1. SaaS Management Platform
  2. Features
  3. Assets
Feature · Assets

Assets

Track service-linked equipment by tag, location and operating status.

OverviewIncident chronology
SaaS Management Platform · Assets

Incident chronology

Incident updates

New
NameIncidentAuthorOccurred atUpdate text
Update 768INC-528207 OctUT-265
Update 526INC-371303 OctUT-699
Update 732INC-804809 OctUT-644
Update 253INC-980312 OctUT-837
Update 599INC-812105 OctUT-104
6 of 6 records
Update 768Incident updates · IU-71126
IncidentINC-5282
Occurred at07 Oct
Update textUT-265
Example screen with sample data

What you can do

Keep equipment tied to its service

An asset record has a required tag and service reference, with serial number, location and status available for the operating team. In stock, assigned, maintenance and retired describe the asset’s current place in its life. The service link lets a responder move from an incident to the equipment involved and from that equipment to its service owner.

For example, a workstation assigned to a service may be reported in an incident. The technician checks its tag and location before investigating. If it needs repair, the asset can be marked in maintenance while the incident remains open. When the incident is resolved, the asset status is reviewed on its own; resolving one record does not automatically change the other.

How the work is organized

  • Identity. Use the asset tag to recognize the equipment across service work.
  • Placement. Keep the serial number and location useful to the person doing the work.
  • State. Track in-stock, assigned, maintenance and retired equipment separately.

What to agree during setup

Agree how tags are assigned and how locations are written. Decide who may move an asset into maintenance or retirement and how those changes are communicated to the service owner. The service reference should be selected before the asset becomes part of incident response, so a technician can find the right owner during an interruption.

If a purchasing or inventory system already tracks acquisition and depreciation, define the connection and authority for those details. This operational asset record concentrates on identity, location, service and status. The team should avoid using a change in location as a substitute for a status update when equipment has actually moved out of service.

Check the handoff on an actual case

Create an asset with a tag, serial number, location and active service reference. Mark it assigned. Open an incident against that service and link the asset. Ask the technician to identify the equipment from the incident, confirm the tag at the location and add a dated update describing the observation.

Then mark the asset in maintenance and leave the incident in its appropriate response state until the service interruption is resolved. Ask the Service Manager to review both records. They should see the equipment status in the asset list and the response owner in the incident list. When the equipment returns, review its asset status separately from the incident’s closure.

What your team sees

  • Assets in service — Assigned or maintenance equipment with its service and location.
  • Open incidents — Response work that may reference affected equipment.

Follow the work through

What it keeps track of

Data model
Assets
Assets for SaaS portfolio and IT service operations.
Services
Services for SaaS portfolio and IT service operations.
Incidents
Incidents for SaaS portfolio and IT service operations.
Incident updates
Incident Updates for SaaS portfolio and IT service operations.

Who uses it

Permissions
Service Manager
Maintains service-linked asset records.
Service Technician
Uses asset identity during response work.

Set up SaaS Management Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started