Help guide

How to Use the Assets Page in Workelect

18 Apr 2026 - 1 min read - Workelect Team

What the Assets page is for

The Assets page is for managing equipment and long-lived items that need their own record. It keeps the supplier, the current user, and the asset details tied together in one place.

Assets Page Overview Video

What this video shows

The Assets page overview.

Asset Supplier Entry Form Video

What this video shows

The asset supplier entry form.

Asset User Entry Form Video

What this video shows

The asset user entry form.

Key tasks on the Assets page

  • Add or edit asset suppliers.
  • Add or edit asset users.
  • Create new asset records and update existing ones.
  • Attach or review supporting files where needed.
Completed Asset Record Video

What this video shows

A completed asset record with key details visible.

Recommended workflow for the Assets page

  1. Set up the supplier record so the purchasing side of the asset has clear history.
  2. Create or update the asset user so responsibility for the item is easy to trace.
  3. Add the asset itself with the details your team needs to manage it properly.
  4. Review and update the record whenever the asset changes hands, is replaced, or needs new documentation attached.

FAQ

The supplier tells you where the asset came from, while the asset user shows who currently holds or uses it.

Yes. Existing asset records can be edited so responsibility and supporting information stay current.

Yes. The page supports document handling when the right permissions are available.

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