This article will help you learn more about the steps involved in creating a new asset in Hector.
Prerequisites :
Access the asset creation form
Hector offers you different ways to access the asset creation form:
Select the destination of the generated asset(s)
As soon as the asset creation form is opened, it is necessary to select the destination to which the created asset or assets will be assigned:
The created assets can be associated with different options depending on their intended use and the role configuration of your Hector platform. For example, they can be linked to a store, representing a physical or virtual location where the asset will be stored or used. In other cases, the asset can be assigned to a user, meaning a person authorized to use or manage it. It is also possible to associate the asset with a room, a specific space where it will be located.
In some cases, the asset may be intended for a client, contact, or supplier to meet a specific need. Each option allows you to define and tailor the destination of the assets according to the particular requirements of each context.
Understanding the asset creation form
Step 1 – Choose a destination
This step allows you to select another store and choose the shelf where the asset(s) will be stored. If you wish to go back, the “Cancel” button lets you return to the previous page and adjust your destination choices.
Step 2 – Choose a part
In this step, you have the option to choose the type of asset(s) to create. Use the Search field to filter by category, model, or specific asset. Refer to the following links for more information related to categories and subcategories.
It is also possible to upload an image that will be associated with the asset(s) record. This image will be visible in the dashboards and loan forms, making your actions easier. The supported image formats are as follows:
- .jpg
- .jpeg
- .png
- .gif
- .jfif
- .bmp
- .webp
- .svg
Step 3 – Complete the creation form
1. Select the quantity to create. Depending on the management method chosen for the category of the asset(s) to be created and the quantity, the information table to be filled out will adjust accordingly.
2. The unique fields represent attributes that can vary from one asset to another. Please refer to the next section of this documentation to learn how the configuration works.
3. The unique fields table offers several features to facilitate and speed up the information entry process:
- Generate tag : Creates a unique number that will be assigned to the asset(s).
- Apply : Allows you to assign a value to the corresponding line.
4. Common fields are attributes shared by all assets.
5. Adding a new field allows you to create or add a new customizable field.
6. A note allows you to add comments or additional information regarding the asset(s).
Configuration of the asset creation form fields
Here are the settings to adjust in order to customize the asset fields according to your needs:
1. You can Rename the fields according to your needs to make them more suited to your context.
2. The Grid checkbox allows you to control the display of the field in the asset table, giving you the option to hide or show it according to your preferences.
3. The Form checkbox allows you to display the field in the asset creation form, as shown in the previous section.
4. There are two Field Types:
- Unique : This represents an attribute that can vary from one asset to another. This attribute will appear in the unique fields table, as described in point 3 of the previous section.
- Common : This represents an attribute that is shared by all assets. It will not be possible to assign different values to it when creating multiple assets simultaneously.
5. Adding a column allows you to add an existing attribute to the column configuration table.