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SharePoint Asset Management Template

Create a new Asset Management Site

Add new asset data to SharePoint list

Update Asset Management List schema

Organize view settings for asset list

Upload digital assets to library

Tag digital assets with metadata

Set security permissions for asset library

Approval: Asset Library permissions

Create workflows for asset approval process

Assign asset managers for approval process

Design custom forms for asset management

Configure email notifications for approvals and updates

Implement asset tracking features

Perform test run of asset management process

Approval: Test Run Result

Fix identified issues in test process

Update procedural documentation for asset management

Train team on asset management process

Deploy the SharePoint Asset Management Template

Archive old asset data

Create a new Asset Management Site

Create a new SharePoint site for managing assets. This site will serve as the central hub for all asset management activities. The site should have a clean and user-friendly interface, with easy navigation and intuitive features. The site will provide a platform for users to store, track, and manage assets effectively. It should include features such as search functionality, filters, and sorting options to enable efficient asset management.

Site Name

Site URL

Site Theme

1

Light
2

Dark
3

Custom

Site Owner

Site Description

Add new asset data to SharePoint list

Add new assets to the SharePoint list. This task involves inputting relevant information about the asset, such as asset name, type, supplier, purchase date, and location. This information will help in tracking and managing assets effectively. Ensure that all required fields are filled out accurately and completely to avoid any issues later on. It is important to categorize the assets correctly and provide any additional details that may be relevant for proper asset management.

Asset Name

Asset Type

1

Hardware
2

Software
3

Furniture
4

Equipment
5

Other

Asset Supplier

Purchase Date

Asset Location

Additional Details

Update Asset Management List schema

Update the Asset Management List schema to accommodate any changes or additions to asset fields. This task involves modifying the list structure, including adding new columns, deleting obsolete ones, and adjusting the column type or format as necessary. Ensure that the updated schema aligns with the asset management requirements and provides a comprehensive view of all asset-related information.

List Name

Column Actions

1

Add Column
2

Delete Column
3

Modify Column

Column Name

Column Type

1

Text
2

Number
3

Date
4

Choice
5

Hyperlink

Organize view settings for asset list

Organize the view settings for the asset list to enhance usability and optimize asset management. This task involves configuring the list view to display relevant columns, sorting options, filters, and groupings. Consider the specific needs of users and their workflows when setting up the view settings. Ensure that the view provides a clear and organized representation of the assets, making it easier for users to find, analyze, and manage assets effectively.

View Name

View Settings