Re-Allocate Assets

Overview:

Using the Asset Explorer, currently allocated assets can be allocated to other HelpSTAR Objects. The Asset Explorer window will display a tree-view of all assets in your organization, grouped by allocation, as shown below.  You can use the Asset Explorer to find your asset and re-allocate from here.

1. Ribbon Toolbar:

Create:

Manage Assets:

•  View Properties: View the Asset Properties of the item selected in the Asset Tree-View.

• Allocate: Allocate the selected item to a Company, Department, User, Asset, or to Inventory.

• Retire: Retire an Asset.  Note:  This will not delete the Asset; it will remove it from views/search results.  To delete the Asset, see Restore Asset.

Find Assets:

• Quick Find: Find a specific asset by using this feature.  When selecting this option, you will see the following appear beneath the toolbar:

Enter the criteria to search for the asset in the Asset Tree-view.  If there is more than one item containing the search text, pressing "Find Next" will search for the next item matching your search criteria.

• Filter: Filter and view specific assets in this to view.  When this option is selected, the following window will appear beneath the toolbar:

You can "Search By" by the following:

• Name
• Tag
• Serial Number
• Bar Code
• Product
• Vendor
• Cost
• Acquisition Date
• PO Number
• Allocated to Company
• Allocated to User
• Allocated to Asset
• Allocated Inventory

You can specify that the "Match" should either contain, start with, end with, or equal the "Value" that you entered

Once you press the Find button, the Asset Tree-view will only contain the results of your filter.

2. Asset Tree-View:

This section allows you to view all assets in your organization, grouped by allocation.

3. Asset Information:

This section displays assets that are allocated to the item selected in the Asset Tree-view.

To Re-Allocate an Asset

Once you have located an asset using the Asset Explorer, highlight the asset and perform either of the following:

1. Click on the Allocate button.  A drop down will appear prompting you to specify which HelpSTAR object to allocate the item to.

2. Or, right click the asset in the Asset Information pane.  Select “Allocate” and choose the HelpSTAR object to allocate the item to.

See Also:

Adding a New Asset

Restoring an Asset

Manage Existing Assets

Asset Explorer

Asset Privileges