Guide Overview
This guide is designed to give administrators and agents with the necessary permissions an overview of the following topics related to districts using iiQ Assets:
Guide Index
You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index simply use the Return to Index link located at the end of any section.
Introduction
iiQ Assets builds upon the already robust features available in the base version of Incident IQ to give districts more options for accessing and managing their asset data. This includes new and improved features for the desktop version, as well as the ability to use the mobile app to quickly and easily access asset information while on the go.
Important Note: iiQ Assets also includes the option to install Rollout Scout, Incident IQ’s advanced storage and deployment app, at no additional cost.
Rapid Scan
One of the key utility enhancements introduced in iiQ Assets is the Rapid Scan feature. This allows agents to quickly access asset information from anywhere in Incident IQ simply by using a barcode scanner. On any page, if you scan an asset tag or serial number the Quick Actions pop-up window will appear.
In this window, you’ll be presented with general asset information as well as the options to:
- Go to the asset’s details page using View Asset
- Edit Asset information
- Assign asset ownership using Check In/Out
- Use the Submit Ticket button to generate a new ticket for this specific asset
- See the ticket history of this asset with View Tickets
- Audit an asset using Verify
Additionally, the rapid scan feature is usable from any Incident IQ page. This makes looking up assets quick and easy.
Asset Auditing
The Audit Manager is available to all districts that have purchased iiQ Assets. This feature allows you to set up and manage any number of policies to formalize the audit process. Utilizing filters, these audits can be as broad or as narrow as needed. In addition, each audit policy operates independently of one another, allowing your district to run multiple audits at once.
Audits also include powerful reporting tools. This includes new fields for pulling audit reports from the system as well as visual statistics breaking down the current overall verification status of all the devices covered under an audit policy.
Administrators and agents can access the Audit Manager by selecting Assets > Audit Manager on the left navigation bar. Please refer to our comprehensive help guide for Audit Manager.
Verifications
You can perform a quick audit of an asset to quickly verify the information of an asset stored in the system. To do so, begin by clicking on the Verifications tab. Next, you’ll want to click on the Add Verification button.
At this point, a pop-up window will appear. From here, you can confirm location information, as well as add a comment if necessary before saving. You’ll now see your verification appear in the Verifications timeline.
Linked Assets
Linking a Single Asset to Another Asset
You can quickly link two assets together to establish a visible relationship between the two in Incident IQ. To do so, begin by clicking on the Linked Assets tab.
Next, you’ll want to click on the Link Asset button.
At this point, a pop-up window will appear. From here, you can look up and select the device you would like to link this asset to.
At this point, you’ll now see the linked device appear in the Linked Assets list.
Linking Multiple Assets to a Single Asset
Instead of establishing a link between two individual assets, you can easily link multiple assets to a single asset using the bulk link assets option. To do so, begin by selecting the assets you would like to link with another asset. Underneath the column names, you’ll see a set of options appear. Click on Other > Link to asset or Unlink from asset.
At this point, a pop-up window will appear. From here, you can look up and select the device you would like to link these assets to or unlink from.
Unlinking a Single Asset
To unlink a single asset, begin by clicking on the Linked Assets tab. Next you will see all the assets that are linked. Click the icon under the Unlink column to unlink individual assets.
Unlinking Multiple Assets
To unlink a multiple assets, begin by clicking on the Linked Assets tab. Next you will see all the assets that are linked. Select the multiple assets you want to unlink by the checkboxes to the left of each asset. Next, click on the Other button. Click on the Unlink from asset option. A confirmation pop up will appear. Click on Update to unlink the multiple assets.
Batch Asset Cloning
You can easily create copies of one or more assets by using the batch cloning feature. To do so, begin by selecting the asset(s) you want to clone. Underneath the column names, you’ll see a set of options appear. Click on Other > Clone.
In the pop-up window, you’ll be able to select the number of copies you would like to make (up to 20 per asset being cloned), as well as the assign each of them an asset tag and serial number.
Finally, you’ll be asked to confirm your selections prior to asset creation. As noted in the pop-up window, these changes cannot be undone.
Asset Permission Improvements
iiQ Assets includes improvements to the default assets permissions. Instead of limiting agents permissions district-wide, administrators can instead limit their asset access level by each individual location.
Assets in Incident IQ Mobile
Incident IQ user’s in districts with iiQ Assets can access many of the same asset features on their mobile device that they can on their desktop. This includes:
- A mobile version of the Rapid Scan and Quick Actions features
- Search assets throughout the district by asset categories
- The ability to view any of your saved custom asset views
- Editing and checking devices in/out
For more information on how the asset features available in mobile please refer to our comprehensive help guide here.