Asset Management Pro in iiQ Mobile

Guide Overview

The following guide is designed to give users mobile app users in districts with the Advance Assets premium app a general overview of the following topics:

  • Using assets explorer in the mobile app
  • Viewing saved custom views
  • Checking assets in and out

 

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. Accessing Assets Explorer
  2. Mobile Quick Actions
  3. Editing/Deleting Assets
  4. Custom Asset Views
  5. Asset Check Out
  6. Asset Check In

 

Accessing Assets Explorer

The Assets Explorer page provides users with a single location to search for and view all assets across the entire district. You can access this page by selecting Assets > Assets Explorer on the mobile navigation menu.

Mobile_Assets_Explorer_1.png

You will now find yourself on the Assets Explorer main page. From here, you have the ability to manually search for assets using either an asset tag or a serial number. Additionally, you can also select to view assets from the following filtered views:

  • Asset Type: Displays all assets in your district stored under the selected type of asset (i.e. Devices, Software, Online Systems, Facility Equipment, Networking, Other)
  • By Category: Displays all assets stored under the selected category of asset (i.e. Desktops, Chromebooks, Copiers, etc.)
  • By Location: Displays all assets stored at the selected location

Mobile_Assets_Explorer_2.png

Once you've chosen which view you'd like to see, you'll be able to scroll through the list of assets for the selected filtered view. 

tips.pngTip: Looking for more detailed asset searches? Check out our desktop version of Asset Explorer for more advanced filtered searches!

[Return to Index]

 

Mobile Asset Quick Actions

The recommended method of searching for an individual asset in the mobile app is by using the magnifying glass icon located at the top right of any iiQ Mobile page.

Mobile_Assets_-_Quick_Actions_1.png

This will open up the asset search page. From here, you can scan the device with the Rapid Scan feature, use the voice-to-text option, or manually enter the asset tag/serial number of the device you wish to look up.

Mobile_Assets_-_Quick_Actions_2.png

This will open the Quick Actions page. This provides you with a centralized location where you can quickly and easily 

  • View Asset: Selecting this option will take you back to the asset details page of the selected device.
  • Edit Asset: Selecting this option will take you the ticket history of the selected device.
  • Check In/Out: 
  • Submit Ticket: Selecting this option will take you directly to the issue category selection of the mobile ticket wizard.
  • View Tickets: Selecting this option will take you the ticket history of the selected asset.
  • Verify: Selecting this option will take you the Asset Verification page of the selected asset

Mobile_Assets_Quick_Actions_3.png

Alternatively, you can also navigate to this page by selecting the lightning bolt icon from any Asset's Details page and clicking on Quick Actions from the bottom menu items.

Mobile_Assets_Quick_Actions_2.png

[Return to Index]

 

Editing/Deleting Assets in Mobile

If you want to edit a device's data in iiQ Mobile, you can do so by selecting the lightning bolt icon at the top right of any Asset Details page.

Mobile_Assets_Edit_1.png

At this point, a menu will appear at the bottom of the page where you can select to either Edit or Delete the asset accordingly.

 Mobile_Assets_Edit-Delete.png

[Return to Index]

 

Asset Custom Views

Although agents and administrators cannot create custom views in the mobile app, they are still able to access any of their currently saved views. To do so, simply select Assets choose the view you wish to access underneath Custom Views.

Mobile_Custom_Views.png

From here, you'll be able to scroll through the list of assets for the selected custom view. Additionally, you can also search for a particular asset using their asset tag or serial number at the top of the page.

Mobile_Custom_Views_2.png

tips.pngTip: For more information on creating Custom Views in the desktop version of Incident IQ, feel free to check out our Creating Custom Views article for more details.

[Return to Index]

 

Asset Check Out

To check an asset back into district control, you will first need to navigate to the Assets Check-In/Out page. From here, use the search bar to pull up the device in question.

Mobile_Assets_Check_In-Out.png

Once you have the asset pulled up, you will need to select the user to check the asset out to by using the search bar underneath Check Out To.

Mobile_Assets_Check_Out_2.png

This will open up the User Selection page. Use the search bar at the top to find the user you are checking the device out to.

Mobile_Assets_Check_Out_3.png

After you have made your user selection, you will be redirected back to the Check In / Out page.

 Mobile_Assets_Check_Out_4.png

[Return to Index]

 

Asset Check In

To check an asset back into district control, you will first need to navigate to the Assets Check-In/Out page. From here, use the search bar to pull up the device in question.

Mobile_Assets_Check_In-Out.png

Once the asset has been located, select the Check-in, no issues button. This will return control of the asset to the district.

Mobile_Assets_Check_In_2.png

Alternatively, you may come across an asset that has been damaged prior to checking it in. If that is the case, you'll want to select Check-in, damaged instead.

Mobile_Assets_Check_In_3.png

This will take you directly to the issue category selection of the mobile ticket wizard. From here, you can create a ticket for this asset as you normally would.

Mobile_Assets_Check_In_4.png

Once you've submitted your ticket, you will automatically be redirected to the Check In / Out page. This allows you to easily continue checking in any other devices, without having to manually navigate back to the Check In / Out page.

Mobile_Assets_Check_In_5.png

[Return to Index]

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.