Editing Assets in TDX

Description

Asset Stewards are able to edit Assets within TeamDynamix. This article will cover how to edit Assets you are responsible for so that those records are accurate.

Environment

The Assets module within the TeamDyanmix web application.

How-To

Using the Search Option to find the Asset you need to update:

  1. If you don't have the Assets Tab open in your TDX navigation ribbon, it can be accessed by clicking View Applications, then clicking the Assets/CIs tile.
  2. In the Assets application, select "Assets" from the left navigation. 
  3. You can use the "Filter" option to search for any Asset you need
    1. You can set the "Form(s)" field to be "Application - Supported", which will limit the results to just show Supported Apps within the environment.
  4. Open a record by clicking its Asset ID. 
    1. Clicking another field (such as the Vendor) will bring up that record rather than the Asset itself. 
  5. Click on Update and update any fields you need to. 
  6. Click Save when finished. 

Using a Report to find the Asset you need to edit

  1. Navigate to the report that contains the Asset you wish to update.
  2. Click on the NAME or ID of the Asset.
    1. Clicking another field (such as the Vendor) will bring up that record rather than the Asset itself. 
  3. Click on Update in the upper right-hand corner of the Asset Detail window
  4. Update the field(s) you wish to update. 
  5. Click Save when finished. 

Outcome: You've update your asset

Best Practices for Editors 

  • Keep serial numbers, service tags, and model info accurate. 

  • Use consistent naming conventions. 

  • Always select the correct asset status to support reporting and inventory accuracy. 

  • Update location and owner promptly during transfers. 

  • Use saved searches to catch duplicates and outdated statuses. 

Requesting additional assistance

  • Do you need to create a new asset? 

  • Do you need additional guidance or have additional questions?

    • View all of our asset-related TDX help articles

    • Email linscottr@ohio.edu if you require additional assistance. 

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