Setting Up People

Asset records have multiple attribute options, many of which are set up as dropdowns including Departments, People, Projects, Asset Types, Manufacturers, Models, Vendors, Accounts, Conditions, and Statuses.

The Setup tab allows users to create the dropdown options for asset metadata dropdown fields.

 

Users may create metadata dropdown options manually with the button, may batch create by importing using the icon, or may use APIs for more advanced integration. See the API section of this document for more details.

 

Users may export the list of dropdown options from each section with the icon.

 

Admin users can delete one or multiple metadata dropdown options with the icon.

 

To edit or delete one dropdown option, click on it in the grid and make the desired changes.

People

 

People are individuals to whom assets may be assigned or checked out to. People details may include:

 

  • Name – This view-only field is what will display in the Person drop-down throughout the application user interface. It is created when the record is first saved and is a combination of: Last Name, First Name, Middle Name, Person ID.
  • First Name
  • Middle Name
  • Last Name
  • Email
  • Job Title
  • Person ID
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Zip Code
  • Phone
  • Mobile
  • Fax

person

If using a supported barcode label printer, Person ID labels can be printed from the People screen.

 

To print labels, check the boxes next to the desired people.

 

Then click the icon and select the desired Printer and Label Template.

 

A preview of the labels to be printed will display in addition to a count of the total number of labels to be printed.

 

Click Print to print the labels.