What is an Asset Type?
An Asset Type is more refined category used to group a school’s assets. Each Asset Type can be linked to an Asset Category, and can be flagged as “depreciable” or not. When a user assigns an Asset Type to a Fixed Asset, the Asset Category and all fields linked to it will automatically populate onto the Fixed Asset Record.
Assigning Asset Categories to an Asset Type are all 1-1, meaning you can't have multiple Asset Categories linked to a single Asset Type. New Asset Types can be added to break out an Asset Type that requires multiple categories if needed. (Ex: "Vehicles -5yrs" and "Vehicles -7yrs").
Navigating to the Asset Type List
- From the Launchpad, navigate to the Property Control Homepage
- Under the "General" column, click on the Asset Type List
Adding a new Asset Type
- From the Launchpad, navigate to the Property Control Homepage
- Under the "General" column, click on "Add an Asset Type"
- Fill in the following fields:
- Description
- Asset Category (if one should be linked)
- Depreciable?
- Setting this field to "Yes" will set this flag on a new Fixed Asset record with this Asset Type
- Once complete, click Update
Adding an Asset Type to a Fixed Asset Record
- From within a Fixed Asset Record, navigate to the General Tab
- In the Asset Type Field, select the appropriate Asset Type from the dropdown menu.
- Once selected, click Update
If Asset Types have an Asset Category linked to them, then only the Asset Type needs to be populated, and the Asset Category will automatically populate along with all the fields stored in the Asset Category.