Guide Overview

The following guide is designed to give Incident IQ administrators a detailed overview on the following topic(s):

  • A brief summary of the default asset types and how they are utilized throughout the system
  • Adding new asset types
  • Editing existing asset types

 

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. Adding a New Asset Type
  2. Editing an Existing Asset Type

 

Introduction

The primary goal of asset types is as a way to categorize different types of assets so that you can quickly access them by their asset type in default and custom views, analytics, as well as in data exports. For instance, if you wanted to view all or pull a report on all licenses you have stored in Incident IQ you can quickly do so by filtering on this asset type.

Asset_Types_Intro_000.png

An asset type is assigned to an asset model during model creation. When creating a new asset in the system, Incident IQ will automatically assign the asset type based on what the asset type is for the model selected. By default, Incident IQ has six asset category types which are as follows:

  • Devices - The default selection for assets, and used for most technology hardware brought into the system.
  • Facility Equipment - Allows you to designate equipment as facility equipment.
  • Licenses - Allows you to store software or hosted solutions as individual assets.
  • Networking - Allows you to designate assets as networking equipment.
  • Online Systems - Allows you to designate an asset as a hosted solution (software accessed through the web and not hosted on a machine locally.)
  • Other - Allows you to store assets that might not otherwise fit in another category.
  • Software - Allows you to designate an asset as a hosted solution (software accessed through the web and not hosted on a machine locally.)

[Return to Index]

 

Adding a New Asset Type

From time to time you may come across a piece of equipment which may fall outside of the classification of the default six asset types. As such, administrators can create additional asset types as needed. To do so, begin by clicking on Administration > Asset Types on the left navigation bar.

Asset_Types_000.png

This will take you to the Asset Types page. From here, click on Add Asset Type at the top right of the screen.

Asset_Types_001.png

In the fly-out window, you will first need to provide the following information:

  • The asset type name
  • An icon
  • A sort order

Asset_Types_002.png

Next, you can select the default columns and the order of columns that will appear for users when they access a view filtered by this asset type. Please note, column selection is not available for default asset types, and may only be set for any additional asset types that are created.

Edit_Asset_Types_003.png

Finally, if you are using multiple modules in Incident IQ, you can select the product visibility of your new asset type. This allows you to selectively enable and disable the availability of asset types by product module when creating and editing models. Once saved, your asset type should become available for immediate use.

Asset_Types_004.png

[Return to Index]

 

Editing an Existing Asset Type

Administrators can edit edit existing asset types if needed. To do so, begin by clicking on Administration > Asset Types on the left navigation bar.

Asset_Types_000.png

On the Asset Types page, click on the specific asset type you want to edit.

Edit_Asset_Types_000.png

Please note, if you are editing a default asset type (devices, facility equipment, licences, networking, online systems, other, and software), then the only option available for editing in the fly-out window is product visibility.

Edit_Asset_Types_004.png

However, if it is not a default asset type, in addition to the product visibility you will also be able to edit the following fields of information:

  • The asset type name
  • An icon
  • A sort order
  • The default columns and column order of asset views based on asset type

Asset_Types_002.png

Edit_Asset_Types_003.png

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