Edit Employee Asset

This screen allows you to modify the details of an existing employee asset, including its basic information, custody details, linkage to an accounting asset, and attachments.

Activation Requirements

• The user must have permission to edit employee assets.
• If the Branches feature is enabled, only accounting assets belonging to branches the user has access to will appear in search results. When selecting an employee, only employees within those branches can be chosen.

How to Access

• From the main menu, go to Employees.
• Click on Employee Assets.
• From the employee assets list: click Actions (…) next to the desired asset, then select Edit.
• From the asset view screen: click the Edit button.

Steps to Edit

First: Basic Information

• The screen opens with all current asset data pre-filled.
• Update the required fields:
  • Asset Name: Editable.
  • Asset Type: Editable.
  • Serial Number: Must remain unique.
  • Barcode: Can be edited manually or regenerated using the barcode icon, and must remain unique.
  • Warranty Expiry Date: Editable.

Second: Link to Accounting Asset

• You can modify the linked accounting asset by searching using:
  • Asset name
  • Asset code
  • Serial number
  • Barcode
• The following accounting assets will not appear in search results:
  • Consumed
  • Sold
  • Written-off
• Assets already linked at the unit level will not appear.
• You can remove the link entirely — this will update the unit status to Not Linked and set Used By to Not Assigned.

Third: Custody Information

• Update the Used By field as needed:
  • Employee: Select an employee from the list.
  • Storage: Select a storage location from the list.
  • Not Assigned: No additional selection required.
• If the asset status is Under Maintenance or Retired, employee and storage lists will be disabled and cannot be modified.
• Update the following fields as needed:
  • Assignment Date
  • Expected Return Date
  • Physical Location

Fourth: Asset Details

• Update the Asset Description and Technical Specifications as needed.
• Click Save to apply the changes.
• To cancel without saving, click Cancel to return to the previous screen.

Notes

• The asset status is calculated automatically and cannot be edited manually.
• When updating the link to a new accounting asset, the system verifies that the serial number and barcode match between both assets. If they differ completely, saving will be blocked and a validation message will appear.