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Manage Assets on a Site

Assets are managed through the Site record. From there you can:

  • View a summary of the Assets on the Site and their statuses
  • Add an Asset
  • Update or decommission an Asset
  • View the Asset event log, which details all Asset changes on a Site

Add an Asset​

Before you can add an Asset to a Site, the Asset model needs to be in your Asset catalogue. Once it has been added, there are two ways in which an Asset can be added to a Site, automatically or manually.

Automatically add an Asset​

Assets are automatically added to a Site if the installed Hardware was part of a Customer's quote, and the Hardware SKU was linked to an Asset model in the Asset catalogue.

Manually add an Asset​

To do this:

  1. Open Console.
  2. Open the Customer’s record, then the Site record.
  3. Select + Add Asset.
  4. Complete the Add Asset to Site form.
  5. Select Save asset.

Update or decommission an Asset​

To do this:

  1. Open Console.
  2. Open a Customer’s record, then the Site record.
  3. Select Update on the Asset.
  4. Change Asset information as required. To decommission an Asset:
    • Change Status to Decommissioned
    • Select Decommission reason
  5. Select Save asset.