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 […]

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 […]

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 […]

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 […]

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 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 […]

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 […]