Product / Knowledge Base / 4. Asset Register

4. Asset Register

User & Administration Guide — Version 1.0.0.15

Guide summary

Browse, search, create, and edit hardware and software assets in the central register.

On this page

  • Open All Assets from the ASSETS section.
  • Use the search box to find assets by ID, title, serial number, or tag.
  • Switch between table, list, and card views using the view toggle in the toolbar.
  • Apply filters for status, category, location, or assigned user.
  • Click Create Asset (or New Asset) to add a new item.
All Assets register
All Assets — search, filters, and multi-view register.

4.2 Create or Edit an Asset

  • Click Create Asset or open an asset title from any list.
  • On the General tab, enter Title, Category, Status, and other required fields.
  • Complete Financial, Assignment, and Maintenance tabs as needed.
  • If the category has a linked form template, fill extra fields shown below the main tabs.
  • Add attachments in the attachments section.
  • Open the Activity tab on an existing asset to view SharePoint version history.
  • Click Save to persist changes.

4.3 Asset ID and Status

Asset IDs follow the AST-YYYY-NNNN pattern. Status drives which operations are available — only available assets can be assigned or booked without override.