12 · Assets
The Assets module is the register for physical things you track — laptops, monitors, switches, printers, network gear, anything physical — beyond what RMM covers. It's separate from RMM because most assets aren't reachable over the network or don't run an agent.
Where to find it
Sidebar → Assets or /assets. Requires the assets feature.
Concepts
- Asset — a single physical item with a tag, category, location, status, and an optional assignee.
- Category — type of asset, with an optional auto-numbered tag
scheme. E.g.
LAPTOP-0001,LAPTOP-0002, … - Location — free-text field naming where the asset physically lives. (A separate curated location list exists under Admin → Asset locations; the current create/edit forms still capture location as free text.)
- Assignee — the employee an asset is checked out to. Assets
can also be scoped to a department. An asset may additionally
carry a
customerId(auto-populated when it was created from an RMM device enrolment), though the portal create/edit forms don't expose a customer picker.
Layout
+--------------------------------------------------------------+
| KPIs: Total · In use · In stock · Repair · Retired · Lost |
| Warranty < 30d |
|--------------------------------------------------------------|
| [All][In use][In stock][Repair][Retired][Lost] Cat ▾ Dept ▾ |
| [search…] |
|--------------------------------------------------------------|
| Tag Asset Category Status Assigned Location |
| LAPTOP-42 Dell XPS 13 Laptops In use Mitch London |
| DESK-0014 Standing desk Desks In use — Office |
| NET-0008 Cisco SG250 Network In use — Server |
+--------------------------------------------------------------+
📷 Screenshot placeholder: screenshots/assets-list.png
Asset detail
+----------------------------------------------------------+
| 💻 Dell XPS 13 [↗ Check out] [Edit] [Delete] |
| [In use] [LAPTOP-0042] [RMM · LON-LAP-12] |
|----------------------------------------------------------|
| Serial ABC123 Asset tag LAPTOP-0042 |
| Category Laptops Location London HQ |
| Purchase 2024-04-12 Warranty 2027-04-12 |
| Cost £1,200.00 Assigned Mitch · Engineer |
+----------------------------------------------------------+
| Details (edit panel) | History [+ note]|
+----------------------------------------------------------+
📷 Screenshot placeholder: screenshots/asset-detail.png
The detail page is a summary card, then a two-column layout: an Details edit panel on the left and a History timeline on the right. There are no separate tabs.
Linkage
If the asset is an RMM-managed endpoint it carries an rmmDeviceId
link, shown as an "RMM · hostname" badge on the detail page. The link
is populated automatically when an asset is created from an RMM device
enrolment — there is no manual "link to device" picker in the asset UI.
Creating an asset
The create form is a three-step wizard:
- + New asset.
- Scope — confirm the organisation and optionally pick a department (or skip to add an unassigned asset).
- Device — fill in the details: name (required), category, status, serial, asset tag, manufacturer, model, location, cost, purchase date, warranty end, notes.
- Assign — optionally pick an employee to assign the asset to. Picking one is captured on the record; leave blank to add it unassigned.
- Create asset.
If you leave the asset tag blank and the chosen category has a tag scheme, the tag is auto-minted from the category counter. You can also type a tag manually.
Asset tags
Tag scheme is configured per category by an admin under Admin → Asset categories. A category's tag scheme is optional — categories without a prefix don't auto-number. When set, it comprises:
- Prefix — e.g.
LAPTOP(upper-case A–Z0–9, 2–16 chars) - Padding —
1–8digits →0001,0002, … - Next number — starts at the category's "Start at" value (default 1) and increments
⚠️ Caution. Tag numbers are monotonic and never reused. If you
delete LAPTOP-0042, the next new asset gets LAPTOP-0043. This is
intentional so old asset stickers always resolve to a known asset.
Once a category has issued its first tag, its prefix can no longer be
changed; the padding can only be changed while the counter is still at
its starting value.
Locations
In the asset create and edit forms, Location is a free-text field —
type the site or room directly (e.g. London HQ — Server room).
A separate curated location list is maintained under Admin → Asset locations for reporting purposes, but the current asset forms do not offer a location dropdown.
Status
Statuses are a fixed set:
- In use — assigned to a person / in service
- In stock — in stockroom, not deployed (default for new assets)
- Repair — out for repair
- Retired — end of life
- Lost — reported missing
The status set is fixed in code; there is no admin screen to add custom statuses.
History
Every asset has a History timeline (right-hand panel on the detail page) that records, with timestamps:
- Created — when the asset was added
- Updated — generic detail edits
- Status changed — shows the old → new status
- Checked out / Checked in — with the employee involved
- Note added — free-text notes you type in the panel
You add a note straight from the History panel using the inline "Add a note…" box.
Bulk operations
The asset list does not currently support multi-select bulk actions or label printing. Edit assets one at a time from their detail page.
Search
The list search box matches asset name, serial, asset tag, manufacturer, and model. It combines with the status, category, and department filters.
Common workflows
Onboard a new laptop
- Receive from supplier.
- + New asset → Device step: Category Laptops, Status In stock, Location "stockroom".
- Create → if the category has a tag scheme the tag is minted
(
LAPTOP-0043). - When deployed, open the asset → ↗ Check out → pick the staff member. This sets the status to In use and records the check-out in History. Edit the Location to their office.
Find a missing asset
/assets→ filter Status = Lost → open the asset → see the History timeline.
Permissions
All asset endpoints require an authenticated session. The asset service
does not enforce per-role restrictions — any signed-in user with the
assets feature can view, create, edit, check assets in/out, and
delete them. The category and location admin screens live under
/admin and are reached through the admin area.
See also
- Admin → Assets config — categories, tag schemes, locations
- RMM — assets created from a managed device inherit its link