Once
- Asset settings: your categories (Laptop, Mobile phone, SIM card, ID card…), what tags start with (e.g. AST- gives AST-0001), and whether employees confirm receipt.
- Add asset: name, category, serial or IMEI, brand and model, condition, cost, supplier and warranty. Leave the tag empty for the next number, or type your own.
Issuing and taking back
- Issue: pick the employee, the date and condition, and a note (charger, bag…).
- The employee is told and presses I have it under My space › My assets. Until then the register shows not confirmed yet.
- Take back: the date and the condition now; tick Send for repair if it came back damaged.
- History shows every hand-over: to whom, when, in what condition, confirmed and returned.
Repair, lost and retired
Under More: Send for repair, Back from repair, Mark lost (with what happened) and Retire (scrapped or sold). An asset added by mistake and never issued can be deleted.
When someone leaves
When an exit is accepted, every asset the person still holds is added to the exit checklist ("Return Dell Latitude (AST-0003)"). Taking it back, or marking it lost, ticks the line. To recover the cost of a lost asset, add it as a deduction in the full and final.
Frequently asked questions
How do I see everything one person has?
Filter the register by With, or run Reports › All reports › Asset register for one employee.