Asset Management: Templates (Part 2)

In the module asset management it is possible to register and manage all assets that you use in your services to your internal customers. Examples are the CMDB for IT departments. But also ARBO furniture, lockers, access passes and means of transport for HR and FM departments can be registered in this module.

You can determine which assets you record in asset management, and which information you want to register for these assets. You can do this in the Asset management designer, where you can create custom templates. This page shows you the possibilities.

• How to add the assignment, history or document widget

  This video explains how to add the assignment, document, and history widgets to an asset template. The "Assignment" widget allows you to assign an asset to a location or person; the "Documents" widget lists documents that have been uploaded to the asset card and allows you upload new ones; the "History" widget provides an overview of any edits made to the asset card.

• How to define the summary of an asset

  This video explains how to define the summary of an asset, from the asset template. Select from among the widgets on the asset's template to define which information appears in the Summary of an asset.

• How to set the numbering and adjust the prefix in an asset template

  This video explains how to set the numbering and adjust the prefix in an asset template. You can enable automatic naming and numbering of newly created assets, and you have the freedom to define how it is done. You choose the prefix, sequence length, and the sequence start value. Then let TOPdesk do the rest!

• How to adjust the icon of an asset template

  This video explains how to adjust the icon of an asset template. Using icons helps you recognize your assets at a glance and improve the customer experience.