Asset Management can record an asset's physical location, department, assigned person and parent asset. Use these details to make the inventory easier to search and understand.
Set up locations
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Open Locations
In Asset Management, open the options menu and choose Locations.
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Add your sites and storage areas
Select Add and enter a location name. You can also add its address and notes. Create locations that match the way your team works, such as a site, building, room or key cabinet.
Organise an asset
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Open the asset form
Add a new asset or edit an existing one in Asset Management.
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Set where it belongs
Under Where it is, choose a Location and, if useful, a Department.
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Assign responsibility
Choose a person in Assign to and set the assigned date. If it is not assigned to a person, the asset can still be associated with a department.
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Show what it is part of
Use Belongs to to set a parent asset. For example, you can record a charger as belonging to a laptop. The parent asset page also lists its child assets.
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Save and review
Save the asset. Its page shows the location, department, assigned person and current custody separately, so assignment does not get confused with who has physically checked it out.
Keep locations current. If you delete a location, assets that used it remain in the inventory but no longer have that location assigned. Update those records if you still need them grouped by a location.
For more, see Asset Tracking and Track Assets with Wizard Tags.