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Efficient asset management is essential for organizations that need to track company-owned equipment, prevent losses, and ensure proper maintenance. The Company Equipment & Asset Tracking System, powered by Infowise Ultimate Forms for Microsoft SharePoint, provides a structured and automated solution for managing assets, tracking assignments, and monitoring equipment returns. This solution eliminates manual record-keeping, enhances accountability, and streamlines equipment lifecycle management.

Key Features and Benefits

This asset tracking solution enables organizations to:​

  • Centralize Equipment Management – Maintain a structured database of all company assets, including laptops, mobile devices, tools, and office equipment.
  • Track Asset Assignments – Use Ultimate Forms: Connected Lookup columns to track who is using which equipment and maintain a clear audit trail.
  • Automate Return and Maintenance Alerts – Set up Ultimate Forms: Actions & Ultimate Forms: Alerts to notify employees about scheduled maintenance or overdue returns.
  • Monitor Asset Status in Real-Time – Leverage Ultimate Forms: Color ChoiceIndicators to categorize assets.
  • Enhance Security with Approval Workflows – Implement Infowise Business Process Automation to ensure managers approve asset requests before assignments.

Comprehensive Asset Management Modules

The Company Equipment & Asset Tracking System consists of several well-structured modules that cover all aspects of equipment management:

  1. Asset Database: Maintain a Centralized Asset Inventory

All company assets are stored in a dedicated SharePoint list, allowing administrators to manage detailed asset information such as:

  • Asset Name, Type, Serial Number (Single Line of Text)
  • Purchase Date, Warranty Expiry (Date and Time)
  • Current Status (Infowise Color Choice)
  • Assigned Employee (User Property Column)
  • Maintenance Logs (Associated Items)

  2. Asset Assignment & Requests: Ensure Proper Equipment Distribution

Employees can request assets through an online form powered by Infowise Form Designer. The system automates:​

  • Request Approval Workflows – Ensuring assets are assigned only with manager approval.
  • Assignment Tracking – Linking assigned assets to employees using Ultimate Forms: Connected Lookupcolumns.

  3. Equipment Returns & Maintenance: Automate Equipment Lifecycle Management

The system simplifies asset returns and ensures regular maintenance with:

  • Return Confirmation Actions – Automatically updating asset status upon return.
  • Maintenance Scheduling – Tracking repair history and warranty information in Ultimate Forms: Associated Items.

How to Use the Asset Tracking Solution

Step 1: Add New Assets – Populate the Asset Database with equipment details.

Step 2: Assign Equipment – Employees submit asset requests through the Infowise Form.

Step 3: Approve Requests – Managers review and approve requests using Infowise Business Process Automation.

Step 4: Track Asset Usage – Monitor active assignments in the Equipment Dashboard.

Step 5: Return & Maintain Equipment – Ensure timely returns and schedule repairs with automated alerts.

Why Choose Infowise Ultimate Forms for Asset Management?

  • No-Code Customization – Modify workflows and forms without coding.
  • Seamless SharePoint Integration – Work within Microsoft 365 without third-party dependencies.
  • Enhanced Security & Compliance – Utilize Infowise Permissions & Role-Based Access.
  • Scalability for Any Organization – Manage assets from small teams to enterprise-level inventories.

This solution is perfect for IT teams, facilities managers, procurement officers, and HR departments looking to improve asset tracking, reduce losses, and optimize equipment allocation.

Start using the Company Equipment & Asset Tracking System today and take full advantage of Infowise Ultimate Forms in SharePoint!


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