Amir Shingray
Amir Shingray
September 13, 2023
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It’s essential to highlight that our video training library houses a series of invaluable webinars on this subject. Although some are not recent, these webinars continue to be a goldmine of practical knowledge and insights for both newcomers and seasoned professionals in the field of asset management. Each session is designed to meticulously guide you through the process of utilizing SharePoint and Ultimate Forms to create an asset-tracking application tailored to your unique needs and objectives.

assets management system in SharePoint

1. Access the Video Training Library

Navigate to our resources section and locate the webinar on creating an asset tracking system with SharePoint and Ultimate Forms. While from a past live session, this video remains a gold mine of step-by-step instructions.

2. Familiarize Yourself with Core Components

The webinar elaborates on the pivotal functionalities required for a comprehensive asset tracking system, such as:

  • Critical data points: Asset Name, ID, Category, Location, and more.
  • Effortless image uploads for assets.
  • QR Code functionality for mobile-friendly tagging and scanning.
  • Automated email notifications post alterations.
  • Powerful search features.
  • Filtered views are categorized by diverse criteria.

3. Download an Assets Management Solution Template(s)

Adjacent to the video training, you'll find a downloadable template. This basic asset management solution is designed to give you a head start. Rather than building from scratch, this template serves as a foundation, allowing for customization per your unique requirements. If you need to see more templates? Our growing library of webinars is your guide. Perfect for all levels and industries, these videos help you save money while efficiently tracking assets.
We offer a starting template next to each video. It's a basic tool, ready for you to customize with your know-how for any business or industry need. No need to start from scratch - dive in, learn, and build your unique system with our helpful resources!

4. Implement & Customize

With the downloaded template and insights from the webinar, start by implementing the basic solution. Gradually modify and customize the application. Ultimate Forms' flexibility ensures you can tweak features to align with your business's specific needs.

5. Mobile Integration

One standout feature is the system's mobile responsiveness. Ensure you test the application on mobile devices, making the most of the QR Code functionality for on-the-go asset tagging and updates.

6. Feedback and Iteration

After initial setup, gather feedback from potential users. Their insights can guide further refinements, ensuring the system is both user-friendly and efficient.

7. Stay Updated and engaged

While our past webinar provides a strong foundation, the tech landscape always evolves. Stay engaged with our platform for updates, new training, and advanced templates to ensure your asset tracking system remains cutting-edge.

In conclusion, our webinar-turned-video training is a cornerstone for any business looking to harness SharePoint and Ultimate Forms for effective asset management. Coupled with our basic asset management solution template, you have all the tools at your disposal to initiate, implement, and optimize your tracking system.

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