Asset Management

Asset Fields

The asset fields in asset management provide additional details like model and serial number. They can be configured within the asset management module and added to asset types through action buttons. Users can select specific fields types, such as text boxes or checkboxes, and dictate system behavior through system use settings. Optional settings include making fields mandatory or excluding them from change history records. The article guides on how to manage and utilize these fields, with examples including the use of parent-child links and system integrations like AnyDesk.

Asset Groups

The article discusses the organization of asset groups within a management system, highlighting their use for collating different asset types, such as firewalls and routers, into functional categories like 'Networking'. The piece provides detailed configuration options for asset groups, including naming, sequence, and applicability in different modules like 'Assets' and 'Products'. It further explores various field settings for assets, touching upon aspects like invoicing, consignability, tax implications, and QuickBooks integration, enabling customized asset management and consistent ordering across document types.

Asset Management General Settings

The article details the configuration options available in the Asset Management module of Halo, focusing on the general settings of asset management. It covers fields like asset labeling, uniqueness of asset tags, automatic asset number generation, and customization of asset status visibility. Additional settings include the use of barcode and QR code scanners, asset user visibility, and the linking of assets to agreements. The article also addresses permissions, asset merging, and various import functionalities to manage assets efficiently within the system.

Asset Relationships

Asset Statuses

Asset Templates

The article provides a comprehensive guide on creating and utilizing asset templates within asset management. It explains the configuration of various fields like asset type, number, ownership, service level agreements, and more. The template allows the definition of categories like laptops or servers and assigns unique identifiers. Options for associating service catalogues, criticality, and status are also covered. Additional details include relationships with users, suppliers, and the setup of license agreements. The guide is intended to streamline the asset creation process and ensure efficient management.

Asset Types

This article provides an overview of Asset Types in asset management, outlining their creation and configuration through the HaloPSA software. It details how asset types like laptops and mobile phones can be managed, imported, and categorized, including settings for privacy levels, default templates, and statuses. Key features include importing asset types via XLS templates, setting visibility and permissions, resource booking options, and defining relationships between assets. A comprehensive breakdown of options for customization and organization of asset types is included to enhance system integration and asset management efficiency.

Asset Workflows

Resource Booking

The article covers the configuration of resource booking in asset management and calendar & appointments settings. It details how to set up asset types, workdays, and ticket types. It addresses agent resource booking settings, allowing appointment bookings, requiring user login, timezone consideration, and setting minimum and maximum advance booking times. It also includes options to display contact fields like phone number and email address for user bookings.

Software Licensing

User - Asset Relationships