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 […]
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 […]
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 […]
Linking Assets
A guide to linking assets to tickets, users, sites and other assets. Related Articles: Asset Management Assets – The Basics In this guide we will cover: – How to Link an Asset to a Ticket – How to Link an Asset to a User or a Site – How to Link to a User/Parent/Child Asset […]
Asset Resource Booking
Activate the Resource Booking module from Config > Asset Management. This will open up a new tab on the Asset Type details screen for resource booking, which will allow you to activate resource booking for an Asset type and contains all settings relevant to resource booking. Resource booking hours will allow you to choose a […]
Software Licensing
Guide to enabling and using Software License management in Halo Halo provides the ability to easily manage software licenses among your assets and across all of your customers. Enabling Software Licensing First, head to Configuration > Teams & Agents > Roles > Select your role, e.g. "Administrator" > Permissions, and make sure that you have […]
Event Management
In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]
