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Using AssetLoom
Comprehensive guides on navigating the platform and managing assets.
Getting Started
Using AssetLoom
Site Administration
Manage Assets
The Asset List
Create an Asset Using the Asset Creation Form
Import New Assets
Data Validation Rules for Asset Import
Common Errors During Import and How to Fix Them
Manage Asset Details
Manage Asset Status
Understanding Status Workflow
Common Actions Upon Transition Rules
Generate Asset Barcodes/QR Codes
Manage Accessories
The Accessory List
Create an Accessory Using the Creation Form
Import New Accessories
Data Validation Rules for Accessory Bulk Import
Manage Accessory Detail
Checkout/checkin Accessories
Manage Licenses
The License List
Create a License Using the Creation Form
Import New Licenses
Data Validation Rules for License Bulk Import
Manage License Detail
Checkout/checkin Licenses
Set Up License Expiration Alerts
Manage Components
The Component List
Create a Component Using the Creation Form
Import New Components
Data Validation Rules for Component Bulk Import
Manage Component Detail
Checkout/checkin Components
Manage Consumables
The Consumable List
Create a Consumable Using the Creation Form
Import New Consumables
Data Validation Rules for Consumable Bulk Import
Manage Consumable Detail
Checkout Consumables
Manage Predefined Kits
Set Up A Kit
Assign A Kit
Manage Asset Maintenance
Asset Maintenance
Manage Asset Allocation
Request an Asset via the Asset Booking System
Manage Asset Reservations
Manage Asset Loans
Manage Custody Verification
The Custody Verification List
Send a Custody Verification Request
Respond to a Custody Verification Request
Reports
Understanding Reports in AssetLoom
Report Templates in AssetLoom
Create a Custom Report
Dashboard
Types of Widgets
Set Up A Personalized Dashboard
Reference Data
Asset Models
Asset Tags
Categories
Custom Fields
Departments
Inventories
Locations
Manufacturers
Suppliers
Depreciations
Personal Settings
Manage Your Account
Language & Region
Notifications
Theme and Appearance