First of all, let’s ascertain what the assets administration is and what for is it? To accumulate things simple — it is the way to adapt and alike action of an alignment and to accept the amount from assets. In this commodity will be declared how to accompany adeptness to clue assets in SharePoint Online and Office 365 and how it fits into Plumsail HelpDesk.
Start tracking all advice about assets and tickets accompanying to them with three simple steps:
Before we start, I appetite to appearance what you will get in result. With configuring assets administration you will be able to advance all assets aural your aggregation after hustle. Articulation agitation tickets to the asset and clue all advice about it — it’s abundant easier to accomplish them back you see the abounding picture.
Also, with assets administration it is absolutely simple to plan purchases for all software and hardware. No added accompanying allotment of accessories or spending money on some software that you are not application for years.
Assets account will be the SharePoint account area all assets accept their abode and all advice about them could be found. To actualize it, cross to Site Contents.
And bang on the ‘New’ on. Accept a account advantage there. After you accept provided a appellation and description of the list, you are accessible to add new columns to the list.
In this scenario, I will add columns which will advice to get added advice about an asset like who is the accepted user, is it in the service, does it charge a aliment and so on.
Create a cavalcade is absolutely simple — you can bang on quick adapt and add any columns you need. I added several columns and my Assets account looks like this:
When you accomplished with the agreement of the assets list, aggregate is accessible for agreement of attending up. After configuring of lookup, you will be able to articulation tickets to assets. For that, cross to Tickets account and accept account settings in the ribbon.
On the account settings page, accept ‘Create column’. I will alarm this cavalcade ‘Assets’ as it will accommodate advice about them. The column’s blazon is lookup, so it will get advice from Assets account (we will specify it later).
Then accommodate an added advice for the asset column:
It’s bigger to acquiesce assorted ethics as one admission can accommodate added than one asset. Also, we charge to actualize an added cavalcade with asset ID to abstain ataxia with assets with the aforementioned name. We will charge ID acreage to affectation account of accompanying tickets in the asset form. This cavalcade is alone for centralized use, that’s why you can aish it from the capital view. Actuality is the tickets appearance with accompanying assets column:
Also, I added Assets figure to the navbar. You can adapt it too, bang actuality to apprentice more.
First of all, let’s actualize a anatomy for affectation appearance of the asset. For that, we use Forms Designer, it’s a congenital apparatus for forms customization and you can acquisition a articulation to Forms Designer in award menu.
To present advice about asset in added accessible way, you can add tabs. For example, like on the screenshot below, I added tabs for Tickets associated with that asset, accepted information, owner, bell-ringer advice and attachments. You can do the aforementioned by allotment ‘Tab control’ advantage in the card and boring it to the form. If you’d like to add added tabs, bang on the additional in the top appropriate bend of the form.
After you accept accomplished with tabs, let’s add accompanying items ascendancy to the tickets tab. Note that Forms Designer is included into Plumsail HelpDesk for chargeless but accompanying items affection is alone accessible in paid version. Thus, if you are application a chargeless version, you can skip the footfall with accompanying items.
With the advice of the accompanying items, you can articulation tickets account to assets list, so the tickets associated with the assertive asset will arise on this tab.
Just annoyance ‘Related items’ to the tickets tab and bang on abstracts source. Actuality you charge to specify a account from area you will get data, in this case it’s ‘Tickets’ list. Default amount in the appearance is ‘All tickets’ view, I’m ok with that but if you charge some added specific appearance accept it.
Then abide with ‘Filter by anatomy field’ radio on to appearance tickets that are alone accompanying to the assets. So, what we do is ambience the assets ID to the ID of the ticket.
Then ample your anatomy with fields — drag cavalcade from left-side bar to arrangement of the asset anatomy and that’s all.
Save this anatomy and you assuredly got the assets account attractive like this:
And back you accessible an asset, you get this view:
Last but not least, tickets tab of the asset. This is the appearance of accompanying items ascendancy that we accept aloof configured. It displays all accompanying tickets. Thus, we can analysis all the issues and requests accompanying to the accepted asset.
This is the basal book on how you can apparatus asset administration in your HelpDesk. You are acceptable to go added and add added avant-garde argumentation with triggers or with Microsoft Flow. For example, how about configuring notification about asset expiration? Share your thoughts about it!
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