The Asset Registry
The Assets page (Safekeep → Assets, URL ams/assets) is the
registry — the master list of every asset your company tracks. From its Browse tab you
search, filter, add, edit, clone, delete, import, export, and print labels; its other tabs put
the whole asset catalog (Models, Locations, Categories, Groups, Status Labels) one click away.
Opening the registry
Click Assets in the Safekeep sidebar group (or browse to ams/assets —
the bare ams URL lands here too). Two gates apply to the whole page:
- The Assets module must be enabled (Settings → Manage Modules → Assets, category "Safekeep").
- You need the base
assetpermission ("Assets: Entries" in the Roles editor). Without it you are redirected away. See Permissions & Roles.
Everything beyond viewing — creating, editing, deleting, importing, exporting, labels — is gated by its own finer permission, listed with each button below.
The tab strip
The page header reads "Assets" and carries a strip of in-page tabs. Only Browse is the registry itself; the rest AJAX-load the catalog screens into the same page, so you manage master data without leaving the registry. The page remembers the tab you last used and reopens it on your next visit.
| Tab | What it shows | Shown when | Guide page |
|---|---|---|---|
| "Browse" | The asset table — this page's subject. Active by default. | Always (anyone who can open the page) | — |
| "Models" | The Asset Models catalog (ams/models). |
Always | Asset Models |
| "Location" | The Locations tree (ams/locations). |
Permission location ("Assets: Locations") |
Locations |
ams/categories), directly below Assets, with the
tab strip Categories · Groups · Status Labels — see
Categories, Asset Groups and
Status Labels. Vendors and Brands/Manufacturers are
shared core screens (ams/vendors, ams/brands) outside this module's
tab strips.
Toolbar buttons
The Browse tab's toolbar sits top-right. Each button appears only if you hold its permission —
a user with just the base asset permit sees a read-only table with no buttons at all.
| Button | Icon | What it opens | Permission |
|---|---|---|---|
| "Manage labels" | ???? tags | The shared Labels modal for the asset_entry label type — create, recolor,
and delete the label definitions you can then attach to assets. |
asset_manage_labels |
| "Import Assets" | ☁↑ cloud-upload | The Snipe-IT-compatible CSV/XLSX import modal. See Import, Export & Labels. | asset_import |
| "Export Assets" | ☁↓ cloud-download | The full XLSX export modal with filters and a column picker. See Import, Export & Labels. | asset_export |
| "Print asset labels" | ▦ qrcode | The QR/barcode label PDF modal (filter by Category and Location). See Import, Export & Labels. | asset_export (same permit as export) |
| "Add entry" | ＋ plus-circle | The Add-asset modal. Every field is documented in Adding & Editing Assets. | asset_create |
The filter row
Three Select2 dropdowns sit in the table's own toolbar and narrow the list server-side:
| Filter | Placeholder | Filters by | Shown when |
|---|---|---|---|
| User | "- Employee -" | The Issued to assignee — pick a staff member to see everything currently endorsed to them. | Always |
| Category | "- Categories -" | The asset's category. | Always |
| Label | "- Label -" | An attached label (tag). | Permission asset_manage_labels |
Beyond the dropdowns you have the standard table search box (matches any visible column text) and a refresh button (circular-arrow icon) that reloads the table without reloading the page.
The table, column by column
The table sorts by the Title column, descending, by default — newest-titled rows are not necessarily newest assets, so click Date created to sort chronologically. All 15 columns:
| # | Column header | What it shows |
|---|---|---|
| 1 | "Title" | The asset name, linked to its detail page. Hovering
the link pops over the asset's Description (trimmed to 280 characters). If you hold
asset_manage_labels, the asset's colored label chips are appended on the
right of the cell. |
| 2 | "Category" | The full breadcrumbed category name — parents included, e.g.
IT Equipment > Laptops. |
| 3 | "Issued to" | The legal name of the staff member the asset is currently endorsed to, or "-" when unassigned. |
| 4 | "Vendor" | The supplier, linked to the vendor's contact page, or "-". |
| 5 | "Type" | The ownership type — one of Own, Lease, Rental, Contract, Service (shown capitalized). |
| 6 | "Brand" | The manufacturer/brand name, or "-". |
| 7 | "Model" | The free-text model field typed on the asset — not the catalog Asset Model. See the callout below. |
| 8 | "Serial no." | The serial number, or "-". |
| 9 | "Cost" | The purchase cost, decimal-formatted (e.g. a ₱55,000 laptop shows as 55,000.00 in your configured number format). |
| 10 | "Purchase date" | Formatted date, or "-" when empty. |
| 11 | "Warranty expiry date" | Formatted date, or "-" when empty. Assets nearing this date surface in the "Assets needing attention" widget and warranty reminder. |
| 12 | "Location" | The breadcrumbed location name (parents included), or "-". |
| 13 | "Date created" | When the record was created (date + time). |
| 14 | "Created by" | The creator, linked to their team-member profile (opens in a new tab). |
| 15 | ☰ (menu icon) | The row-actions dropdown — see Row actions. |
Row actions (the ☰ dropdown)
The last column's menu holds up to three items, each independently permission-gated:
| Action | Icon | Who sees it | What it does |
|---|---|---|---|
| "Edit" | ✏ pencil | asset_update |
Opens the asset in the edit modal. On save the row updates in place with the toast "The record has been saved." |
| "Clone" | ⧉ copy | Admins only — no permission key can grant this to non-admins | Opens the same modal in duplicate mode with an extra "Duplicate" count field (default 1): save creates that many brand-new copies of the asset. Details in Adding & Editing Assets. |
| "Delete" | ✕ times | asset_delete |
Asks for confirmation, then soft-deletes the asset (recoverable in the database, gone from every screen). |
Quick Excel export vs. the full Export modal
There are two very different exports on this screen — pick the right one:
The table's built-in "Excel" button (in the table's own toolbar) dumps the table as you see it — the on-screen columns for the rows matching your current search and filters. Handy for a quick "who has what" hand-off list, but it can never include Asset Tag, status, or custom fields, because those are not registry columns.
Needs asset_export. Streams assets.xlsx with
every core column (Asset Tag, Serial Number, Model Name/Number, Status, costs,
dates, assignee, Notes…) plus all custom fields, with its own Category / Location / Status
/ Issued-to filters and a column picker. Its headers round-trip through the importer. Full
walkthrough: Import, Export & Labels.
Doing things in bulk
The registry table has no checkbox column and no bulk-action bar — you cannot select ten rows and delete or reassign them at once. Bulk work goes through four purpose-built paths:
- Bulk create / bulk update — the "Import Assets" modal: upload a CSV/XLSX (a raw Snipe-IT export works as-is); "Asset Tag" is the dedupe key and the "Update existing assets" checkbox turns the run into a mass update. See Import, Export & Labels.
- Bulk extract — the "Export Assets" modal (above).
- Bulk labels — "Print asset labels" generates QR + barcode label PDFs for all assets matching a Category/Location filter, 102 labels per PDF.
- Bulk duplicate — an admin's Clone with the "Duplicate" count creates N identical records in one save (e.g. 20 newly purchased identical monitors), which you then edit individually with real serial numbers and tags.
asset + asset_create +
asset_update. Preconditions: module enabled, categories exist.
-
Open Safekeep → Assets
The page reopens on the tab you last used (Browse on a first visit); the search box and filter dropdowns start cleared. Use the User filter ("- Employee -") when handling a specific employee's equipment.
-
Find the asset
Type into the search box or combine the Category and Label filters. Hover a Title to preview its description without opening it.
-
Act from the row or open the record
Small data fixes: ☰ → "Edit". Lifecycle work (endorse, confirm receipt, check in, audit): click the Title to open the detail page and use its Actions menu — see Checkout & Check-in.
-
Register new arrivals
One or two units: "Add entry". A delivery of many identical units: add one, have an admin Clone it with a count, or use "Import Assets" from the supplier's spreadsheet. Finish by printing labels via "Print asset labels".