Asset Management

Executive Summary

Asset Management tracks organisational assets — equipment, devices, furniture, and other valuable items. Record what you own, who has it, where it is, and its condition over time.

Who This Is For

• IT and facilities teams
• Finance teams tracking capital items
• Department managers accountable for equipment

Key Capabilities

• Asset register
• Assignment to users or locations
• Asset history and status tracking

Table of Contents

1. Getting Started
2. Asset Register
3. Adding Assets
4. Assigning Assets
5. Tracking and Reporting

Getting Started

Open Assets in the sidebar to view your organisation’s asset register.

![Screenshot: Assets list — placeholder]

Asset Register

The register lists every tracked asset with tag number, category, location, assigned user, and status.

Use search and filters to find items due for return, maintenance, or audit.

![Screenshot: Asset register filters — placeholder]

Adding Assets

1. Create a new asset from the register.
2. Enter description, serial number, purchase date, and value.
3. Set category and default location.
4. Save to add it to the register.

![Screenshot: Create asset — placeholder]

Assigning Assets

Assign assets to employees or departments when issued. Record return dates when equipment comes back.

![Screenshot: Asset assignment — placeholder]

Tracking and Reporting

Review asset history — assignments, transfers, and status changes — from each asset’s detail page. Export or filter the register for periodic audits.

![Screenshot: Asset detail history — placeholder]