Asset Types
    • 05 Sep 2023
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    Asset Types

    • PDF

    Article summary

    The screen shown below allows you to customize your asset types and to add new ones.

    Add a new asset type

    1. Click Upload icon on the first line of the table to add a custom icon. If you don't add an icon, SysAid will use the same icon as for the Other asset type.
    2. Enter the name for the asset type in the first line of the table.
    3. Click Add.
    Recommended icon size is 32x32 px

    Edit an existing asset type

    You may also change the icon used for any of the existing asset types using the appropriate Change icon button, and you can change the name of any existing asset type using the appropriate Change caption button. You can delete any existing asset type using the appropriate Delete button (only for as
    set types that you've added).

    Define default Location, Department, and Company values

    Define default values for the Location, Department, and/or Company in the relevant right-hand column.
    Assign these default values per each asset type, as desired. 

    The original value of this field is defined according to the Automatically set Asset Owner checkbox (under Settings > General).

    If your account had this checkbox selected, all the asset type table entries will have the Same as owner value.

    If the checkbox was unchecked, the original value of this column is automatically set to "None". 

    Select one of the following options for each asset type, as needed: 

    • None
    • Same as owner 
    • Set Manually 

    If the selected option is Same as owner, the logic of defining the owner is the same as was previously used for the Automatically set Asset Owner (the user who logs in five consecutive times) is automatically defined as the owner.

    Once the owner is updated, the location, department, and company are also retrieved from the same user, when available. 

    If the selected option is Set Manually, fill in the relevant fields in the matching popup. If no field is updated in the popup, the selected value will be reverted to the previous one. 

    Once one or more of these fields were filled in and the popup is confirmed, hover over the tooltip (i) to see the entered values.

    Click the ellipses button SharedimagesEllipsesbuttonEllipsesbutton4.jpg to re-open the popup and edit the selected values.

    Setting the default values at the asset type level only affects new assets.

    Any value that is defined at the asset level (whether by default or not), takes precedence over settings defined per asset type.

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