How do I configure Assets?

The MCS platform allows organisations to create and configure Assets within their instances.

This allows organisations to integrate and utilise Assets available to them for use in various system transactions (Bookings, Contracts, etc).

What steps do I need to follow to configure Assets?

Go into Administration > Assets > Category

The following screen will appear. Any Asset Categories you add to your system will display here. These are used to categorise your Assets.

Click  Add 

The following screen will appear. Provide a name for your Category, specify a unique Code, and decide whether any Assets held under this Category should display for Anonymous users, Registered users, and/or Admin users.

Click  Add  to create the Asset Category.

Once created, locate this Asset Category and click the  button to go back into it.

A "Sub-Category" region will display within it. Click  Add 

The process here is identical to the one above. A Category (e.g. Sports) is a broad categorisation for Assets, while a Sub-Category (e.g. Football) is more specific.

Configure the Sub-Category and click  Save 

Note that you will have the option to add a Further Sub-Category within this Sub-Category once added, if required. This will allow you to categorise your Assets with more specificity.

Next you will need to configure some Statuses for your Assets (e.g. Available, Unavailable, etc).

Click on the "Status" tab at the top of the screen to bring up the following. Click  Add 

The following screen will appear. Give the Status a name. You can also configure a style for this Status (e.g. give any active/available Statuses a green colour).

Click  Add  once done.

You can now create the Asset itself. Go into the Assets module from the left hand menu, and click  Add 

The following pop-up will appear. Select the Category and Sub-Category you have configured. Give this Asset a name, and specify an appropriate Status. All other fields are optional.

Click  Save  to apply the changes. You have now added an Asset to your instance.