Guide Overview

This guide is designed to give administrators and agents with the necessary permissions an overview of the following topics related to districts using the Asset Management Pro module:

  • Quickly accessing device data and management features using Rapid Scan
  • Performing audits using asset verification
  • Creating relationships between assets by linking them together
  • Copying one or more assets using batch asset cloning
  • Improved asset permission granularity
  • Accessing assets in the mobile app

 

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. Introduction
  2. Rapid Scan
  3. Asset Auditing
  4. Linked Assets
    1. Linking a Single Asset to Another Asset
    2. Linking Multiple Assets to a Single Asset
  5. Batch Asset Cloning
  6. Asset Permission Improvements
  7. Assets in iiQ Mobile

 

Introduction

Asset Management Pro builds upon the already robust features available in the base version of Incident IQ to give districts more options for accessing and managing their asset data. This includes new and improved features for the desktop version, as well as the ability to use the mobile app to quickly and easily access asset information while on the go.

tips.pngImportant Note: Asset Management Pro also includes the option to install Rollout Scout, Incident IQ's advanced storage and deployment app, at no additional cost.

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Rapid Scan

One of the key utility enhancements introduced in the Asset Management Pro app is the Rapid Scan feature. This allows agents to quickly access asset information from anywhere in Incident IQ simply by using a barcode scanner. On any page, if you scan an asset tag or serial number the Quick Actions pop-up window will appear.

Rapid_Scan_Image.png

In this window, you'll be presented with general asset information as well as the options to:

  • Go to the asset's details page using View Asset
  • Edit Asset information
  • Assign asset ownership using Check In/Out
  • Use the Submit Ticket button to generate a new ticket for this specific asset
  • See the ticket history of this asset with View Tickets
  • Audit an asset using Verify

Additionally, the rapid scan feature is usable from any Incident IQ page. This makes looking up assets quick and easy, requiring 

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Asset Auditing

You can perform a quick audit of an asset to quickly verify the information of an asset stored in the system. To do so, begin by clicking on the Verifications tab.

Auditing_Assets_1.png

Next, you'll want to click on the Add Verification button.

Auditing_Assets_2.png

At this point, a pop-up window will appear. From here, you can confirm location information, as well as add a comment if necessary before saving.

Auditing_Assets_3.png

At this point, you'll now see your verification appear in the Verifications timeline.

Auditing_Assets_4.png

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Linked Assets

The Linked Assets feature allows you to tie devices together for ease of reference and can be used in a variety of situations. From establishing a relationship between a computer and monitor in a system to tying all the computers in a lab together.

  

 Linking a Single Asset to Another Asset

You can quickly link two assets together to establish a visible relationship between the two in Incident IQ. To do so, begin by clicking on the Linked Assets tab.

Linking_Assets_1.png

Next, you'll want to click on the Link Asset button.

Linking_Assets_2.png

At this point, a pop-up window will appear. From here, you can look up and select the device you would like to link this asset to.

Linking_Assets_3.png

At this point, you'll now see the linked device appear in the Linked Assets list.

Linking_Assets_4.png

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 Linking Multiple Assets to a Single Asset

Instead of establishing a link between two individual assets, you can easily link multiple assets to a single asset using the bulk link assets option. To do so, begin by selecting the assets you would like to link with another asset. Underneath the column names, you'll see a set of options appear. Click on Other > Link to asset.

Bulk_Linking_Assets_1.png

At this point, a pop-up window will appear. From here, you can look up and select the device you would like to link these assets with.

Bulk_Linking_Assets_2.png

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Batch Asset Cloning

You can easily create copies of one or more assets by using the batch cloning feature. To do so, begin by selecting the asset(s) you want to clone. Underneath the column names, you'll see a set of options appear. Click on Other > Clone.

Cloning_Asset_1.png

In the pop-up window, you'll be able to select the number of copies you would like to make (up to 20 per asset being cloned), as well as the assign each of them an asset tag and serial number.

Cloning_Assets_2.png

Finally, you'll be asked to confirm your selections prior to asset creation. As noted in the pop-up window, these changes cannot be undone.

Cloning_Assets_3.png

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Asset Permission Improvements

Asset Management Pro includes improvements to the default assets permissions. Instead of limiting agents permissions district-wide, administrators can instead limit their asset access level by each individual location.Asset_Permission_by_Location.png

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Assets in Incident IQ Mobile

Incident IQ user's in districts with Advanced Assets Pro can access many of the same asset features on their mobile device that they can on their desktop. This includes:

  • A mobile version of the Rapid Scan and Quick Actions features
  • Search assets throughout the district by asset categories
  • The ability to view any of your saved custom asset views
  • Editing and checking devices in/out

For more information on how the asset features available in mobile please refer to our comprehensive help guide here.

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