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Asset records, check-out, check-in and status changes

Every asset has a record page with its details, type attributes, assignment, linked issues, QR code and history. Open it by selecting a tag anywhere in AssetPilot or in the Jira issue panel.

Asset AP-00042, checked out to Olivia Kent and linked to two Jira issues.

Anatomy of a record​

AreaContents
HeaderName, tag, status lozenge, type, and the actions Check out or Check in, Change status, Edit and ⋯ (Print QR, Delete)
DetailsSerial, location, supplier, purchase date and cost, warranty end with an expires in N days lozenge, notes
Type attributesThe fields of the asset's type, such as CPU and memory for a laptop. Users appear with avatars, URLs as links, checkboxes as Yes or No
ActivityEvery change with who made it, when, and the before and after values
AssignmentWho has the asset, their email, the due date and when it was checked out
Linked issuesJira issues linked to this asset, with status. Select Link issue to add one
QR codeA code that opens this asset in Jira. Select Print for a label

Check out​

Use Check out to hand an asset to someone.

Check out to a Jira user or to an external person without a Jira account.
  1. Choose Jira user or External person. External people are managed in People, and you can add one from the dialog.
  2. Pick the person.
  3. Set a Due date if the asset should come back, for example for a loaner.
  4. Optionally enter a Jira issue key to link the request, and a note.
  5. Select Check out. The status moves to your in use status and the asset appears in the person's My assets.

Check in​

Use Check in when the asset comes back.

Check in: choose the status and location the asset returns to.

Choose the status after check-in (your default status, usually Available), the location and an optional note. Keep Keep the link to IT-1042 selected to leave the issue link in place.

The check-out loop. Overdue loans appear in Alerts, on the dashboard and in the daily digest.

Change status​

Change status lists only the transitions your lifecycle allows from the current status. Unavailable statuses are disabled with a tooltip such as Not allowed from In use.

In repair requires a note, so the Note field is marked required.

Select Link issue on the record, search by key or summary and select Link. Issues that are already linked show Linked.

Link a Jira issue from the asset record.

Linked issues also show the asset in their Assets panel, and the tag becomes searchable with JQL.

Every asset has a QR code that opens its record in Jira. Select Print in the QR code card, or ⋯ → Print QR, and stick the label on the device or its box.

Light and dark​

The asset record in Jira's dark theme.