💡 Why you should use IT Assets Management & Reminder

The IT Assets Management & Reminder template is designed to help organizations efficiently manage and track their IT assets. With this template, you can keep detailed records of each asset, including its location, condition, purchase information. This tool is essential for maintaining inventory accuracy, ensuring regulatory compliance, and optimizing asset utilization.

👉 How the template works

The IT Assets Management & Reminder template operates by leveraging a centralized database to store and manage information about your IT assets. It includes various fields such as Asset Tag, Description, Photo, Location, Price, Purchase Date, Item Type, Condition Notes, and more. The template is built with automation in mind, allowing you to set triggers for specific events and execute actions like sending notifications or updating records.

🎯 How to use

1. Initialize Data:

   • In the "Employees" database main view, click the "New Record" button to add a new employee record. Enter the employee's name, department, contact information, etc., to associate responsible persons for subsequent asset allocation and maintenance reminders.
   • In the "Vendors" database main view, click the "New Record" button to add a new vendor record. Fill in the vendor's company name, contact person's name, contact information, email, etc., so that you can contact the vendor in time when assets need maintenance.

2. Add Asset Records:

   • In the main view of "Assets", click the "New Record" button to add a new IT asset record. Fill in detailed information such as asset tag, description, photo, location, price, purchase date, item type, condition notes, etc.
   • And link the asset to the user employee (selected from the "Employees" database) and vendor (selected from the "Vendors" database) through the link field.

3. View and Manage Assets:

   • The newly added IT asset records will be automatically displayed in the main view, making it convenient to view and manage the basic information of all assets in real time.
   • You can view detailed information of all computer assets in the "Only computers" view, which is convenient for centralized management of computer assets;
   • In the "Grouped by location" view, you can see the distribution of assets in different locations, which helps to understand the geographical distribution of assets;
   • In the "Gallery of assets" view, assets are displayed in picture form, allowing you to more intuitively view the appearance of assets.

4. Data Analysis:

   • Through the "Asset Analysis" dashboard, use the "Asset Status" chart to intuitively view the quantity distribution of assets in different statuses, such as in use, under repair, scrapped, etc., which helps managers quickly understand the overall status of assets.
   • View the "Employee Usage Statistics" chart to clearly see the number of assets used by different employees or departments, which is convenient for analyzing whether the asset allocation is balanced and provides a basis for resource allocation.

5. Maintenance Reminder and Automation:

   • Launch the "Equipment Maintenance Automation" process
   • When the status of an asset requires maintenance (for example, the status is "need repair"), the system will automatically trigger the "Equipment Maintenance Automation" process. According to the set rules, it will send an email notification to the relevant vendor (linked through the "Vendors" database contact information), informing them of the specific information that the equipment needs repair, so that they can arrange maintenance work in time.

👉 Who should use this template

This template is ideal for IT managers, asset managers, and anyone responsible for managing a company's IT assets. It is suitable for organizations of all sizes, from small businesses to large enterprises with extensive IT infrastructures.

⭐ Key Features of This Template

• Centralized Asset Management: Keep all your asset information in one place.
• Automation and Triggers: Automate routine tasks and set alerts for specific conditions.
• Customizable Views and Reports: Tailor the template to your specific reporting needs.

🔧 Frequently Asked Questions

1. How do I add a new asset to the tracker?

   • Simply fill in the relevant fields with the new asset's information and save the record.

2. Can I customize the automation triggers and actions?

   • Yes, you can customize the triggers and actions based on your specific workflow and requirements.

By following this guide, you can quickly get started with the IT Assets Management & Reminder template and begin managing your IT assets effectively.