Track Assets with Wizard Tags

Asset Management keeps a record of everything your business owns: laptops, cameras, tools, machines, keys, anything. Put a Wizard Tag or a QR label on each item and anyone can scan it to see what it is, who has it and to check it in or out.

Before you start

If you cannot see Asset Management in the sidebar, open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable Assets.

Set up your types and locations

1. Add your asset types

   Open Asset Management and choose Asset Types from the options menu. Add a type for each kind of thing you track, such as Laptop, Camera, Power tool or Key. Each type can have its own extra fields, so a laptop can record its operating system and a key the door it opens.

2. Add your locations

   Choose Locations from the options menu and add the places things are kept, such as the office, the warehouse or a site.

Add an asset

1. Open New Asset

   Select Add. Give the asset a name and choose its type. Leave the Asset Tag blank and Wizard Application numbers it for you, AST-0001 onwards.

2. Fill in the details

   Add the make, model and serial number, where it is kept and which department it belongs to. If it is part of something bigger, such as a charger that goes with a laptop, set Belongs to.

3. Record the purchase

   Enter the purchase date, the price and when the warranty runs out, and attach the receipt or manual.

4. Create it

   Select Create. The asset has its own page with its details, custody, tags, files and a history of every change.

Tag it

On the asset, open Tags and choose how to tag it:

• Write a tag with this phone. Hold a blank Wizard Tag to a phone that supports NFC and the tag is written and locked to this asset.
• Link a tag with a USB reader. Tap a tag on a desktop reader to link it.
• Add a QR label. Use Print labels to print a QR code to stick on.

Each asset has one tag at a time. To replace a damaged tag, revoke the old one first. You can order Wizard Tags from Tags in the options menu.

Check things in and out

1. Scan the tag

   Tap the Wizard Tag with a phone, scan the QR code or use Scan a tag. The asset opens.

2. Check it out

   Select Check out to take it, with the date it is due back. When you are finished, scan it again and select Check in. Passing it straight to a colleague? Use Hand over.

Items that are not back on time show as overdue, and the person who has one gets a reminder the day before it is due. To see everything that is out right now, choose Who has what from the options menu.

For more on asset tracking, see Asset Management and Wizard Tags.