How to Add Assets to Existing Tickets

Introduction

It can be valuable for an organization to tie assets and tickets together in order to track the historic requests and/or work related to an asset. This may be helpful in viewing the lifespan of a device or perhaps troubleshooting prolonged/intermittent issues. The following will provide steps for adding assets to existing tickets.

Steps

Start by opening an existing ticket in the Technician view of TeamDynamix (TDNext).

  1. Click the Assets/CIs tab on the ticket
  2. Click the green +Assets/CIs button
  3. This will pop-up with a search for adding an asset. You may either start typing the asset's Computer Name, Serial Number, and/or Property Tag - or you may click the magnifying glass for a more advanced search.Uploaded Image (Thumbnail)
  4. Once selected, click Save to add the asset(s) to the ticket.

Additional Information

If you need further assistance, feel free to speak to a supervisor or reach out to Chris Middleton.

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