, or a custom one. The custom one can be configured once selected, certain tabs can be hidden from view. Custom Tabs of entity: Asset will show in this list of tabs, allowing you to decide the order of the tabs and the visibility of tabs. |
| System field visibility | Single Select | These fields will be used to determine who can view certain fields against this Asset Type. Their requirements can also be set here. Below is the visibility of the other fields such as technical owner, priority, dependencies, etc... |
| Business Owner | Single Select | Here you can set the system field visibility for the Business owner field. |
Technical Owner | Single Select | Here you can set the system field visibility for the Technical owner field. |
Service Level Agreement | Single Select | Here you can set the system field visibility for the Service Level Agreement field. |
| Priority | Single Select | Here you can set the system field visibility for the Priority field. |
| Status | Single Select | Here you can set the system field visibility for the Status field. |
| Related Service Catalogue | Single Select | Here you can set the system field visibility for the Related Service Catalogue. |
| Dependencies | Single Select | Here you can set the system field visibility for the Dependencies field. |
| Notes | Single Select | Here you can set the system field visibility for the Notes field. |
| Licences | Single Select | Here you can set the system field visibility for the Licences field. |
Criticality | Single Select | Here you can set the system field visibility for the Criticality field. |
| 1st Dependency Diagram Field | Single Select | Here you can choose which asset field will show first when assets of this type are on dependency diagrams. |
2nd Dependency Diagram Field | Single Select | Here you can choose which asset field will show second when assets of this type are on dependency diagrams. |
3rd Dependency Diagram Field | Single Select | Here you can choose which asset field will show third when assets of this type are on dependency diagrams. |
Documents
Documents uploaded to this area will be attached to Assets of this type.
Contract Settings
| Field | Type | Description |
| Default Contract Costs | Integer | Costs entered in these fields will be set as defaults for the periodic charge for Assets of this type. These can be overridden per Asset or even upon adding them to Invoices. |
| Accounts Details | Free Text | The Item Codes entered here will be used to identify this Asset Type in Sales, Purchases, and Invoice scenarios respectively. |
Resource Booking
| Field | Type | Description |
| Enable Resource Booking | Checkbox | When checked, additional fields will open up for the configuration of booking this Asset Type. |
| Resource Booking Hours | Single Select | The working hours selected here will be used as the available times that Assets of this type can be booked inside. |
| Booking Types | Table | Booking Types added to this table will be available when booking Assets of this type. These consist of a booking duration, buffer periods for between bookings, and descriptive fields like a Name and a message. From v2.250+, you can use the "Maximum number of Assets to book" setting to allow Users to book multiple Assets at once. |
| Allow selection of an available Asset/resource | Checkbox | When checked, the ability to select a particular Asset or resource will be made available. If not, a random asset or resource will be assigned automatically. |
| Site Selection Type | Single Select | When "Select from all Sites" is selected, the option to restrict assets will not be visible. If No is selected, Asset restrictions become available. |
| Asset Restrictions | Single Select | The selection made here will determine which Assets can be booked of this Type, the option to Choose from available Assets at the Users Customer, there is also "Choose from all available assets or choose from available assets at the users site. |
| Minimum hours in advance to allow booking | Integer | The value entered here will be how many hours in advance that Assets of this type will need to be booked from. |
| Maximum days in advance to allow booking | Integer | The value entered here will be the limit of how many days in advance you can book Assets of this type. |
Roles
Asset types have a tab for "Roles", the Table can be added to for their to be roles to choose from. These roles can be selected when configuring asset user relationships. For example if you add a user to the relationships tab of an asset, then right click on that user relationship and go to "Edit relationship", you can add to the drop down called "Choose the roles between User and Asset". NB: This is not a feature our customers tend to use, very niche.
Allowed values
| Field | Type | Description |
| Allow All Values | Checkbox | When checked, Assets of this type can have any Asset Status at all. If not, then a list will appear for selecting which Statuses are available. |
| Allowed Statuses | List | Any Asset Statuses listed here will be available for assigning to Assets of this type. |
| Allow All Values | Checkbox | When checked, Assets of this type will show all asset custom buttons. If not, then a list will appear for selecting which buttons are available. |
| Allowed Custom Buttons | List | Any Asset custom buttons listed here will be available for assigning to Assets of this type. |
Disable Upstream Relationships | Checkbox | When enabled this prevent the adding of any upstream relationships to the assets of that type. Enabling this will also prevent the selection of assets of this type when adding downstream relationships to other assets. |
| Allowed Upstream Relationships | List | Sets which Asset Types can have upstream relationships with this Asset Type. If no restrictions added, all relationships will be allowed. |
Disable Downstream Relationships | Checkbox | When enabled this prevent the adding of any downstream relationships to the assets of that type. Enabling this will also prevent the selection of assets of this type when adding upstream relationships to other assets. |
| Allowed Downstream Relationships | List | Sets which Asset Types can have downstream relationships with this Asset Type. If no restrictions added, all relationships will be allowed. |
Serialisation Defaults
| Field | Type | Description |
| Serialisation Defaults Table | Table | Entries can be added to the table to set the default values each field should have when serialising products into assets of this type. |
Change Management
| Field | Type | Description |
Relationships to include when checking change management windows | Checkbox | (v2.248+) When a change is raised for any 'service' assets Halo checks that the start/end of the change is being raised complies with the maintenance windows and change freeze periods for the asset, and assets related to this one. Here you can choose which assets' change freeze periods and maintenance windows are checked when raising changes for assets of this type. Upstream Relationships Only (Default) - The change freeze periods and maintenance windows for assets that have an upstream relationship with the asset a change is being raised for will be checked. These assets will be checked on versions prior to v2.248. Downstream Relationships Only - The change freeze periods and maintenance windows for assets that have an downstream relationship with the asset a change is being raised for will be checked. Asset Only - The change freeze periods and maintenance windows for other assets will not be checked when a change is being raised. Only the change freeze periods and maintenance windows of the asset/asset type a change is being raised for will be checked. |
| Change Freeze Periods | Table | Here, you can enter the time periods in which changes should not be made on assets of this type. |
| Maintenance Windows | Table | Here, you can enter the time periods in which changes for assets of this type should take place. Allowing agents to identify the time periods in which change impacts are minimal. |
| Allow maintenance windows and change freeze periods per Asset | Checkbox | When enabled, you will be able to configure change freeze periods and maintenance windows against each asset that has this type. Used when each asset of this type has different time periods in which changes should and should not be made. |
Workflow (v2.250+)
The Workflow tab will only show when the Asset Workflows module is enabled.
| Field | Type | Description |
Start a Workflow | Single Select | The Workflow selected here will be applied when an Asset of this Type is created. This can be manually applied per Asset. |
Show the workflow progress on Assets | Checkbox | When enabled, the current stage and progress of the Workflow will be shown on the Asset record above the tabs. |
| Change workflow when assets are changed to this asset type | Checkbox | When enabled, If an Asset's type is changed to this Asset Type thee Workflow will automatically be applied. |
| Workflow | Read Only | This is a read only view of the Workflow selected. |