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e11 Help Desk Software Manual for customer support & service software
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This feature allows you to manage your assets.
To add an asset:
1. Open the Manage Your Asset page.
2. Click on Asset Manager .
3. View Asset Details (Active) page opens, as shown in the Figure 5-6-1. This page will show you the asset name with a brief description about it. It will also show you the asset type, current status of the asset, and the client name to whom the asset has been assigned.
Tip: You can also click on from the toolbar to access the View Asset
Details (Active) page directly.
Note: You can view the Trash 
in View Asset Details (Active) page only, if
there is a deleted asset.
4. Click 
to open the Add New Asset page. Enter
information in the following required fields, as shown in the Figure 5-6-2:
Required Fields |
|
Field |
Description |
|
Asset ID |
A unique ID, not less than 3 characters. |
|
Name |
Name for the Asset. |
|
Asset Description |
Brief description of the asset. |
5. You can also add information in the following optional fields.
Optional Fields |
|
Field |
Description |
|
Asset Type |
Type of asset added. |
|
Price |
Cost of the asset. |
|
Attachment |
Attach any additional information for the asset by clicking on Attachment. |
|
Select Asset |
Select an existing asset to associate it with the new asset. |
Note: To choose an existing asset,
click Select Asset. This will open the Select Asset pop-up, as shown in the
Figure 5-6-3. Select the Asset and click 
.
Note: To be more specific about the new asset, select the Asset Type ID in the Add New Asset page. The Add New Asset Details page opens, as shown in the Figure 5-6-4. Enter the information in the Asset Type as per the added attributes.
6. Click 
to save the information.
Example: At times, you may need to
add an asset. To do so, enter the Asset Name with its unique ID and the Asset
Description, as shown in the Figure 5-6-2. Then, you can also enter the
price, or any other attachment for that asset. To be more specific about the
asset, select Asset Type ID and enter the information in Asset Type as per the added attributes
filled up by you. Click .
To modify an asset:
1. Open the View Asset Details (Active) page.
2. In the View Asset Details (Active) page, click on the Name to be modified.
Tip: You can also search for an asset on the basis of various fields.
3. Modify the information and click 
to save the changes.
Note: You cannot modify the Asset ID and Asset Type ID.
To delete an asset:
1. Open the View Asset Details (Active) page.
Note: You can view the Trash in the View Asset Details (Active) page only,
if there is a deleted asset.
You can search for an asset on the basis of various fields.
2. To delete an asset, check the box against the Name, as shown in the Figure 5-7-1.
3. Click 
.
A confirmation box pops-up. Click 
to confirm deletion.
To recover an asset:
1. Open the View Asset Details (Active) page.
2. Click Trash 
to open the View Asset Details (Trash) page.
3. View Asset Details (Trash) page opens. Check against the Name to be recovered, as shown in the Figure 5-8-1.
Note: You can also search for a deleted asset on the basis of various fields.
4. Click 
.
A confirmation box pops-up. Click to recover.
Note: You can delete an asset
permanently by clicking 
on the View Asset Details (Trash) page.
Click
to reload the page.
Click
Active Asset Details 
to go back to the View Asset Details (Active)
page.
You can create multiple copies of an asset using this feature.
To clone an asset:
1. Open the View Asset Details (Active) page.
2. In the View Asset Details (Active) page, select an asset by checking against the Name, as shown in the Figure 5-7-1.
3. Click on 
.
4. A pop-up appears, as shown in the Figure 5-9-1.
5. Enter the number of copies you want to add for this asset.
Note: The number must be between 1 and 100.
6. Click 
to confirm.
Using this feature, you can modify the status of an asset to Leased, Assigned Internally, Sold, and Co-located. You can also assign an asset to an individual client or a client under a corporate account
To change the Asset Status:
1. Open the View Asset Details (Active) page.
2. In the View Asset Details (Active) page, select an asset by checking against the Name, as shown in the Figure 5-7-1.
3. Click on 
.
4. A pop-up appears, as shown in the Figure 5-10-1.
5. Select a status from the drop-down menu, as shown in the Figure 5-10-2.
Note: There are four types of status: Leased, which means on lease to client; Assigned Internally, which means assigned to the internal staff for use; Sold, which means sold to client, and Co-located, which means client property lying in your premises.
6. Click .
7. Add Status Information page opens depending on the status. In the Figure 5-10-3, Leased is selected as a status.
8. Enter information in the following required fields, as shown in the Figure 5-10-3:
Required Fields |
|
Field |
Description |
|
Account ID |
An account represents an
organization. Click |
|
Name of the Client |
Choose the name of the client by
clicking |
|
SLA Type |
Select the SLA Type from the drop-down menu. |
|
SLA Name |
Select the SLA Name. |
Note: Status, Asset ID, and Asset Type fields are entered by default.
If you want to select an individual profile, you can leave the Account ID field blank. If you want to select a client under a corporate account, you have to first fill the Account ID field.
9. You can also add information in the following optional fields.
Optional Fields |
|
Field |
Description |
|
Installation Location |
Location where it is installed. |
|
Date Of Shipment |
Select the date of shipment of
the asset by clicking |
|
Warranty Start and End Date |
Select the start and end warranty date. Please note that the end date should always be greater than the start date. |
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Date Of Installation |
Select the installation date of the asset. |
10. Click 
to update the status of an asset in case of
lease.
Note: The display button changes according to the selected status.
Tip: Click 
to undo the changes.
You can search for an asset based on various fields using the Find option.
To find an asset:
1. Open the View Asset Details (Active) page.
2. Enter the asset information in the Find box and then select the corresponding field from the drop-down menu, as shown in the Figure 5-11-1.
Note: If the Find box is not
visible, click Find 
.
3. Click 
.
4. The search results will be displayed, as shown in the Figure 5-11-2.
.
A pop-up appears. Click on Account to choose the Corporate Account ID. 
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