Managing Assets In Halo

Asset Custom Buttons

The article details how to create and manage Asset Custom Buttons in Halo, which allow users to add functionality by opening URLs or starting runbooks. It explains configuring these buttons, including naming, labeling, and setting their action, like opening a link in a new tab or launching a runbook. The guide also covers restrictions based on agent permissions, asset type, access control, and asset field values to control visibility. This ensures administrators can tailor button access and visibility to enhance user experience within asset management.

Asset Management

This guide on Asset Management explains how to view and organize assets by type, group, or location using customizable lists. It covers the asset overview, including linked tickets, dependencies, suppliers, and change history. The guide details configuring assets by creating asset groups, types, fields, relationships, and statuses. It also includes instructions for barcode scanning to create or track assets, with options for bulk and singular asset barcode generation. The difference between asset fields and custom fields is highlighted, alongside access control settings for asset management.

Asset Meters

This guide explains how to manage asset meters, which allow billing based on product or service usage. The article details steps to set up asset meters, capture meter readings, and automate billing through recurring invoices. Asset meters record usage data linked to an asset, facilitating dynamic pricing. Multiple meters can be associated with a single asset, enabling comprehensive billing for services like managed print services. The setup includes configuring meter types, tiered pricing, and integrating meters with the billing system to automate pricing calculations based on usage.

Asset Resource Booking

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

Barcode Scanning

This article provides a comprehensive guide on enabling and using barcode scanning in Halo for asset management. It covers the steps to activate barcode scanning in the configuration settings, as well as using the web and mobile apps for scanning. The process for creating barcodes for existing assets, either in bulk or individually, is detailed with instructions on generating PDFs using custom templates. The article also explains how barcodes can be scanned via the mobile app to view or create new assets, including permission requirements for camera access.

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.

Iframe Custom Tabs on Assets

Remote Support

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.

The Asset Catalogue