ITAM / Devices

How to Add a Device

Register new hardware in WorkVerge so Carlos can assign Sophie's MacBook, track it through audits, and link tickets when something breaks.

Real-world scenario

Carlos Reyes · IT Admin at Bluewave Labs

Sophie Park's MacBook Pro 14" arrived from Apple this morning. Carlos needs it in WorkVerge before she starts, assigned, labeled, and ready for the quarterly laptop audit.

Before you begin

  • ITAM access to Physical Assets → Devices
  • At least one inventory type (e.g. MacBook Pro 14") created under Inventory
  • Workplace and employee records set up in My Organization

Overview

Adding a device creates the source-of-truth record for a physical asset. WorkVerge links it to an inventory type for filtering and stats, tracks who has it and where it sits, and feeds QR coverage, asset groups, and depreciation data. You only need name, serial, type, and status to save, fill in the rest when procurement sends the PO details.

Step-by-step

  1. 1

    Open ITAM → Physical Assets → Devices

    You'll see stat cards by type and the full device table. Confirm Sophie's serial isn't already listed before adding a duplicate.

  2. 2

    Click Add Device

    The form opens on the right. Give the device a name your team will recognize, often the model plus the assignee.

  3. 3

    Enter the serial number

    Use the manufacturer serial (e.g. C02XL9ABCD on a Mac). WorkVerge flags duplicates in the same org so two laptops can't share one serial.

  4. 4

    Select device type from Inventory

    Pick the inventory item that matches the hardware, e.g. MacBook Pro 14". Types come from your Inventory tab setup.

  5. 5

    Set workplace and assign the employee

    Choose where the device lives (SF HQ, Remote) and assign Sophie Park if she's the primary user. You can leave assignment blank for spares.

  6. 6

    Choose status and optional details

    Set Active for day-one use, or Maintenance if it's still being imaged. Add manufacturer, model, OS, tags, and purchase info when you have them.

  7. 7

    Click Add Device

    WorkVerge saves the record and it appears in the list immediately. Open the detail view next to generate a QR label.

Example values

Bluewave Labs: Sophie Park onboarding

  • Device name: Sophie Park. MacBook Pro 14"
  • Serial number: C02XL9ABCD1
  • Device type: MacBook Pro 14" (inventory)
  • Workplace: SF HQ
  • Assigned employee: Sophie Park
  • Status: Active
  • Manufacturer / model: Apple / MacBook Pro 14" (M3 Pro)
  • Operating system: macOS 14 Sonoma
  • Tags: engineering, 2026-refresh
  • Purchase date: 2026-06-02

Right after you save

Generate a QR label in Asset Tagger → Bulk QR Generator and stick it on the lid. During the quarterly audit, Carlos scans it with Audit Mode to confirm the record matches the hardware on Sophie's desk.

Required & optional fields

Required

  • Device name. Descriptive label for search and reports
  • Serial number. Unique per org; used for audits and support
  • Device type. Inventory item (Laptop, Monitor, etc.)
  • Status. Active, Inactive, or Maintenance

Optional

  • Workplace. SF HQ, NYC Office, Remote, etc.
  • Assigned employee. Primary user; leave empty for spares in the closet
  • Manufacturer, model, operating system. Helpful for refresh and support tickets
  • Tags. Filter later (e.g. engineering, sales, 2026-refresh)
  • Description. Notes for your team
  • Purchase date and price. Used by depreciation tracking

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