The Asset Catalogue

A complete guide to linking assets to tickets and users, viewing and exploring your asset catalogue. Related Articles: Asset management. Managing your Users. Clients and Sites. Viewing your Asset Catalogue Heading to the Assets page in Halo will bring up the full list of assets. These are filtered by type and group. Some examples of […]

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 Management

Asset groups, types and fields. Related Articles: Custom Fields Asset Catalogue The "Asset Management" section of the configuration console is the key to effectively sorting and managing your asset. This has 4 sections: General Settings Asset Groups Asset Types Asset Fields Fig 1. The Asset Configuration Area in the View Panel Taking each one in […]

Asset Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing Associated Administrator Guide: General Settings – Assets How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This spreadsheet […]

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 […]