Managing Assets and Asset Data
IIncident IQ enables districts to capture any data point necessary to manage their assets effectively. By default, the system records the following data points without any customization:
Asset tag
Deployed date
Funding source
Last inventory date
Location
Location details
Location room
Model
Notes
Owner
PO Number
Purchased date
Purchase price
Retired date
Serial number
Warranty expiration date
Warranty information
Incident IQ supports capturing data points outside these default settings through custom fields. If you are using the bulk asset importer, it is highly recommended that these custom fields be created before uploading. Otherwise, this data will not be captured and will require a second bulk import to update the asset information.
Creating custom data fields is available by default to administrators and to agents with the Manage Custom Fields permission. Learn more here.
Creating Assets
By default, any agent or administrator can create assets for any currently activated model in Incident IQ.
Select the +New Asset button from the left navigation bar or at the top-right of any asset page.
This will take you to the Asset Details page.
From here, you can assign an asset owner, enter general asset details, and input purchase information. At a minimum, you must fill out any field with a red asterisk next to save a new asset into Incident IQ.
Importing Assets
Incident IQ supports importing and updating assets in bulk from an Excel or CSV file. To do this, click on Assets > Import Assets in the left navigation. You can download a template for uploading your assets on this page if needed. The template only includes the default asset fields in Incident IQ. Any additional fields you want to include may be added to the spreadsheet and mapped to a custom field created in the Custom Fields section under Administration. For further information, refer to this help article.
Editing an Asset
Incident IQ allows quick, easy editing of any asset entered into the system.
Navigate to Options > Edit Asset on the asset details page to open the asset editor.
From here, most aspects of the selected asset can be edited, including the owner, asset tag, serial number, and other default or custom fields.
Remember to click Save Changes before navigating away from the page.
Deleting an Asset
Users who have the necessary permissions can delete any asset in the system. On the asset’s detail page, select Options > Delete Asset. Assets are not permanently deleted and may be recovered by a district admin if needed.
Restoring Deleted Assets
Admins and agents with the necessary permissions can restore any deleted asset.
Select Assets > Deleted Assets from the left navigation menu.
Click on the asset.
Confirm the asset restoration when prompted.
Printing Asset Labels
Districts with iiQ Assets, iiQ Facilities, or iiQ Resources can use custom labels to print asset labels individually or in bulk. Learn more about Printing Asset Labels in this guide.
On the asset detail page, navigate to Options > Print Asset Label to open the asset editor. This feature is designed for one-off asset labels and does not feature a bulk printing option.
If your district does not have the iiQ Assets Module, you can set a single default template for asset labels in Site Options. Refer to the Site Options guide.
Exporting Asset Data
To export asset data to an Excel file, follow these steps:
Select More > Export from any Assets view to open the Exporter window.
Any filter settings your view currently uses will automatically appear in the Exporter window.
Name the export and select the data you want to see by applying filters and specifying which columns to display.
For larger reports, you may have to wait for the export to process. You will receive a download notification in your user notifications when the report is ready.
