Asset Custom Buttons
In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button – Restricting Visibility (v2.182.1+) Admin Guides: Custom Buttons Related Guides: Custom Buttons What is a Custom Button? Custom buttons are a way of adding your own functionality into areas of Halo. They can be used to open a […]
Batch Updating Asset Fields
In this guide we will cover: – Batch Updating Asset Fields Admin Guides: Asset Fields Related Guides: Asset Fields Custom Fields Batch Updating Asset Fields Asset fields can be batch updated together when viewing a list of assets. This is useful for keeping assets up to date as their technology changes, for instance which software […]
Customising the Agent Application
In this guide we will cover: – Switching to the New UI – Ticket Type Configuration – Action Configuration – SLA Configuration – Agent Configuration – Custom Tables Configuration – Dashboard Configuration – Advanced Settings Configuration Admin Guides: Actions Advanced Settings Agents Dashboards Service Level Agreements Ticket Types Related Guides: Altering Ticket Types Custom Tables […]
Asset Management
In this guide we will cover: – Viewing Assets – Asset Overview – Configuring Assets – Barcode Scanning – Asset Fields and Custom Fields Admin Guides: Asset Fields Asset Groups Asset Relationships Asset Statuses Asset Templates Asset Types General Settings (Asset Management) Related Guides: Access Control Restricting Asset Access Viewing Assets To view a list […]
Access Control
In this guide we will cover: – What is Access Control? – Setting Access Control – How Access is Shown – Reassigning Access Control (v2.180.1+) What is Access Control? Access control is a method of administrator agents allowing non-administrator agents the ability to view, or view and edit, areas within the configuration. This allows agents […]
Device Change History
In this lesson we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets The Asset Catalogue Tracking Device Change History Within your "Assets" area, you can track changes made to […]
Asset Types/Groups
In this lesson we will cover: – How to create an asset group – Assets vs items – How to create a new asset Type To see what each setting against an asset type does, check out the associated admin guides: Admin Guides: Asset Types Asset Groups Configuring asset types and groups in Halo will […]
Asset Views
In this lesson we will cover: – Asset Lists and Key Fields – Column Profiles – Related Assets Column Profile – Changing the display name of an Asset Associated Admin Guide: Asset General Settings In this lesson, we will look at the different ways that the list of assets can be presented & the different […]
Asset Fields
In this lesson we will cover: – Creating Asset Fields – Creating Custom Fields for the Asset Entity – Difference between Asset Fields and Custom Fields for Assets Admin Guides: Asset Fields Related Guides: Batch Updating Asset Fields Asset fields correspond to the different pieces of data you care to track against an Asset of […]
Agent Resource Booking
In this lesson we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly from HaloPSA & allows Customers to find a suitable time to […]
