List of Assets Grid Overview

The following table lists information about the columns and options that appear in the Asset List grid on the Assets page.

Column

Description

In Use

A check mark indicates that the asset is in use and cannot be deleted.

Name

The asset’s name. The name does not have to be unique

Serial#

The asset’s serial number. A serial number is required and may contain both letters and numbers. The serial number must be unique within the asset type but may be duplicated if items with the same serial number belong to different asset types.

Asset Type

The asset’s Asset Type. If the asset is in use (allocated to a patron on a contract item), an asset’s Asset Type setting cannot be changed. If charging for the asset, the Asset Type links to the charge schedule that generates the charges. For more information about Asset Types, refer to Asset Types Overview section. For more information about setting up charge schedules, refer to the Charge/Proration Schedules section.

Asset Group

The asset’s Asset Group. If the asset is in use (allocated to a patron on a contract item), an asset’s Asset Group setting cannot be changed. For more information about Asset Groups, refer to Asset Groups Overview section.

Note

The Note column contains any user-entered notes about the asset.

Assigned

A check mark indicates that the asset is currently assigned.

Only Use As Room Inventory

If this option is checked, the Asset cannot be assigned directly to a patron or used to charge the patron. If this option is not checked, the Asset may be used either as room inventory or allocated to a patron through a contract item.

Option

Description

       

Click the First Page, Previous Page, Next Page, or Last Page arrows to navigate the pages of the grid.

Add

Click Add to add a new Asset.

Show Search Criteria

Click Show Search Criteria to display the Search Criteria options in order to search for specific assets.

Alter Display

Click Alter Display to define the columns, sort, and number of rows to display in the grid. Click Restore Default in the Change display on the grid window to restore the display to the default settings.

Show Usage Summary

Click Show Usage Summary to view usage statistics for the asset.

Edit

Click Edit to edit an existing Asset.

Show Locations

Click Show Locations to display a list of locations where the asset is in use.

Delete

Click Delete to delete an existing Asset.

Show Usage Summary

Click the Show Usage Summary link to view usage information for an Asset.