Asset Tab

The main asset information is added to the asset at the Asset tab. This tab is automatically brought to the front when you place the Assets form in Add mode.

  1. Asset Number (required)/Asset Auto-Numbering OFF: If Asset Auto-Numbering is OFF for the division, enter the asset number in this field. The asset number must be unique within a division.

 

  1. Asset Number/Asset Auto-Numbering ON: If Asset Auto-Numbering is ON for the division, the asset number will be automatically entered in this field by the system.

  1. Owner (optional): to associate an assignee with this asset, click the drop-down arrow in this field and select an assignee from the list that appears. For more information about assignees see "Assignees".
  2. Site (optional): to place the asset in a default location, select the site.
  3. Location (optional): select the site's location where the asset will reside.
  4. Serial Number (optional): enter the asset's serial number in this field, if applicable.
  5. RFID Tag Number (available if the asset’s item uses RFID) (optional): the asset’s RFID tag number is entered in this field, if applicable (the RFID tag number must be unique company wide).

Note: If your system uses containers, the Location field will contain a container control; for more information about using the container control, see "Container Control". The default location is the site-location where the asset resides when it is in the system. In order for asset operations to be performed on an asset (asset move, asset check out, asset reservation, asset maintenance order, and asset calibration order), the asset must be placed in a default location.

  1. Comment: enter a comment about the asset in this field, if applicable.
  2. Retired checkbox: when marked, this asset has been retired from IntelliTrack. The “Retire” function is used to remove check-out items from active status while keeping the asset in the system. When an asset is retired, no asset operations may be performed on the asset, including check out, check in, maintenance/calibration, and asset reservation (see "Retiring an Asset"). Please note that an asset can be placed back into active status (not retired) after it is retired. When unmarked, this asset is not retired. All asset operations may be performed on this asset.
  3. Picture: the asset picture may be displayed in the Picture area of the form; see "Adding an Asset Picture".