Keeping an accurate inventory of equipment and IT assets supports accountability, budgeting, and planning.
Steps
- Navigate to the Equipment or IT Assets section.
- Click New Equipment or Add Asset.
- Enter the details:
- Asset name or description
- Category (laptop, projector, furniture, etc.)
- Serial number or asset tag
- Purchase date and cost (if known)
- Current status (In Use, In Storage, Under Repair, Retired, etc.)
- Assigned person or location (if applicable)
- Save the record.
Tip: Include enough detail so that anyone on the team can identify the physical item later.