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 will bring up the full list of assets. These are filtered by type and group. Some examples of asset types […]

Asset Management

In this guide we will cover:– Key Asset management elements – Creating Assets via barcode scanning  – Merging Assets Related Guides: Custom Fields Asset Catalogue Key Asset Management Elements 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 […]

Restricting Asset Access

In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings.   Fig 1. Asset Permission type Use […]

Asset Resource Booking

In this guide we will cover: – Asset Resource Booking Configuration – Ticket Type Configuration Resource booking for assets is a feature of Halo that enables your end-users to book shared resources themselves, such as laptops or desk areas, via the self-service portal.  The resource booking feature also allows for end-users to book appointments with […]

Assets Vs Items

In this guide we will cover: – The difference between assets and items/products in Halo Assets Vs Items An Asset can be thought of as an individual instance of an Item/Product, whereas a product is a collection of assets that have not yet been serialised/individualised. Items/Products (the term 'Item' & 'Product' are interchangeable) are the […]

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 […]