How to set up and manage the Assets register

How to set up and manage the Assets register

The Assets module enables schools to set up and manage a complete asset register, covering categories, locations, suppliers, importing and reporting.

My School > System:  Assets

What are the sections of the Assets register?

  • System Lookup:  Asset categories — View or print the list of available categories. The list cannot be edited.

  • Setup:  Ground plans and locations — Set up locations (storerooms, offices, classrooms grouped by main buildings) to which assets can be allocated.

  • Setup:  Suppliers — Add a list of supplier names that can be selected in the asset register.

  • Manage:  Import assets — Download an Excel template to enter new assets. Compulsory fields are: Description, Quantity and Location. Additional assets can only be added via the template.

  • Manage:  Match imported fields — Match any fields that were not linked automatically into the 8 available categories.

  • Manage:  Manage imported assets — View or edit individual items, or export lists to Excel.

  • Reports:  Imported assets — Print reports grouped by different selections.

Frequently asked questions

Can I edit the asset categories?

No. The asset categories list is fixed and cannot be edited or added to. You can view or print it from the Asset Categories section.

Can I add individual assets without using the Excel template?

No. All new assets must be added via the Excel import template. Once imported they can be viewed and edited individually in the Manage Imported Assets section.

Last updated: March 2026  |  Version 3.0

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