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Toolbar Buttons
Field or Form Element
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Description
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Save button
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Click the Save button to save the asset.
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New Asset button
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Click the New Asset button to begin a new asset record.
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Check Out button
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Click the Check Out button to open the check out form with the current asset added to the check out list.
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Audit button
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Click the Audit button to add an Audit record to the asset history.
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Copy button
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Click the Copy button to create a copy of the record.
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Delete button
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Click the Delete button to delete the asset. This will move the asset record to the trash list. It will not be permanently deleted until it is deleted from the trash.
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General Tab Fields
Field or Form Element
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Description
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Asset Name
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A text field which contains the name of the asset.
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Asset Number (barcode)
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The Asset Number is a unique number which identifies the asset record in the database. This number is also used for the barcode. Leave this field blank to have Asset Manager assign the number for you, or set the value to an existing asset number. If you already have a barcode on the asset, you may place the cursor in the Asset Number field and scan the barcode to fill in the Asset Number for you.
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Asset Type
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A selection field which contains the list of Asset Types. You may add a new asset type by right-clicking on the folder in the hierarchy on the left, and then selecting the "New" context menu option.
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Manufacturer
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A text field which contains the name of the Manufacturer.
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Brand
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A text field which contains the name of the Brand.
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Model
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A text field which contains the name of the Model.
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Individual or Bulk?
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Click on the Individual or Bulk button to select whether this asset is tracked individually, or whether this is a bulk asset containing multiple items, each with potentially a separate location, custodian, and serial number.
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Picture Box
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Click the Add Picture link to add a picture of the asset.
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Details Tab Fields
Field or Form Element
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Description
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Status
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A selection field which contains the list of Status values. You can add, edit, or remove the available status values by going to the main Options page, and then clicking on the "Selection Fields" link on the left.
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Checked Out To
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This selection field contains a list of the personnel in the system. The person selected here is the Custodian for the asset. You may select a person from the list, or perform a Checkout operation to record the details in the History.
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Return By
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A date field to record when the asset is due to be returned.
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Location
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A selection field which contains the list of Locations. You may add a new location by right-clicking on the folder in the hierarchy on the left, and then selecting the "New" context menu option.
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Serial Number
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A text field containing the serial number for an asset.
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Condition
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A selection field which contains the list of Condition values. Manage the values in this field as described in the "Status" description above.
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Audit Date
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Date when this asset was audited.
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Include In Audits checkbox
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Check this box if the asset should be included in the Audit reports.
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Purchasing Tab Fields
Field or Form Element
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Description
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Vendor
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A selection field which contains the list of Vendors. Add, edit, and delete the available values on the main Vendors list.
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Purchase Price
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The purchase price of the asset.
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Purchased
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The date when the asset was purchased.
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Purchase Order Number
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The Purchase Order Number (if any) used for the purchase.
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Account Code
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The Account Code for this purchase.
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Warranty End
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The date when the Warranty ends.
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Notes Tab
The Notes tab is a place where you can enter free-form rich text notes.
Files Tab
The Files tab contains a list of files which have been uploaded for the Asset record.
History Tab
The History tab contains a list of updates for the Asset record.
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