Learn how to add a new Asset to your Chekhub account
Chekhub empowers you to meticulously track your assets. Here's a simplified guide to adding new assets to your Chekhub account:
- Access the Assets Dashboard:
- Locate the Assets section on the left navigation menu and click to access the Assets Dashboard.
- Choose Your Location:
- Before creating an asset, determine its physical location within your organization. Select the appropriate location from the existing options.
- Click "Create Asset":
- Once you've chosen the location, navigate to the top right corner and click the Create Asset button.
- Provide Asset Details:
- Name: Assign a clear and descriptive name for your asset (e.g., "Server Rack 12").
- Template: Select the relevant template to pre-populate relevant details for the Asset or choose to use the Default Template for your Organization.
- Parent Location: The pre-populated parent location may be adjusted to nest the asset within a specific sublocation.
- Optional Fields:
- Description: Add any relevant information about the Asset.
- Tags: Labels that can be used for filtering, searching and reporting on Assets.
- Qualifications: Define any specific skills or training required to interact with this Asset.
- PM Rules: Define the required maintenance schedules specific to this Asset (accessible through the Admin Panel).
- Leverage Additional Options:
- Details:
- Add an Asset Tag: Assign identifiers to your assets for easy reference (similar to serial numbers). This is often used for easy asset validation and scanning in the Mobile Chekhub app. Check out our article Create a Checklist for information on barcode/Qr code scanning.
- Properties: While the parameters listed under the Details panel are available on all assets, the Properties tab can be utilized to configure additional fields (e.g., phone number, address).
- Attachments: Include relevant documents (manuals, diagrams, licensing) for technician reference.
- Details:
- Save and You're Done!
- Once you've entered the necessary details and explored the additional options, click the checkmark to save your new asset.
Importing Assets in Bulk
To import assets in bulk, please submit a request on our support page.