Editing Assets
Open any asset from the asset list to view and update its details. The asset record is organized into tabs.
Walkthrough
General Tab
The General tab contains the core identifying information for the asset. See Adding Assets for a description of each field. To update a field, change its value and click Save in the toolbar.
Details Tab
The Details tab tracks the asset's current operational state:
| Field | Description |
|---|---|
| Status | The current status (e.g., Available, Checked Out, In Repair). Values are configured under Selection Fields |
| Custodian | The person currently responsible for this asset |
| Return Due Date | When the asset is expected to be returned (if checked out) |
| Location | Where the asset is physically located |
| Serial Number | The manufacturer's serial number |
| Condition | The physical condition (e.g., New, Good, Fair, Poor). Values are configured under Selection Fields |
| Date Audited | The date of the last audit (read-only, updated by audit operations) |
| Include In Audit | Toggle whether this asset appears in audit checklists and reports |
For bulk assets, the Details tab shows a list of quantity batches instead of a single set of fields. Each batch has its own status, custodian, location, and condition.
Purchasing Tab
The Purchasing tab records financial and procurement information:
| Field | Description |
|---|---|
| Vendor | The vendor this asset was purchased from |
| Purchase Price | The acquisition cost |
| Date Purchased | When the asset was acquired |
| Purchase Order Number | The associated PO number |
| Account Code | The accounting code for this purchase |
| Warranty Expiration | When the manufacturer's warranty expires |
For bulk assets, each quantity batch has its own purchasing details.
Service Tab
The Service tab manages scheduled maintenance and service history. See Service and Maintenance for details. This tab is only available for individual assets (not bulk).
Notes Tab
A rich text editor for free-form notes about the asset. Use this for anything that doesn't fit into the structured fields — installation instructions, special handling requirements, or context about the asset's history.
Files Tab
Attach documents, photos, manuals, certificates, or any other files to the asset record. Click New to upload a file. You can also drag and drop files into the upload area.
History Tab
A read-only timeline of every action taken on this asset — creation, edits, check-outs, check-ins, transfers, audits, and status changes. Each entry shows who made the change and when.