Asset Card View and Template View
Asset Card View
The card view helps you filter assets based on the type, category, and asset state. To access asset card view, click the required type/category on the left pane accordion.
Each category/product type is displayed as a card. Within each card, you will find the number of assets in each asset state.
- Clicking a card will open its list view.
- Clicking the number of assets in each state will open the list of assets in the corresponding state. In the list view, you can clear the filter, if needed.
- Click the plus icon
on the required card to create a new asset in the category/product type.
- Click the star icon in the required card to add the category/product type to Favorites on the left pane.
Asset Template View
The template view displays assets as an extensive list. The crucial information of an asset, such as product, product type, and state, is fixed as columns, while additional information, such as associated user and department, can be viewed under the asset name.
Role Required: SDAdmin, SDAssetManager, AssetConfig, users with View Assets permission.
To view assets in the template view, go to Assets and click the 
icon on the top-right.
To view customer-specific assets, use the customer drop-down in the application header.
All other aspects of the template view are same as the list view.
Related Articles
Asset Details
Asset Details View all details of an asset, including the financial and contractual data and historical records. Technicians with edit permission to the asset can spot-edit field values in the details page. To view details of an asset, Go to Assets. ...Asset FAQs
Asset Management License Consumption and Asset States Will an asset be included in license consumption if it is moved to a disposed or expired state? No, Disposed or Expired assets do not consume license. How to create an asset state similar to ...Incident Template
Incident templates are used to build forms with pre-populated data that can be utilized to log incidents quickly. Templates save time and effort by effectively capturing necessary information. Role Required: SDAdmin Benefits: Collect information for ...Solutions Template View
Template View displays the solution articles as an extensive list. The crucial information such as solution title, status, accessibility, likes, and dislikes are displayed as fixed columns, while further basic information can be viewed under the ...Asset Replenishment
Asset Replenishment Asset Replenishment helps track assets in customer's inventory and notify technicians when the asset inventory is expected to exhaust. When the asset count in the inventory falls below the configured threshold, an email is ...