Asset Management

Asset Template Creation

Asset Types/Groups

This guide details the process of organizing assets within a system using asset groups and asset types. It explains how to create asset groups and configure asset types to enhance asset management. Asset groups categorize assets, while asset types define unique data fields for each asset. The guide distinguishes between Assets and Items, with assets representing specific instances of a product. Users can organize assets by setting prefixes, field lists, and customizing layouts. The information enables efficient asset tracking and management.

Asset Views

The article provides a comprehensive guide on managing Asset Views in HaloPSA, including aspects like asset lists, key fields, column profiles, and display settings. It explains how to set default views for assets by type or group and customize column profiles to display specific fields. The guide also covers configuring related assets in tickets, changing asset display names, and using key fields effectively. The objective is to enhance the user interface for managing assets by allowing tailored views and configurations per asset type.

Assets Vs Items

Device Change History

Event Management

This guide outlines how to set up and manage event management platforms in Halo. It includes instructions on creating event rules to determine when events log tickets and how they populate ticket fields. Event management allows integration with Asset Management systems using webhooks. Users can match events to update existing alert tickets or create new ones. The guide also details how to authorize webhooks, define variable criteria for events, and manage alert creation. Other functionalities include customer, site, user, and asset matching to enhance ticket management processes.

General Procedure for Integrating with an RMM

Iframe Custom Tabs on Assets

Restricting Asset Access

The article outlines how to restrict agent access to assets and specific asset fields within an asset management system. Permissions can be managed through three different types of asset access controls: Read/Write permissions for asset types, access control for asset groups, and access control for both asset groups and types. These settings dictate whether agents can access, create, or modify assets. Separate procedures are also provided for restricting access to certain asset fields as well as asset system fields, depending on agent roles and permissions.