Asset management explained

Asset management helps you efficiently track, manage, and control your company’s assets such as laptops, desktops, routers, or other equipment. You can track the entire lifecycle, ownership, basic information like serial number, purchase date, warranty date, etc. Besides, you can also link assets to incidents and automate actions on assets.

Admins can also bulk add assets through CSV import, which complements creating asset types, defining attributes, linking assets to incidents, and automating actions on assets.

Here’s how you can manage your assets effectively in Atomicwork.

Asset types

Asset types help you organize different kinds of assets that you have - like printers, desktops, projectors, keyboards, etc. Each asset type can have specific attributes that define important details like serial number, model information, assignee and status. ​ Out of the box, Atomicwork comes with these inbuilt asset types:

You can also add your own asset types based on the nature of assets you use in your organization and capture information that's specific to that asset type.

You can also bulk add assets for a selected asset type through CSV import. Download the template with the relevant fields, choose a date format to validate date fields, and review the mapped columns before you import.

For detailed CSV import steps, see Importing and syncing assets.

Creating a new asset type

You can create custom asset types to accommodate specific equipment or categories unique to your organization. For example, if your organization has digital meeting boards for presentations or security cameras for monitoring, you could add these as custom types.

• Go to Settings > Organization > Directory objects > Assets.

• Click View in the Types and attributes card, then select the Types tab.

• Click Create.

• Enter a name, upload an image (optional) and click Create.

You can create the attributes to be associated with a custom type under the Attributes tab.

Asset details

Open any asset from Directory > Assets to see its details on a full page. The asset details page has these tabs:

• Details: The asset's attributes.

• Relationships: The asset's relationships, with an icon for each relationship type and a show/hide control.

• Activity: The asset's history, with the same relationship icons and show/hide control.

• Linked Requests: Every request and change linked to the asset. Click a record to open it, then navigate back to the asset when you're done.

You can also raise an incident or a change right from the asset, and Atomicwork links it to the asset automatically. Remote actions from all connected sources, such as Microsoft Intune, sit in one Actions menu on the asset. To learn more, see Asset actions.

Asset attributes

Asset attributes define the specific details and characteristics of each asset type, such as serial numbers, purchase dates, and status. This ensures that all relevant information about an asset is easily accessible and available when needed. You can also create custom attributes to work for your organization and processes.

The default asset attributes are:

Display name is a mandatory attribute. You can also add or remove new values for the Status attribute.

Creating a custom asset attribute

You can customize the asset attributes to suit your processes and accommodate specific devices. For example, you can add 'Number of HDMI ports' as an attributes to a custom type 'Meeting board' that you might have created.

• Go to Settings > Organization > Directory objects > Assets.

• Click View in the Types and attributes card, then select the Attributes tab.

• The default attributes are listed first, followed by your custom attributes.

• To edit an existing attribute, click the pencil icon against the attribute.

• To create a new custom attribute, click the Add button.

• Enter the display name and choose the attribute type. You can create custom attributes from the following supported types:

  • Short text

  • Long text

  • Dropdown

  • Multi-select

  • Phone number

  • Email

  • Number

  • Date

  • Checkbox

• Choose the asset types to which the attribute will apply.

• Choose whether this attribute should be mandatory when creating an asset. We’d recommend you share a list of mandatory attributes with all employees who are in charge of asset data maintenance and updates.

• Click Create and you're done!