Adding New Software

If you need to track a new piece of software, you can either add the Software Title manually or use an existing Software Registry to add it.


 

Manually adding a Software Title

Steps:

  1. Go to Modules > Asset Management > Asset Tables > Software Titles > Add.
  2. Enter the appropriate information and click Save.
  3. Go to Modules > Asset Management > Software Purchases > Add.
  4. Enter the appropriate information and click Save.
  5. Install the software on the PCs.
  6. Run an audit with TrakPC (or TrakMac if this is on a Mac), then apply the audit. This will create the registry record.
  7. Go to Modules > Asset Management > Asset Tables > Software Registry > Link Titles and select the desired Software Registry record.
  8. Scroll down to the Software Titles section and select the appropriate Software Title.
  9. Click Update.

A confirmation message will appear when this process is complete.


 

Adding a Software Title from an existing Software Registry

Steps:

  1. Install the software on the PCs.
  2. Run an audit with TrakPC, then apply the audit. This will create the registry record.
  3. Go to Modules > Asset Management > Asset Tables > Software Registry > Copy to Titles.
  4. When the list populates, check the registry name of the software you want to create.
  5. Click Copy Records.
  6. Go to Modules > Asset Management > Software Purchases > Add.
  7. Enter the appropriate information and click Save.

A confirmation message will appear when this process is complete.