Devices

​

Overview

The Devices module provides comprehensive asset management for client hardware. Track devices throughout their lifecycle, manage warranties, plan refreshes, and maintain accurate inventory across all client organizations.

​

Key Features

​

Device Management

​

Device Information

Track comprehensive device details:

• Device name and identifier
• Type and model
• Serial number
• Asset tag
• Purchase date
• Warranty information
• Assigned user
• Location
• Status

​

Device Types

Manage various device categories:

• Workstations: Desktops and laptops
• Servers: Physical and virtual servers
• Network Equipment: Routers, switches, firewalls
• Mobile Devices: Phones and tablets
• Printers: Printers and multifunction devices
• Peripherals: Monitors, keyboards, accessories
• Custom Types: Define your own categories

​

Adding Devices

​

Bulk Import

Import multiple devices:

• CSV file upload
• Excel import
• PSA system sync
• Automated discovery

​

Lifecycle Stages

​

Warranty Management

​

Warranty Tracking

Monitor warranty status:

• Warranty start date
• Expiration date
• Coverage type
• Service level
• Vendor contact

​

Warranty Alerts

Automated notifications for:

• Warranties expiring in 30/60/90 days
• Expired warranties
• Renewal opportunities
• Claim deadlines

​

Refresh Planning

​

Refresh Cycles

Plan device refreshes based on:

• Age of device
• Performance metrics
• Business requirements
• Budget constraints
• Technology standards

​

Refresh Scheduling

• Create refresh projects
• Link to planner module
• Budget integration
• Procurement tracking

​

Device Settings

​

Configuration

Set up device management:

• Device types
• Custom fields
• Lifecycle stages
• Warranty providers
• Default values

​

Device Type Configuration

For each device type, define:

• Expected lifespan
• Refresh cycle
• Required fields
• Depreciation schedule
• Maintenance intervals

​

Search and Filter

​

Search Options

Find devices quickly:

• Search by name
• Serial number lookup
• Asset tag search
• User assignment
• Location search

​

Filter Capabilities

• By company
• By device type
• By status
• By warranty status
• By age
• By location

​

Integration Points

​

Planner Module

• Schedule device refreshes
• Plan maintenance windows
• Track deployment projects

​

Budgets Module

• Device procurement budgets
• Refresh cycle costs
• Maintenance expenses

​

Compliance Module

• Asset compliance checks
• Security configurations
• Patch compliance

​

Reporting

​

Device Reports

Generate comprehensive reports:

• Inventory summaries
• Warranty reports
• Refresh schedules
• Asset valuations
• Lifecycle analysis

​

Export Options

• PDF reports
• Excel spreadsheets
• CSV data files
• Asset labels

​

Maintenance Tracking

​

Maintenance Records

Track device maintenance:

• Service dates
• Issue descriptions
• Resolution details
• Cost tracking
• Vendor information

​

Preventive Maintenance

Schedule routine maintenance:

• Cleaning schedules
• Update cycles
• Performance checks
• Component replacements

​

Best Practices

​

Security

​

Data Security

• Secure asset disposal
• Data wiping procedures
• Certificate of destruction
• Compliance tracking

​

Access Control

• Role-based permissions
• Audit trails
• Change tracking
• Approval workflows

​

Permissions

Device module permissions:

• read_devices - View device inventory
• create_devices - Add new devices
• edit_devices - Modify device information
• delete_devices - Remove devices
• manage_device_settings - Configure settings

​

Related Modules

• Planner - Schedule device activities
• Budgets - Plan device expenses
• Compliance - Device compliance checks
• Reports - Generate device reports