Asset Management
Creating, editing, assigning, checking out, and disposing of assets.
How to Create an Asset in UniAsset
Every way to create an asset in UniAsset — manually, by CSV import, by duplication, and through the API — plus field rules and common errors.
How to Edit an Asset in UniAsset
Update asset details, change status, move it, reassign it, and understand what gets recorded when you do.
How to Duplicate an Asset
Create several near-identical asset records at once in UniAsset without retyping every field.
How to Search and Filter Assets
Find assets fast with global search, filters, saved filter sets and shareable filtered views in UniAsset.
How to Assign an Asset to a Person
Make someone responsible for an asset in UniAsset, reassign it when they move on, and understand why assignment targets People rather than user accounts.
How to Assign an Asset to a Location
Record where an asset physically lives in UniAsset and understand how location differs from custody and geo-position.
How to View an Asset's Full History
Read the complete timeline of an asset in UniAsset — every change, assignment, document, service, scan, movement, and signal, in order.
Asset Check-Out — How Temporary Custody Works
How UniAsset tracks assets lent out and expected back, why check-out is different from assignment, and how checkout sessions group items.
How to Check Out an Asset in UniAsset
Lend an asset to someone with an expected return date, check out several items at once, and group them into a session.
How to Check In an Asset
Record the return of a checked-out asset in UniAsset, close a checkout session, and handle items that come back damaged.
How to Track Overdue Checkouts
Find assets that should have come back in UniAsset, understand why overdue can never go stale, and chase returns effectively.
How to View Checkout History and Reports
See who has had an asset in UniAsset, what a person has borrowed, and run the checkout report for custody records.
Who Can Check Out Assets in UniAsset?
Which roles can check assets out and in, and what to do when the option is unavailable.
How to Archive and Restore Assets
Archive assets you no longer need, keep their history, and restore them if you change your mind.
How to Dispose of an Asset
Record the end of an asset's life in UniAsset — the date, method, proceeds, and the gain or loss against net book value.
How Geo-Position Tracking Works in UniAsset
Record latitude and longitude readings against an asset in UniAsset, pushed in from external tracking systems, and how coordinates differ from Locations.