FixForm makes asset management simple. Below, we'll explain how to add assets, create asset groups, and convert locations to assets.
How to add an asset?
- Go to Organization.
- Click on the building where you want to assign an asset.
- In the left menu, click Assets.
- Click the Add button in the upper right corner.
- Choose Asset from the menu.
- In the pop-up window, enter the asset details:
- General info:
- Name: Enter the asset name.
- Unique identifier: Enter a unique ID if applicable.
- Asset Group: Link to an existing asset group.
- Location & Type:
- Location: Select the asset's location.
- Type: Select the asset category.
- Warranty & Info:
- Supplier: List the supplier.
- Serial Number: Enter a serial number if relevant.
- Purchase Date: Enter the purchase date if desired.
- Click Confirm.
Your new asset has been added! 🎉
How do you create an asset group?
Asset groups are useful when you have many similar assets. Here are the steps:
- Go to Organizations.
- Click on the building to which you want to assign an asset group.
- In the left menu, click Assets.
- Click the Add button in the upper right corner .
- Choose Asset Group from the menu.
- Fill in the details:
- Group name: Assign a name to the group.
- Parent group: Optionally, you can place the group under an existing asset group.
- Click Confirm.
Your asset group is now ready to use! 🙌
How do you convert a location to an asset?
Need to change a location into an asset? Here's how to do it:
- Go to Organizations.
- Click on the building whose location you want to convert.
- In the left menu, click Spaces.
- Select the space you want to convert to an asset.
- Click the three dots in the upper right corner.
- Choose Convert to asset.
The location will now be converted and added to your list of assets! 🚀
Following these steps, you now have all the tools needed to effectively manage your assets and asset groups in FixForm.