Adding & Deleting Assets

Click the left sidebar button (circled below) and select the Asset Management tab (marked by an arrow below).

navigating to the Asset Management tab

On the Asset Management tab, to our left we can see the different categories of Assets.

1. Physical

2. Virtual

3. Software

4. SAAS (Software as a Service)

The fifth 'category' is the Incoming Requests list - learn more about it.

Adding an Asset

To add a new Asset, we'll use the Physical category as an example.

Marked with an arrow below, is the Add Asset button.

the Add Asset button is marked with an arrow

Upon selecting this button, a New Asset window open and we can fill an Asset's information.

In the image, marked with an arrow, see that by clicking on it, each textbox with a down-arrow has built in options.

the Add Asset window

For instance, clicking on Model shows us the different built-in variety of options in Regulait's system, of course we can add our own types of Models, Manufacturers atc...

Notice that instead of scrolling, we can type the desired Model and it will appear on the list automatically.

scrolling through a list of Models

After filling the blank boxes, we'll click on "Save" to save the new Asset.

Saving the new Asset

Now, in the Physical Assets category, we see our newly added Asset, we can click on it to show additional information and options.

an Asset list

We can also filter through Assets either by using the search bar, or filtering by Status or Model.

filtering by Model

Delete an Asset

Here, in the Asset's information tab, we have the two blue buttons, Delete Asset and Change Status, circled below.

We can also Edit the Asset's information on the Edit button marked with an arrow.

in an Asset's page, a few options are available

Click on Delete Asset to remove it completely.

To return to the Asset Management Guide hub, click here.

To return to the main guide hub, click here.