Asset types

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Asset Types tab is available in the Asset Settings window, which allows you to display the resource types from existing database and define new types. Types help for better categorization of individual resources.

The Administrator can add, edit and delete asset types, with the exception of built-in types that have the additional security settings described in this chapter. The data is shown in table:

assettypes_zoom40

 

Each asset type is placed in one folder. The Assets tab, available from the main program window allows you to display the folders and their associated types.

 

hmtoggle_plus0 Built-in asset types

 

Each asset type has the following properties:

Name - type name,

Folder - folder where type is stored

Inventory number - sets prefix and suffix for selected type

Audited - mark to set, if the assets of particular type should be stored in audit archive

 

By double-clicking the asset type in the table, you can view its properties. Alternatively, you can use the Properties button.

Properties window presents the properties of the selected item together with Additional fields and Alert rules tabs.

 

Additional fields

Additional fields allow the Administrator to add field, which will be filled only with type for which it has been configured:

 

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You can add global fields that will be visible and can be filled for each resource. Global fields are described in the next chapter.

 

Alert rules

Asset alerts can be created for individual assets or for a selected type of assets. Alerts allow to configure notification for the Administrator when certain conditions are met.

The Asset rule tab allows you to add an alert for a selected resource type.

To add an alert:

Go to Alert rules tab and click Add.

In the Alert rules configuration window select event(field) for which you want to create the alert and set the date the alert is to be created.

 

Adding new asset type

To add a new asset type, go to the Asset Types tab in the Asset Settings window and click the Add button. The new asset type wizard will appear:

assettypeproperties_zoom40

 

Then fill the configuration fields. The required fields are "Name" and "Folder". You can also add additional fields for the asset type you are creating. Once the configuration, is complete, confirm the settings by pressing OK.

 

In the "Folder" field it is only possible to select an item from the list of available folders. For more information about folders, see folder types chapter.

 

Removing asset type

To delete an existing (non-built-in) asset type, go to the Asset Types tab in the Asset Settings window and click the Delete button.

If the selected type is in use, removing it will also delete all assets of this type.