Device Change History
In this guide 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 […]
Introduction
Asset Management in HaloPSA will allow you to store & organise your managed devices, track detailed information against your Assets & assign Assets to Tickets for Incident/Request volume analysis per Asset. Check out the "Asset Management" FAQ Group on the Portal for detailed descriptions of asset configuration settings (Fields, Types, General Settings). Terminology Before we […]
General Procedure for Integrating with an RMM
In this guide we will cover: – Connecting via the API – Mappings Custom Fields Trouble Shooting Using the Developer Tools Ticket Type Email Rule The commonly used RMM's will have detailed guides of how to integrate with Halo. This below guide goes over the general procedure for integrating with any RMM tool. There must […]
Asset Template Creation
In this guide we will cover: – What is an asset template? – How to create and use an asset template What is an asset template? Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset […]
Iframe Custom Tabs on Assets
In this guide we will cover: – How to create a new custom tab for an Iframe – How to apply this custom tab to an asset type Using Iframes within custom asset tabs will allow you to view an external site/page from within your asset. Configuring the Custom Tab To add custom tabs to […]
Asset Types/Groups
In this guide 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 guide 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 guide, we will look at the different ways that the list of assets can be presented & the different […]
Asset Fields
In this guide 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 […]
Restricting Asset Access
In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings. Fig 1. Asset Permission type Use […]
Assets Vs Items
In this guide we will cover: – The difference between assets and items/products in Halo Assets Vs Items An Asset can be thought of as an individual instance of an Item/Product, whereas a product is a collection of assets that have not yet been serialised/individualised. Items/Products (the term 'Item' & 'Product' are interchangeable in HaloPSA) […]
