To create, edit and delete assets, check the asset permissions are turned on for the role under Settings > All Settings > Permissions > Customise access & roles.

By default:

Your assets are listed on the Manage Assets page. You can search for an asset, or filter by location or status. Assets that are Lost or Missing or Disposed are shown under Inactive Assets.

From the list, you can:

To add files and records, click View Asset on the asset. Each asset has these tabs:

Attach files such as manuals or cleaning instructions. Add a File Name, a Category (optional), and attach the File.

On the Warranty tab, add the Start Date and End Date, a Description (optional) and a file (optional).

Keep track of past and upcoming repairs on the Repairs tab. Add the Date, Description (optional), Cost (optional), Completed By (optional), the Status, and a file (optional).

The status can be Scheduled, In progress, On hold, Completed or Cancelled.

Schedule regular maintenance for equipment or vehicles on the Maintenance tab. Add the Date, Description (optional), Cost (optional), Completed By (optional), the Status, and a file (optional).

The status options are the same as for repairs. Scheduled maintenance also appears in the Tasks & Actions widget on your dashboard.

Keep copies of contracts and licences on the Contracts/Licences tab. Add the Start Date and End Date, the Type (Contract or Licence), a Description (optional), and a file (optional).

Store insurance policies and renewal dates on the Insurance tab. Add the Start Date and End Date, a Description (optional), the Renewal Date (optional), and a file (optional).

For shareable assets, the Checkout History tab shows every check-out and return. Each entry shows:

The Edit History tab shows every change to the asset’s details. Each entry shows the action, who made the change, the date and time, and what it changed from and to.