Managing Assets

Existing assets in PlexTrac are managed from the Clients module. Assets may be found either from the Assets tab of a client, the Assets tab of a report, or via the Findings>Affected Assets tab when creating or modifying a finding.

Modifying an Asset for a Client

Step 1: Within a client, click the Assets tab.

Step 2: Click Edit under the "Actions" column of the asset to modify.

Step 3: Update desired fields on the "Edit Asset" page.

Step 4: Click Asset Detail.

Step 5: A list of asset metadata and the Associated findings tab are presented. Click Notes/Description.

The Associated findings tab table view can be customized by clicking the column icon to the right of the search bar.

Step 5: Existing ports, notes, and descriptions are presented. Add information by clicking Add Note.

Step 6: Click the Child assets tab to view any child assets that may exist. The Child assets tab table view can be customized by clicking the column icon to the right of the search bar.

Bulk Actions

Bulk action options appear after selecting one or more assets by clicking the checkbox or the box next to the column header.

Click Actions to see the options available, such as linking to a priority or adding a tag.