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 […]
LapSafe Integration
In this guide we will cover: – Enabling the LapSafe Integration – Configuring the Integration – Creating Actions – Using LapSafe in Halo The LapSafe integration can be used to organise locker bays and their corresponding codes for drop-off, collection and swaps. Codes and locations can be emailed out to the user to open the […]
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 […]
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 […]
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 […]
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 […]
