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Asset Management Guide

NetHelpDesk classes any item that needs to be tracked as an Asset. For IT teams, this could be anything from servers and PCs, to Printers and Photocopiers. To non-technical companies, it could even include things like art investments, expensive office equipment, and so on. Anything that could be valued as an asset of a company can be tracked in this feature in NetHelpDesk.

NetHelpDesk Asset Management feature allows you to add Asset Groups, Asset Types and then individual assets assigned to the End User or to the Site Level. Examples of Asset Groups could include high level descriptions, such as Hardware and Software. The Asset Types could then be Server and PC under Hardware, and Microsoft Office and Adobe under software. For the hardware, track MAC and IP addresses, for example, and for software, licence keys and version numbers.

Another example of Asset Groups could be Dell Laptops and Epson Printers, and the Asset Types could be their model numbers. However you choose to structure your Assets is entirely your decision. The important part, is that for the actual Asset entry, you can store all the information you need to support that Asset.

The Asset Fields are all customisable as well. For each Asset Type, choose which Asset Fields to have to record this data. We provide some examples to get you going, but the possibilities are endless. Whatever you decide, your choices will be retained after future upgrades, and will be supported by our technical team. So, choose the best setup for you, as you move forward.

For an easy way to populate you Asset Register, use preformatted spreadsheet in the \\...\NetHelpDesk\Win\ImportSpreadsheets\ folder in the installation folder. The import facility is available with NetHelpDesk as standard.

Configuring your Asset Register Groups, Types and Fields

Click on the Assets view on the main menu of the main screen.

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Asset Type Details

The standard information needed for Asset Types is the Description and the Asset Group. There are also some more optional fields to store additional information:

Asset Type Fields

Once you have decided the Asset Group and Type structure, the next decision is what Asset Fields should be available to an Asset Type, to record the data needed for that Asset. Again, we have provided some sensible examples, but you can add/edit/delete these as you require.

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As with Asset Groups and Types, the Asset Fields you decide on will be supported by all future upgrades and our support team. The labels chosen can be completely unique to your industry or business type assets. It is important to understand that Asset fields can be shared amongst Asset Types (such as "Make" or "Model") and can also be used on only the Asset Types you specify (such as IMEI number used for Smartphone Assets, and not Monitors, etc.)

The number of Asset Fields you can have against an Asset are essentially limitless, but probably won't go into hundreds. Drag and drop the fields in the list to change the order they appear in, on the Asset entry.

Notes and Documents

The notes area is a place to keep generic notes about the Asset Type. It may be reminders of procedure in supporting that Asset Type, or notes of other items linked or affected by the Asset. It is free for you to record whatever you like. The same with the documents, add, view edit and delete as you need to, about the Asset Type (not specific asset entries at this point).

Linked Items

Items that become Assets once they are issued, are linked between Item Type and Asset Type. This screen shows if an Item Type has been linked to an Asset Type, and also allows the opportunity for creating and adding new ones.

Site Diagram Settings

Former NHD functionality from many years ago, allowed linking Assets together in an Asset Site Diagram. This functionality was surpassed by other software, such as Microsoft Visio, but remains for legacy users of NHD. If you would be interested in reinstating and updating this area of the program, please do let us know.

The most important thing to check here, is that one Asset field is chosen as the Asset Type Identifier. When adding Assets to tickets for full traceability, the Asset Tag and one other field will be used to identify this Asset Type, so choose the option most relevant to you.

Associated Items

Linked Items are the items which has that asset type in the linked asset field. Edit any Item, and the Linked Asset Drop Down appears on the screen. (For serialised assets). Other Fields on the details screen has
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Looking at Asset Entries

Once the main structure of Groups, Types and Fields have been specified, the actual asset entries can be created. An Asset entry can be stored against a General User at the Site Levels (for shared assets, such as Printers) or assigned to a specific end-user at the site. Having this link is important, to track full history of the asset, so it is essential in the NHD functionality. How much data you store in an Asset Entry is, again, completely your choice.

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Our Support team are available to assist with anything you may need.

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