Set up an asset type

Learn how to add asset types. You must be an Asset Manager with either global or manager rights to add asset types.

How it works

An asset type is a sub-set of an asset group. For example, you may set up an asset group called ‘Keys’. Then you may have several asset types that fall within the keys group: building door keys, warehouse door keys, car keys.

Every key you add to the asset register will be assigned to a type. Before adding an asset to the register, you must first set up your asset groups and types.

Asset types have three attributes:

  1. Asset group 
  2. Name of asset type
  3. Description of asset type

Add an asset type

Before you start, make sure you have added the relevant asset group.

To add an asset type:

  1. Go to Tools > Asset Manager.  
  2. Select Manage Asset Types from the menu on the left. 
  3. Click Create a New Asset Type.

    Create-asset-type.png
  4. Select the asset group this type belongs to.
  5. Enter a name for your new asset type.
  6. (Optional) Enter a description for your asset type.
  7. Click Save.

    New-asset-type.png
Next step: You can now add an asset and link it to your new asset groups and types