Customer Learning Center

In the learning center, you will find resources to help you make the most of your trial period and to reference while using AssetAware on a daily basis

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Getting Started

Using AssetAware is easy as one…two…three!

STEP ONE

Set Up

When you activate your instance of AssetAware and log in for the first time, the only administration work you need to do is define your sites and asset classes.  All other field values can be added dynamically.

Step 1 Video:

 Creating Sites and Asset Classes

Sites and Asset Classes are free form fields so name these however you would like. Maybe you already have a naming convention or would like to implement a new one.

STEP TWO

Add Assets

After you define your sites and asset classes, you can start adding assets into AssetAware. Take advantage of the different methods to register assets for your initial load and whe you purchase new assets in the future.

Step 2 Videos: 

Registering Assets Manually

Registering Assets by Importing a File

Registering assets manually is most common because users find it easy to go around and scan their current assets, but if you have a spreadsheet of current assets, follow the guide for registering assets via importing a file.

STEP THREE

Change Owner, Location, & More

It is quick and easy to update assets as they undergo changes like changing owner, moving locations, or going offline. You can change asset details or add information to assets you didn’t enter during registration.

Step 3 Video: 

Updating Assets

Not only can you change owner, location, purchase price, etc., you can also move assets online or offline. Simply find the assets you want to move online/offline and choose the appropriate action in the drop down.

Downloads

Advanced Offline Asset Management

*optional, but recommended

Why would you need offline IT asset management? Watch a video for an introduction to the importance of standardizing offline activity.

Automating Offline Asset Workflows: For Groups of Assets

Asset paths standardize how assets move through various offline processes. Itineraries are created to group assets together and force them down a predetermined path.

  • Primarily used for end of life, but can be created for any offline workflow
  • Set up predetermined methods for handling assets
  • Gain visibility into process, audit trail

Examples: hard drive destruction, computer onboarding, legal hold and more.

Videos: 

Creating and Using Asset Paths

Creating and Using Itineraries

Automating Offline Asset Workflows: For Individual Assets

Asset workflows are used for when you want to standardize how offline assets behave during a certain process.

  • Assets move through workflows at their own pace
  • Asset workflows are associated with an asset class

By having them follow a predetermined workflow, you can ensure assets complete each stage during the workflow and no asset gets left behind.

Example: A hard drive fails and is managed a certain way prior to being grouped with other hard drives to be destroyed.

Videos:

Creating Asset Workflows

Using Asset Workflows

All Videos

Creating Sites and Asset Classes

Creating Users and User Groups

Register Assets Manually

Register Assets by Importing

Browsing Online Assets

Browsing Offline Assets

Updating Assets

Asset Paths

Itineraries

Creating Asset Workflows

Using Asset Workflows