Manage devices

A device register keeps track of the physical devices 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 devices in Trelica, you can:

• Keep track of each device's status, location and assignee. 
• Report on the devices that are due to be reconditioned or replaced.
• Configure automated workflows to manage reconditioning or replacing devices. 
• Identify devices 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 Device register is not available, enable the feature from Admin > Settings > Devices.

Populate the device register

You can populate your Device register automatically by importing device 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 Device register is updated automatically.

Alternatively, you can import device 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 device details automatically. 

You can also add devices to Trelica manually and record additional details against devices imported from an integration or spreadsheet. 

For more information, see Add or import devices. 

Manage devices

You can view your devices from the Device register. By default, all devices other than those that have been retired are listed. You can filter the list by device status, assignee, type and other parameters. Use the default views to identify devices that are due to be replaced or devices that are currently assigned to people that have left or will soon leave your organization. 

You can use the Device register to record additional details such as the device 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 device suppliers, such as Dell.

You can also record the status of each device, such as whether it has been deployed or is out for repair, and report on devices that are due to be replaced or that need to be recovered before people leave your organization.

For more information, see Update and deploy devices. 

Next steps

To start keeping track of your devices, populate your Device register by connecting to an external system or by importing or adding details manually.