Tageur

Asset Management

Learn how to create, organize, and manage your assets with templates, custom fields, and bulk operations.

list Table of Contents

inventory_2 Understanding Assets

In Tageur, an asset (also called an "item") represents any physical object you want to track. This could be equipment, vehicles, tools, inventory, or anything else your organization manages.

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What Makes an Asset?

Every asset in Tageur has:

  • Basic Information: Name, description, location, status
  • Custom Fields: Any additional data specific to your needs
  • QR/NFC Tags: Optional digital tags for quick scanning
  • Tasks: Maintenance schedules and work orders
  • Parts: Associated spare parts and inventory
  • History: Complete audit trail of all changes

Asset Status

Assets can have different statuses to reflect their current state:

  • Active: In use and operational
  • Inactive: Not currently in use but available
  • Under Maintenance: Being serviced or repaired
  • Retired: No longer in service

add_circle Creating Assets

Creating a Single Asset

  1. 1. Navigate to Assets

    Click "Assets" in the main navigation menu

  2. 2. Click "New Asset"

    Find the blue "New Asset" button in the top right corner

  3. 3. Choose a Template (Optional)

    Select an asset template to pre-fill fields, or start from scratch

  4. 4. Fill in Basic Information

    Name: A clear, descriptive name (e.g., "Generator Unit #5")
    Description: Additional details about the asset
    Location: Where the asset is physically located
    Status: Current operational status

  5. 5. Add Custom Fields

    Fill in any template-specific or custom fields (serial number, model, etc.)

  6. 6. Save the Asset

    Click "Create Asset" to save

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Pro Tip: Naming Conventions

Use consistent naming conventions for easier searching and sorting. For example:
• [Category]-[Number]-[Location]
• PUMP-001-WAREHOUSE-A
• TRUCK-FORD-2023-FLEET

description Using Asset Templates

Asset templates save time by pre-defining the structure and fields for common asset types. Instead of manually entering the same fields every time, create a template once and reuse it.

Creating an Asset Template

  1. 1. Go to Settings → Asset Templates
  2. 2. Click "New Template"
  3. 3. Name Your Template

    Choose a descriptive name (e.g., "Construction Equipment", "Fleet Vehicle", "Medical Device")

  4. 4. Define Custom Fields

    Add fields specific to this asset type:

    • Text Fields: Serial number, model number, manufacturer
    • Number Fields: Weight, capacity, voltage
    • Date Fields: Purchase date, warranty expiration
    • Dropdown Fields: Department, category, condition
  5. 5. Set Default Values (Optional)

    Pre-fill common values to save even more time

  6. 6. Link Task Templates (Optional)

    Automatically create maintenance tasks when assets are created from this template

Using Templates to Create Assets

When creating a new asset, select your template from the dropdown. All custom fields and default values will be automatically applied.

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Template Examples

Common asset templates include:

  • Vehicles: VIN, year, make, model, mileage, fuel type
  • Computers: Serial number, processor, RAM, storage, OS
  • Equipment: Model, capacity, voltage, service interval
  • Tools: Manufacturer, size, condition, calibration date

Template Linking & Automatic Syncing

When you link an asset to a template, it can automatically stay synchronized with template changes. This is perfect for standardizing configurations across similar assets.

sync What Gets Synced?

  • Description: Always syncs from template

    Template descriptions automatically update linked assets

  • Maintenance Policies: Optional sync (controlled by checkbox)

    Enable "Sync Maintenance Policies" to automatically receive policy updates from template

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When to Use Template Syncing

  • ✅ Enable sync for standard assets that should follow company policies
  • ✅ Enable sync when you want automatic updates when templates change
  • ❌ Disable sync for assets with unique maintenance requirements
  • ❌ Disable sync when you need custom policies per asset

tune Custom Fields

Custom fields let you track any information specific to your assets. Every asset template can have unlimited custom fields.

Field Types

text_fields Text Field

For short text like serial numbers, model names, or identifiers

numbers Number Field

For numeric values like weight, capacity, voltage, or quantity

calendar_today Date Field

For dates like purchase date, warranty expiration, or last service

list Dropdown Field

For predefined options like condition, department, or category

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Best Practices for Custom Fields

  • • Use clear, descriptive field names
  • • Group related fields together in templates
  • • Mark critical fields as required
  • • Use dropdown fields for standardized data entry
  • • Include units in field names (e.g., "Weight (lbs)" instead of just "Weight")

cloud_upload Bulk Import & Export

Save time by importing or exporting hundreds of assets at once using Excel spreadsheets.

Bulk Import

  1. 1. Download the Template

    Go to Assets → "Download Template" to get a properly formatted Excel file

  2. 2. Fill in Your Data

    Add your assets to the spreadsheet. Each row is one asset. Include all required fields.

    New columns available:

    • Asset Template: Enter template name or ID to link assets to templates
    • Sync Policies: Enter "Yes" or "No" to control policy syncing (default: Yes)
  3. 3. Upload the File

    Click "Bulk Import" and select your completed Excel file

  4. 4. Review and Confirm

    Check for any errors or warnings, then confirm the import

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Bulk Create from Templates

Create hundreds of assets from templates in one import! Perfect for standardizing equipment across multiple locations.

Example: Create 50 identical laptops by specifying "Standard Laptop" in the Asset Template column. All laptops will automatically inherit the template's description and maintenance policies.

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Import Tips

  • • Don't modify the template column headers
  • • Keep the first row (header row) intact
  • • Use the exact field names from your templates
  • • Test with a small batch first (5-10 assets)
  • • Required fields must not be empty
  • • Serial numbers are used for duplicate detection (case-insensitive)
  • • Asset Template can be specified by name or ID
  • • Template must exist and be active in your company
  • • Maximum 20,000 rows per import

Bulk Export

Export your assets to Excel for reporting, backup, or migration:

  1. 1. Go to Assets
  2. 2. Apply Filters (Optional)

    Filter by status, location, template, or search terms to export specific assets

  3. 3. Click "Export Data"

    Download an Excel file with all your asset data, including:

    • • All standard asset fields
    • • Linked Asset Template names
    • • Sync Policies status (Yes/No)
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Re-import Exported Files

Exported files are fully compatible with the import system! You can:

  • • Export assets, edit them in Excel, and re-import
  • • Preserve template links and sync settings
  • • Bulk update asset information

search Organizing & Searching Assets

Search & Filter

Quickly find assets using the powerful search and filter tools:

  • Search by name: Type keywords in the search box
  • Filter by template: Show only assets from specific templates
  • Filter by status: Active, inactive, under maintenance, etc.
  • Filter by location: Group assets by physical location
  • Sort results: By name, date created, or any custom field

Organization Strategies

Strategy 1: Template-Based Organization

Create templates for each asset category (Vehicles, Equipment, Tools) and filter by template to see all assets of that type.

Strategy 2: Location-Based Organization

Use standardized location names (Building A, Warehouse 3, Site B) to group assets by physical location.

Strategy 3: Custom Field Tags

Add a "Department" or "Category" dropdown field to your templates for flexible grouping and filtering.

attach_file Asset Attachments

Attach documents, photos, manuals, and other files directly to your assets for quick reference.

Adding Attachments

  1. 1. Open the Asset

    Navigate to the asset details page

  2. 2. Scroll to Attachments Section
  3. 3. Click "Add Attachment"

    Select files from your computer (PDFs, images, documents)

  4. 4. Files Upload Automatically

    Attachments are saved and viewable instantly

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What to Attach

  • • User manuals and documentation
  • • Photos of the asset
  • • Warranty certificates
  • • Calibration certificates
  • • Service records and receipts
  • • Safety data sheets (SDS)

person_pin_circle Custody Tracking

Track who has custody of each asset, when it was transferred, and maintain a complete chain of custody history.

Recording Custody Changes

Every time an asset is scanned or manually transferred, a custody event is recorded with:

  • Timestamp: Exact date and time of transfer
  • User: Who took custody
  • Location: Where the transfer occurred
  • Notes: Optional notes about the transfer
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Custody Use Cases

  • • Tool checkout: Track who borrowed which tools and when
  • • Equipment transfers: Log when equipment moves between sites
  • • Accountability: Know who was responsible for an asset at any point in time
  • • Compliance: Maintain audit trails for regulated assets

Viewing Custody History

On each asset's detail page, view the complete custody history showing every transfer and who had the asset at any point in time.

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