Asset management is an essential part of any organization, as it helps to ensure that critical assets are being used effectively and efficiently. However, managing assets can be a complex and time-consuming task, especially when you have a large number of assets to keep track of. That’s why many organizations are turning to AssetIT, a powerful asset management tool that integrates with Jira. In this guide, we will explore why you need to use AssetIT and how to manage assets on AssetIT.
1. Why you need to use AssetIT for Asset Management
There are several reasons why you need to use AssetIT for asset management. First, AssetIT allows you to easily track and maintain all of your assets in one central location. This makes it easy to see the status of each asset, such as how many are in use, how many are in storage, and how many have been retired. Additionally, AssetIT allows you to easily collaborate with team members, so everyone can stay informed about the assets they are responsible for.
Another benefit of using AssetIT is the ability to generate reports. With AssetIT, you can easily create reports that show the status of your assets, including how many are in use, how many are in storage, and how many have been retired. This can help you to identify trends and make decisions about how to best manage your assets.
Finally, AssetIT integrates seamlessly with Jira, allowing you to link assets to Jira issues. This makes it easy to see the status of assets in the context of your projects and tasks, which can help you to manage assets more effectively.
2. How to manage assets on AssetIT
In this section, we will discuss how to manage assets on AssetIT, including how to create new assets, edit existing assets, check in and check out assets, and link assets to Jira issues.
- What is an Asset in AssetIT
An Asset in AssetIT is any physical device, data or other components that supports information-related activities. An Asset is associated with an Asset Tag which is unique and will be used to generate a barcode or QR code, so that you can scan it to check the location and information of that Asset.
You can navigate to All Assets by going to Assets menu item
- How to create new assets
To create a new asset in AssetIT, you will need to log in to the AssetIT web app. Once you are logged in, you can click on the “Assets” button in the top navigation bar. In the Assets screen, click on “Create New” button to navigate to Create New Asset screen
In Create New Asset screen, input all Asset related properties and information.
All the fields with red star-prefixed are mandatory
You can also click on New buttons for shortcut creation
Finally, click on “Submit” button to save the Asset
Or you can import Assets from a CSV file
AssetIT support users to import their assets from a CSV file. You can download the sample CSV file format from the import dialog
- How to edit an asset
In the Assets screen, click on Edit button to update a specific asset
Edit an Asset is similar to Create, ensure that all the mandatory fields are filled in and then click on Submit to save your update
- How to check in and check out assets
When you checkout an asset, license or accessory, you’re marking them as being in the possession of someone else. This means that they cannot subsequently be checked out to another person until they are checked back in. This prevents “double-booking” assets, where one asset has been promised to or assigned to multiple people.
- Checkout an Asset
From Assets screen, in Checkin/Checkout column, click on Checkout button
You will be navigated to Checkout Asset screen.
Fill in all necessary information, assign the selected asset to a user. You can also update the Asset status from here.
Click on Submit to checkout the asset
- Checkin an Asset
From All Assets screen, in Checkin/Checkout column, click on Checkin button
Similarly, you will be navigated to Checkin Asset screen.
Fill in all necessary information and click on Submit to checkin the asset.
- Link assets to Jira issue
From the version 1.1.0-AC AssetIT supports linking assets to Jira issue.
You need to have Asset custom field and already configured the field on Issue Screens.
Please follow this guide to add Asset field to Jira project
For company-managed project add-additional-asset-fields
For team-managed project link-an-asset-to-a-request-in-team-managed-projects
Once you have the Asset field, you can open it from Create Issue dialog or on the right panel of the issue details screen
From Create Issue
From the Asset field, search and select one or multiple assets by names
On the right panel
Click on Link asset to open the panel, search for asset by name and add into the issue
In summary, Asset Management in Jira is a powerful tool for tracking, maintaining, and reporting on the status of assets within your organization. With AssetIT, you can collaborate with team members, generate reports, and manage the lifecycle of your assets effectively.