How to Automate IT Asset Tracking and Management

Is your IT asset tracking and management complicated? Simplify operations and improve accuracy with IT management automation. Let IT asset management solutions reduce the time and effort required to manage your assets. Automate IT management and ensure smooth operations with airSlate.
How to Automate IT Asset Tracking and Management
About airSlate
Transcript

airSlate is everything you need to create, integrate, and automate your document workflows.

  • A single holistic platform ‒ no need to integrate multiple services or platforms
  • No‑code configuration and deployment decreases time to value by 10x
  • Natively integrates with hundreds of cloud services using no‑code Bots

Hello and welcome to airSlate, the best workflow automation solution out there. Watch this video to stay current with all the ways airSlate can benefit your business and streamline your day-to-day processes.

Is your organization’s IT request process causing bottlenecks? Do you know the status of each request and how to move it along?

Stay in the loop at every stage of your IT request workflow by managing and tracking assets with ease. Eliminate paper-based routines and automate data collection and processing while keeping employees and staff informed of status updates, upcoming policy updates, or new procedures.

Use airSlate to deliver greater accuracy and transparency to IT operations without compromising them.

Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.

If you’d like to track every change in your Workspace, use the airSlate Workspace Audit trail to view the following information:

• Type of activity that took place within your Workspace

• Information about the user who performed an action

• Date and time when an action took place

• Information about attempts to log in and log out

To view the Workspace Audit trail, navigate to the dashboard and click the Audit trail icon in the left-hand menu.

From the Audit trail page, you can search for a specific type of activity or set a timeframe to track Workspace changes. To export all Audit trail information in PDF or CSV format, click the download button at the top.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.

Then, set up your specific Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website.

After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.

Want to try airSlate for Free? Just click the link in the description and begin streamlining your processes right away.

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Introducing How to Automate IT Asset Tracking and Management

Discover the transformative power of automating your IT asset tracking and management processes with airSate Academy. Gain complete control and visibility over your organization's digital inventory, reduce manual errors, enhance productivity, and optimize resource allocation.

In this comprehensive guide, we delve into the ins and outs of automating IT asset tracking and management, equipping you with the knowledge and tools to take your operations to the next level. Whether you're a small business or a large enterprise, our expertly curated content caters to your specific needs.

Learn how automation simplifies the entire lifecycle of your IT assets, from procurement and deployment to maintenance, audit, and retirement. Unleash the potential of cutting-edge software solutions, such as barcoding, RFID, and mobile applications, that integrate seamlessly with your existing IT infrastructure.

Explore the tangible benefits automation brings to your organization. Imagine bidding farewell to tedious manual spreadsheets and embracing centralized software that enables you to effortlessly track and monitor asset location, user assignments, maintenance history, and warranty information. Unlock deeper insights into asset utilization and optimize your inventory to save costs and avoid unnecessary purchases.

We understand that transitioning to automation might seem daunting, but our step-by-step tutorials and actionable tips provide the guidance you need. Navigate potential challenges, such as data migration and system integration, with ease as we break down complex concepts into practical and achievable goals.

Stay ahead of the curve by leveraging advanced reporting and analytics tools. Discover how automation empowers you to generate custom reports, assess asset performance, streamline resource allocation, and identify potential bottlenecks - enabling data-driven decision-making for your IT department.

At airSate Academy, our mission is to empower organizations to optimize their IT asset tracking and management processes using automation. With our real-world expertise, in-depth industry insights, and best SEO practices, we ensure our content is tailored to your needs, answering your burning questions and providing actionable solutions.

Enhance operational efficiency, reduce costs, and elevate your organization's IT infrastructure with the power of automated asset tracking and management. Join us at airSate Academy to embark on a transformative journey towards optimizing your IT asset workflow and maximizing productivity.

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To access the video instructions on How to Automate IT Asset Tracking and Management, simply visit the airSlate Academy website. There, you'll find a page dedicated to video tutorials, including the one on IT asset tracking and management. Click on the video to start watching and learning how to automate this process efficiently.

Yes, transcripts are available for all the video instructions in the airSlate Academy. This means that you can access a written version of the video content, making it easier to review and refer back to specific information. Whether you prefer watching the video or reading the transcript, we've got you covered.

The video instructions on How to Automate IT Asset Tracking and Management are designed to be concise and informative, lasting between 40 seconds to 1 minute each. We understand the importance of your time, which is why we've condensed the information into bite-sized videos that capture the most essential aspects of automating IT asset tracking and management.

No, you don't need an airSlate account to follow along with the video guide on How to Automate IT Asset Tracking and Management. We believe in providing access to valuable resources for everyone, regardless of whether they are already airSlate users or not. So feel free to dive into the video guide and learn how to automate IT asset tracking and management without any barriers.

Absolutely! In addition to the video instructions, we also offer a comprehensive guide on "How to Automate IT Asset Tracking and Management" in the airSlate Academy. This guide provides in-depth written content, detailed steps, and practical tips to help you master the art of automating IT asset tracking and management. It's a great complement to the video instructions and ensures you have all the resources you need to succeed.