Asset Fields

Configuration > Asset Management > Asset Fields Asset fields are additional details of assets such as the model, serial number, etc. They can be added to an asset type within the "field list" Tab of an asset type. Asset fields are created in the asset management module of the configuration. Check out this guide, which […]

Asset Statuses

Configuration > Asset Management > Asset Statuses Asset statuses can be configured in the Asset Management module of the config. They are the different statuses you can give to an asset such as "Active", "Inactive", in order to describe the current state of an asset. A status can be set on each asset from the […]

Asset Relationships

Configuration > Asset Management > Asset Relationships Asset relationships are sparsely used but mainly used in change management, should an asset require changes the relationships will show what other assets depend on that asset. Relationships can be created under the Asset Management module of the config. To add relationships to assets this can be done […]

Asset Types

Configuration > Asset Management > Asset Types An asset type is the generic description of an asset such as: Laptop, Mobile Phone, Monitor. These can be created in the Asset management module of the config. Check out this guide on our Support Portal, which can also be found on the HaloPSA Academy: Asset Types/Groups HaloPSA Academy […]

User – Asset Relationships

Configuration > Asset Management > User – Asset Relationships These are used to describe the correlation between the Assigned User and the Asset. Examples include, "Maintained By", or "Operated By", or perhaps "Made By". Check out the guide, which can also be found on the HaloPSA Academy: Asset Management Introduction HaloPSA Academy – Asset Management Introduction […]

Software Licensing

Configuration > Asset Management > Software Licencing Check out the guide, which can also be found on the HaloPSA Academy: Asset Management Introduction HaloPSA Academy – Asset Management Introduction Software Licencing Field Type Description Show software changes on the Asset change history Checkbox When selected, all changes made to software licences on an Asset (done on […]

Asset Templates

Configuration>Asset Management>Asset Template This guide covers the creation and use of Asset Templates: Guide Details Field Type Description Asset Type Single Select Asset Types (Which is a module found within Asset Management Config) are used to define the category which the asset falls under a type can be i.e. laptop, server, tablet, etc… Asset Number Integer […]

Resource Booking

Configuration > Asset Management > Resource Booking Configuration > Calendars & Appointments > Resource Booking Check out the following guides for more information on Resource Booking: Asset Resource Booking Agent Resource Booking Field Type Description Configure Asset Types Button This will open up the menu for creating and editing Asset Types. This is the same […]

Asset Groups

Configuration > Asset Management > Asset Groups Asset groups are used as a means of collating assets of different types. For example, you may store Assets of type Firewall, Switch & Router in Halo – in this case you may want to create a 'Networking' asset group. As Assets can be seen as instances of […]

General Settings

Configuration > Asset Management > General Settings Check out the Academy guides on our Support Portal, which can also be found on the HaloPSA Academy: Asset Management Introduction HaloPSA Academy – Asset Management Introduction General Settings Field Type Description Asset Tag must be unique Checkbox When selected, the Asset Tag (Asset Number) for an Asset must […]