Add an asset

Three ways in, one form, and a tag the register reserves for you before you type anything.

GuidesiPhoneA minute per machine

Before you start

  • The machine itself, if you can get to it. A serial read off the label beats a serial typed from an email.
  • Nothing else. The form asks for very little on purpose, and the record can be finished later at a desk.

  1. Start from the ＋ on Assets

    On screen＋

    It is alone in the top right of the Assets tab. What opens is not the form, it is a chooser: the register reserves the next tag first, then asks how you want to identify the machine. You can change or add anything afterwards.

    The Manifest Assets tab: Assets, People and Consumables across the top, a search field, an Everything and need-attention filter, and the register listed by tag
    The Assets tab. Three registers behind one search field.

  2. Pick how you are going to identify it

    On screenScan the asset tag · Photograph the serial · Enter it by hand

    Scan the asset tag reads a printed tag or barcode, and it is checked by the code's own digits, so there is nothing to re-read. Photograph the serial reads the serial off the label and makes you confirm it before anything is saved. Enter it by hand is for no barcode, no label, or no camera. The tag is reserved for you either way.

    The Add an asset chooser on iPhone, offering Scan the asset tag, Photograph the serial, and Enter it by hand
    Three ways in. The tag is reserved whichever you pick.

  3. The form asks for less than you expect

    On screenASSET TAG · SERIAL · MAKE · MODEL · KIND · STATUS · SITE

    Asset tag is filled from this device's own block, so two people adding machines in different rooms cannot collide. Serial is offered next, then make, model, kind and status, and a site. Make and model carry buttons for the ones this register already uses, which is faster than typing and keeps the spelling consistent.

    The New asset form on iPhone: an asset tag assigned from this device's block, a serial field, make, model, kind and status, and a site
    The New asset form, and the short list it actually asks for.

  4. Add it, and expect it back on Home

    On screenADD TO THE REGISTER

    ADD TO THE REGISTER writes it. Note what the form did not ask for: a holder and a warranty date. Those are the two things that make a record finished, so a machine added at a rack lands on Home under the unfinished card with FINISH beside it until somebody supplies them. That is deliberate. Neither is guessed on your behalf.

  5. Photograph it while you are standing there

    On screenPhotographs

    Open the record and use Photographs. On a phone holding its own register the pictures are kept with the record on the handset; where there is a Mac or a cloud workspace to send them to, each file carries its own standing, and Settings → Files is the queue that tells you whether everything captured has actually landed.

    A Manifest asset record on iPhone: STRK-0003 and its status, Verify and Flag, a warranty gauge, a Photographs row, and the Identity and Assignment groups
    One record, opened. Ceremonies on top, cover next, fields underneath.
NextFind an asset in the registerOne search field, three registers behind it, and a filter that answers the only question you usually have.

Stuck on a step, or a screen here does not match the one in front of you? Write to support@depaloconsultingllc.com and say which step. The app moves faster than this page does.