Manage Accessory Detail
Learn how to manage accessory details
You can view, update, and manage Accessory Details in AssetLoom via:
- Inline editing from the accessory list →
- Accessory Details screen ->
Inline Editing from the Accessory List
Use inline editing when you need to update information directly from the Accessory List without opening the accessory record.
Some data fields, such as Category, Manufacturer, Supplier, Department, Location, and Inventory, let you type to create new data, even during inline editing of accessory information.
If the value you want does not yet exist in AssetLoom, simply:
- Click the field.
- Type the new value.
- Select Create.
The new value will be added and selected immediately.
The Accessory Details Screen
The Accessory Details screen allows you to review full information or manage related records.
Accessing the Accessory Details
You can open the screen in two ways:
- Click the accessory name from the accessory list.
Click the Expand/Collapse button at the top of the panel to open a larger/smaller dialog view.
- Click the three dots in the Actions column, then select Edit.
Use Tabs in the Accessory Details Screen
The Accessory Details screen allows you to view and manage complete information for a selected accessory, organizing it into different tabs.
General
The General tab contains the main accessory information and is the primary place for reviewing or updating details. It may include Accessory details (name, quantity, min quantity, category, inventory, manufacturers), purchase details, assignment details, and custom fields.
Assignments
The Assignments tab displays all currently checked-out quantities of the accessory. Accessories can be checked out to either a user or an asset, allowing you to track accessories assigned directly to employees or linked to specific assets such as laptops, desktops, etc.
The table includes the following information:
- Assigned To: Displays the user or asset currently assigned to the accessory.
- Checkout type: Display the user or asset type selected for the accessory checkout
- Assigned Quantity: Shows the quantity of the accessory assigned.
- Checkout Date: Displays the date when the accessory was checked out.
- Checkout Notes: Shows any notes or remarks added during checkout, such as the purpose or usage details.
You can also click the “Check in” to quickly return the checked-out accessory quantity to inventory.
History
The History tab records actions taken on the accessory over time. This may include updates, check-in and check-out activity, assignments, or restore/move to trash actions. Use this tab when reviewing activity records or auditing changes.
