- 30 Jan 2023
- 2 Minutes to read
- Updated on 30 Jan 2023
- 2 Minutes to read
The page shown below allows you to customize your asset types and to add new ones.
Add a new asset type
- 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.
- Enter the name for the asset type in the first line of the table.
- Click Add.
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 asset 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 column on the right. 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 entries in the asset types table will have the Same as owner value. In case the checkbox was unchecked, the original value of this column will be "None".
Select one of the following options: None, Same as owner, Set Manually for each asset type, as needed.
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 times in a row 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 to re-open the popup and edit the selected values.
Setting the default values at the asset type level affects only new assets. Any value that is defined as the Asset level (either defined by default or not), takes precedence over settings defined per asset type.