Asset Groups/Types
4 guides
Asset Resource Booking
Asset Type & Asset Import - CSV/XLS/Spreadsheet Method
This article provides a comprehensive guide on importing assets using CSV/XLS spreadsheets in the Halo system. It details steps for importing new and existing assets, adjusting asset and custom fields, and resolving errors during import. Key instructions include setting unique identifiers, managing blank spaces in identifiers, and ensuring required data like Customer Name and Site are pre-existing in Halo. It also addresses limiting import rows and utilizing developer tools for troubleshooting. Additional guidance is provided for using and importing custom asset fields.
Linking Assets
This article provides a guide on linking assets to tickets, sites, and creating asset relationships. It explains the process of adding assets to tickets by using the 'Asset' field within ticket types, and illustrates how to attach assets to a specific site or move them between sites. Additionally, the article covers linking asset relationships, including upstream/downstream or asset-user connections, through the 'Relationships' tab in asset management. Each section includes detailed instructions and tips, such as bulk selection for efficient management.
The Asset Catalogue