Browse documentation
Categories and register settings
↩ Assets
The Asset Register is built around a few lists you control — categories, statuses, conditions, and lookup values — so it matches how your organisation describes its equipment. These are managed under Settings → Asset Register.
Categories
Categories organise assets into a hierarchy (for example Networking › Switches).
- Select New category, give it a name and optional description. Add a child by choosing a parent.
- Each category shows how many assets are assigned to it.
- A category can't be deleted while assets are assigned to it — reassign those assets first.
Status values
Statuses describe where an asset is in its life (Active, In Repair, Decommissioned, and so on).
- Each value has a colour you pick from a palette.
- Toggle Stat card on up to a few statuses to show their live counts as cards on the register.
- Renaming a status updates every asset using it (the change cascades).
Condition values
Conditions describe an asset's physical state (New, Good, Fair, Damaged, …), each with its own colour. Renaming a condition also cascades to all assets using it.
Lookup values
Three suggestion lists speed up data entry when adding assets:
- Locations, Makes, and Models.
- These grow automatically — when you save an asset with a new make, model, or location, that value is added to the list.
- Models are associated with a make, so choosing a make filters the model suggestions to that manufacturer.
Suppliers
Suppliers are also managed here — see Managing suppliers.
Notes & tips
- Set up your categories, statuses, and conditions before a bulk data-entry session so everything files consistently.
- Because makes, models, and locations self-populate, your lookup lists get cleaner over time — tidy up stray values occasionally.