> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/settings/templates-guides/asset-management-template.md).

# Asset Management template

The **Asset Management** template provides a simple example of how a company might track equipment, assign assets to employees, monitor locations, and maintain a clear activity history.

The template enables you to explore the following processes:

* Asset tracking and lifecycle management
* Assigning assets to employees
* Monitoring equipment locations
* Reviewing activity history
* Viewing operational dashboards

***

## Template structure

* **Collections**: The template environment includes the following core collections.
  * **Assets**: Stores all equipment being tracked, including the following information:
    * Asset type
    * Department ownership
    * Location
    * Assigned employee
    * Purchase information
    * Warranty expiration
  * **People**: Stores individuals who may be responsible for assets. People can be assigned equipment, allowing organizations to track who currently has an asset.
  * **Departments**: Organize assets by team or business unit.
  * **Locations**: Represent where assets are stored or used.
  * **Activity Logs**: Capture the history of actions performed on assets, including assignments, transfers, status changes, and maintenance update. Each activity log entry includes:

    * Asset involved
    * Employee responsible
    * Date of the action
    * Notes describing the event

    This creates a clear audit trail showing how assets move through the organization.
* **Dashboards**: The **Asset Management Overview** dashboard provides a high-level summary to give organizations operational visibility without requiring users to search through records.
  * **Total Assets**: Shows the total number of assets currently tracked.
  * **Assets by Status**: Displays the distribution of asset lifecycle stages.
  * **Assets by Department**: Shows which teams currently manage the most assets.
  * **Assigned Assets**: Lists employees who currently have equipment assigned.
  * **Available Assets**: Displays equipment ready for use.
* **Saved views**: Organize assets into useful operational lists:
  * **Available Assets**: Displays assets that are currently available for use.
  * **Assigned Assets**: Shows equipment currently assigned to employees.
  * **Warehouse & Storage Assets**: Lists assets currently located in storage areas.
  * **New Assets**: Displays assets purchased within the last year.

***

## Explore the template

### View an asset

1. Open the Assets collection to view the equipment currently tracked in the system. Each record displays the following key information:
   * Asset name and type
   * Department ownership
   * Location
   * Assigned employee
   * Lifecycle status
2. Click an asset to review the full asset details, including purchase details, warranty information, assignment status, and activity history.

***

### Assign an asset

Asset Panda allows organizations to track which employee is responsible for equipment.

1. Open an asset record.
2. Edit the **Assigned To** field.
3. Select an employee from the **People** collection.
4. Save the record. When an asset is assigned, the system updates the **Status** field to **Assigned**.

***

### Return an asset

1. Open the asset record.
2. Clear the **Assigned To** field.
3. Save the record. The system updates the **Status** field to **Available**.

***

## Template automations

The following automations illustrate how Asset Panda Pro can help organizations reduce manual data management.

* **Assignment Automation**: When an employee is assigned to an asset, the system automatically sets the asset status to Assigned.
* **Return Automation**: When an asset is no longer assigned to a user, the system automatically updates the status to Available.

***

## Explore the template

Perform the following tasks to explore the template module:

* Create additional assets
* Assign equipment to employees
* Move assets between locations
* Add activity log entries
* Build new saved views
* Create custom dashboardss


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