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Reftab

Bring your Reftab asset register into ConfigView: every asset with its serial number, status and location, who has it checked out, licences and seats, borrowers, requests and maintenance.

Questions you can answer 39

Each one is a saved query that ships with ConfigView, reading your Reftab data on your own server. Ask it in plain English, SQL, Slack or the API.

  • Which accessories are running low and need reordering?
  • Are we below the minimum stock on chargers or YubiKeys?
  • List Reftab accessories at or below their reorder level
  • How many laptops do we have in storage versus deployed?
  • How many spare assets are available to issue in Reftab?
  • Show the asset register broken down by category and status
  • How many monitors and docking stations are in the asset register?
  • Break down our Reftab assets by category
  • How much equipment is at each office?
  • Which Reftab location holds the most assets?

What ConfigView collects from Reftab 13

  • Assets

    Every asset with its category, location, status, serial number, who has it checked out and when it is due back.

  • Accessories

    Accessories and consumables with quantity on hand, how many are in use, the minimum before a reorder alert, and vendor.

  • Asset Categories

    Asset categories, how many assets each holds, and the custom fields defined on each.

  • Locations

    Every location and sub-location, with its parent and counts of the assets, licences and accessories held there.

  • Licenses

    Software licences, active and cancelled: seats bought and used, cost, vendor, expiry and cancellation dates.

  • Applications

    The SaaS applications tracked in Reftab, with vendor, owners, status, cost, roles and the licences attached.

  • Loans

    Every check-out of an asset, licence, accessory or kit, open and returned: who has it, who issued it, and the due date.

  • Borrowers

    Everyone who can be lent equipment - borrowers and Reftab users alike - with email, title, employee ID and whether they are disabled.

  • Users

    Reftab user accounts, enabled and disabled, with role, whether a password has been set up, and SSO role lock.

  • Requests

    Asset and accessory requests in every state, with requester, reason, what was asked for, approval history and current approvers.

  • Reservations

    Reservations of assets, licences, accessories and kits - upcoming, fulfilled and cancelled - with who booked them and for when.

  • Asset Maintenance

    Scheduled and completed maintenance on each asset: the job, who it is assigned to, due date and task checklist.

  • Verifications

    Equipment verifications sent to borrowers to confirm they still have an item: when sent, when due, and whether they answered.