Guide Overview

Incident IQ supports adding assets in two different ways depending on the number of new devices you wish to enter: by individual unit or in a bulk upload. The following guide is designed to provide a step-by-step walkthrough for both methods.

Not what you were looking for? Perhaps one of these other guides will help:

  • Asset Check-In / Check-Out - A guide that provides step-by-step instructions on how to check-in / check-out an asset in Incident IQ.
  • Creating Custom Views - A guide that provides detailed step by step information on creating, editing, and deleting custom views for both your tickets and assets.
  • Working with Assets - A guide that covers general asset information, how to view assets in Incident IQ, filter asset views, editing assets, and deleting assets.

 

Guide Index

You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index simply use the Return to Index link located at the end of any section.

  1. Asset Data Overview
  2. Single Asset Creation
  3. Bulk Asset Import

 

Asset Data Overview

Incident IQ is designed to give districts the ability to capture any data point necessary to effectively manage their assets. Without any customization, this includes the default ability to record the following data points:

  • Asset tag
  • Deployed date
  • Funding source
  • Last inventory date
  • Location
  • Location details
  • Location room
  • Model
  • Notes
  • Owner
  • PO Number
  • Purchased date
  • Purchase price
  • Retired date
  • Serial number
  • Warranty expiration date
  • Warranty information

Additionally, Incident IQ supports capturing data points outside of these default settings through the use of custom fields. Please note that if you are using the bulk asset importer then it is highly recommended that these custom fields should be created prior to any upload. Otherwise, this data will not be captured and will require a second bulk import to update the asset information.

tips.pngTip: Creating custom data fields is a feature available to administrators by default and agents that have the Manage Custom Fields permission. If you are new to custom fields and would like to know more then feel free to check out our comprehensive help document on the topic!

[Return to Index]

 

Single Asset Creation

By default, any agent or administrator can create assets for any currently activated model in Incident IQ. To add a new asset, begin by selecting the +New Asset icon located towards the top-right of any asset page.

New_Asset.png

This will take you to the Asset Details page. From here you can assign an asset owner, enter general asset details, as well as input purchase information. At the very minimum, you will have to fill out any field with a red asterisk next in order to save a new asset into Incident IQ.

Single_Asset_Creation_1.png

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Bulk Asset Import

Incident IQ supports importing and updating assets in bulk from an Excel or CSV file. When ready, begin by selecting Assets > Import Assets from the left navigation bar.

warning.pngImportant Note: By default, all administrators are able to import assets in bulk. However, agents will need the Import permission checked in order to do so. If you are unable to import assets as an agent and feel this is in error please contact your local iiQ Administrator.

Import_Assets_1.png

At this stage, you will need to ensure that the file being uploaded is formatted correctly and at a minimum includes the following data:

  • Asset Type
  • Model
  • Asset Tag and/or Serial Number

Alternatively, you can download a premade template by selecting the Asset-Import-Template.xlsx link on the Asset Importer page.

Asset_Import.png

Once your file is in order select the Choose File icon, choose the file you want to upload, and then select Upload & Continue at the bottom right corner of the screen.

Choose_File.png

After your file has been uploaded, you will be prompted to review the uploaded information and make any changes. Column names that match an existing field name in iiQ will automatically map to this field. Fields that do not match, either because of their column name or due to being a custom field, will need to be manually selected and mapped accordingly. Once all information verified as correct, select Continue.

Step_2_Import.png

Step three will ask you to select what Incident IQ models your spreadsheet data should map to. Once you have verified the mapping here, click Continue.

Model_Mapping.png

If you have locations in your spreadsheet, step four will ask you to confirm what Incident IQ location your devices should be mapped to. Once you have verified the mapping here, click Continue.

Location_Mapping.png

If you have a funding source indicated, you will also be asked to confirm the mapping for this attribute in step four as well. Once you have verified the mapping here, click Continue.

Funding_Source.png

The final step will display how the asset information will look like once imported. Once you have verified the accuracy of the upload information select Begin Import at the bottom right of the screen.

warning.png

Important Note: Once you select Begin Import, the batch upload cannot be stopped. Please ensure that all mapping settings are correct before continuing with the import.

Asset_Import_Preview.png

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