An asset register keeps track of the physical assets in your organization, such as laptops, computer displays and network equipment, and the people to whom they have been assigned.
By recording details of your IT hardware and other assets in Trelica, you can:
- Keep track of each asset's status, location and assignee.
- Report on the assets that are due to be reconditioned or replaced.
- Configure automated workflows to manage reconditioning or replacing assets.
- Identify assets that are currently assigned to people that are leaving or have left your organization so that you can recover them as part of your offboarding process.
If the Asset register is not available, enable the feature from Admin > Settings > Assets.
Populate the asset register
You can populate your Asset register automatically by importing asset details from an endpoint or device management system, such as Jamf Pro or Microsoft Intune. When you connect Trelica to one or more external systems, your Asset register is updated automatically.
Alternatively, you can import asset details from an Excel spreadsheet or .csv file. This is useful if your existing system does not expose an API that Trelica can use to import asset details automatically.
You can also add assets to Trelica manually and record additional details against assets imported from an integration or spreadsheet.
For more information, see Add or import assets.
Manage assets
You can view your assets from the Asset register. By default, all assets other than those that have been retired are listed. You can filter the list by asset status, assignee, type and other parameters. Use the default views to identify assets that are due to be replaced or assets that are currently assigned to people that have left or will soon leave your organization.
You can use the Asset register to record additional details such as the asset serial number, purchase date and lifespan, as well as any custom attributes that are relevant to your organization. You can also import additional details from certain asset suppliers, such as Dell.
You can also record the status of each asset, such as whether it has been deployed or is out for repair, and report on assets that are due to be replaced or that need to be recovered before people leave your organization.
For more information, see Update and deploy assets.
Next steps
To start keeping track of your assets, populate your Asset register by connecting to an external system or by importing or adding details manually.
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