Managing AssetTrack data fields
AssetTrack installs with a set of default data fields. These are the standard fields as they relate to asset records that are useful for most asset types. Additional custom fields can be created using the Management Console to extend AssetTrack to manage additional asset data.
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AssetTrack Default Fields
These are the built-in asset fields within AssetTrack. These fields cannot be removed from the system, however, they can be reconfigured with new labels, patterns and other business rules to match your business requirements.
Field | Type | Definition |
---|---|---|
Acquire Date | Date | The date the asset was acquired by your organization, typically set at receiving time. |
Asset Name | String | A human readable name for the asset. |
Asset Tag | Key | A unique identifier of the asset. If your organization uses asset tags, this is the value on the barcode sticker you affix to each of your assets. Asset tag values should never change, as this is the key by which the asset is tracked through the lifecycle. |
Asset Type | GUID Hierarchy Reference to the AssetType table. | The categorization of your assets. This is an important topic to consider when configuring AssetTrack, as using Asset Type is an important part of reporting. For example, you might classify desktop computers as “Desktops” and a laptops as “Laptops”. Asset Types can be defined as a "hierarchy," meaning you can group Asset Types into multiple levels, such as "Computers > Desktops" and "Computers > Laptops." By defining an Asset Type hierarchy, you can run a report on all "Computers," which would include both desktops and laptops. Example of a two-level hierarchy separating IT Equipment Asset Types from Furniture Asset Types:
You can create as complex of a hierarchy as you wish, however, we recommend you keep the asset type hierarchy as simple as possible to ease management of the data.
|
Assignee | Guid Reference to Assignee table. | The end user responsible for an asset, often relabeled to "User" or "Contact" by our customers. When you assign an asset to an employee, you update the Assignee field. This is a reference to the Assignee table. |
Assignee2 | Guid Reference to Assignee table. | A second Assignee available to be assigned to this asset. Often the "maintenance assignee" or "supervisor" of the asset. |
Comments | String | Any comments to be attached to the asset record. |
Cost | Money | The cost of the asset when purchased. |
Cost Center | Guid References the Cost Center table. | The cost center financially responsible for the asset. |
Custom Key 1 | String | A unique additional key that can be attached to the asset and used a scan lookup value. This field is good for storing other asset tags from previous inventory applications. |
Custom Key 2 | String | Same as above. |
Host Name | String | The network host name of the asset. |
Lease End Date | Date | The date upon which the lease associated with an asset expires. |
Line Item Number | Integer | |
Location | Guid Hierarchy Reference to Location table | The physical location of the asset. Like Asset Types, Locations can be tracked as a hierarchy, so that there are multiple fields used to track physical location. |
MAC Address | String | The MAC Address of a networked asset. You can optionally track assets by MAC Address. Some asset types such as IP phones have MAC Address barcodes on them which can be scanned to locate and update the asset record. |
Manufacturer | Guid Reference to Manufacturer table | The Manufacturer of the asset. The Manufacturer of an asset is associated with the Model associated with the asset. If the Model of an Asset is "Latitude D430," then the Manufacturer is Dell. You can run reports to find all assets from a given Manufacturer. |
Organization | Guid Hierarchy Reference to Organization table. | The organization responsible for the asset. Consider this the department or group within your company who owns the asset. Like Location and Asset Type fields, the Organization field can be configured as a hierarchy. By default, there is only one configured level of the Organization field. Additional "levels" of the hierarchy can be configured using the Management Console. |
PO Number | String | The purchase order number used to purchase the asset. |
Product | Guid References the Product table | The model of the Asset. This is the model number such as "Latitude 7000" or "Macbook Air 2013." |
Serial Number | Key | The manufacturer serial number of the asset. This is a key field which may be used to lookup an asset using a scanner or lookup control. |
Status | String Picklist | The lifecycle status of the asset. (e.g Received, Installed, Stored, Disposed). |
Service Status | String Picklet | The service status of the asset while it's in use. (e.g. Production, Backup, Disaster Recovery) |
Stockroom | Guid References the Stockroom table | |
Vendor | Guid References the Vendor table | The vendor that supplied the asset. |
Warranty End Date | Date | The warranty expiration date of the asset. |
Creating Custom Fields
Additional custom fields can be added to this list using the Management Console. Create custom fields using the process below.
Create fields wisely
There is no limit to the number of custom fields that can be added to AssetTrack. However, keep in mind that the more fields you have, the more data you have to manage. Keeping the field list to a minimum makes it easier for users to comply with your process. It is essential that you define your reporting requirements first to ensure you have all the data needed in AssetTrack to support the business objectives.
- Open the Management Console. See The Management Console for information on accessing the console.
- Open the Form Designer
- Double click any form. You must open the Form Editor in order to see the Field List.
- Right click on the top Asset in the Field List.
- Enter a new Field Name with no spaces.
- Choose the new field data type.
- Press OK. AssetTrack will take a moment to add the field to the Field List.
- Select the new field from the Field List.
- Use the Properties Panel below the field list to set the field alias (the default label to display to the user on Task Forms) as well as other properties including the Field choices (a.k.a. Pick List), as the scan pattern to apply when using a barcode scanner.
After you have completed creating your new custom field into the field list, you must recycle the API application pool for AssetTrack in the IIS. Or, you can type into your web browser https://localhost.amitracks.com/api/clearcache. If successful, this message will appear.
{"message":"all cache's cleared"}
If you do not, data collectors trying to access the form will get a 500 error and not be able to access the form.