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You (End Users) can view the list of Assets allocated to you on the USER DASHBOARD page (Dashboard > OTHERS > MY ASSETS). You can accept, reject, or return the Assets assigned or allocated to you.

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Note
titleNote:

If you select a theme for which End User Dashboard is enabled on the THEME CONFIGURATION page, the User Dashboard page is displayed as configured. For more information about the THEME CONFIGURATION, see SummitAI Platform.


Figure: User Dashboard

Section 1

This section displays the icons on the Quick Action Bar. For more information on the icons, see Describing the User Interface in SummitAI Platform.

Section 2

The following table explains the icons are displayed in this section:

Icon

Description

Click this icon to view the Dashboard links. Click the links to view the respective Dashboard.

Click this icon to view the list of Service Catalogs. Click the Catalog to create a Service Request for using the same catalog. The list is displayed based on the configuration on THEME CONFIGURATION page. For more information, see SummitAI Platform Help.

Section 3

This section displays the Global Search box. For more information, see Global Search in SummitAI Platform.

Section 4

This section displays the links configured on the THEME CONFIGURATION page. You per perform various actions using these links.

Note
titleNote:

The icons and links displayed on this page is configurable. For more information see SummitAI Platform Help.

To view the Asset list:

  1. Select Dashboard. The DASHBOARD  page is displayed.
     USER DASHBOARD page
    Figure: USER DASHBOARD page: MY ASSETS

  2. Click USER DASHBOARD. The USER DASHBOARD tab is displayed.
  3. Under OTHERS section, click MY ASSETS. The MY ASSET LIST page is displayed. On the MY ASSET LIST page, you can view the list of Assets assigned or allocated to you. You can select the view from the grid by selecting Tile View or Tabular View icons.

    MY ASSET LIST page (Tile View)
    Figure: MY ASSET LIST page (Tile View)

    MY ASSET LIST page (Tabular View)
    Figure: MY ASSET LIST page (Tabular View)

  4. On the ACTIONS panel, click Filters and the FILTERSpop-up page is displayed.

  5. On the FILTERS pop-up page, select the asset type from the Asset Type drop-down list and click SUBMIT.

    Note
    titleNote:

    The Asset Type drop-down list displays the asset types configured on the TENANTpage. If the User is configured in multiple Instances, all the asset types configured for that User are displayed in the drop-down list. If the User is configured with an asset type and no asset from that asset type is allocated to him, the configured asset type is not displayed in the Asset Type drop-down list on the FILTERSpop-up page.

  6. Select the Asset you want to accept, reject, or return to the store and click the respective icon on the ACTIONS panel. For more information about the fields on the MY ASSET LIST page, see Field Description.

    Note
    titleNote

    If the Asset Allocation E-mail parser feature is enabled, the user can accept or reject the Asset Allocation request through an E-mail. To enable the E-mail parsing for Asset Allocation, see Application Setting By Tenant. To configure the E-mail parsing, see Configuring Mailbox and Notification Parse in SummitAI Platform.

    See Sample E-mail

Anchor
Field Description
Field Description
Field Description

The following table describes the fields of the FIXED ASSET LIST on the MY ASSET LIST page:

Field

Description

Select

Select the check box corresponding to an Asset to accept, reject, or return the Asset.

Status

Displays the status of the Asset. Flags represent the status of the Asset.

Asset ID

Displays the unique ID for the Asset.

Asset Type

Displays the Type of the Asset.

Category

Displays the Category of the listed Asset.

Asset Code

Displays the Asset code of the Asset.

Serial Number

Displays the serial number of the Asset.

Host Name

Displays the host name of the Asset.

Asset Location

Displays the Location of the Asset.

Allocated Type

Displays the type of allocation for the Asset.

Allocated Date

Displays the date when the Asset is allocated.

Allocation Status

Displays the status of the allocated Asset.

Remark

Displays the remarks, if any.

Request ID

Displays the Request ID for the Asset.

Make

Displays the Manufacturer details of the Asset.

Model

Displays the Model of the Asset.

IP Address

Displays the IP Address of the Asset.

Note
titleNote

The fields on the MY ASSET LIST page depend upon the configuration done by the Administrator. For more information, see Configuring My Asset List Page.


The following table describes the fields of the NON FIXED ASSET LIST on the MY ASSET LIST page:

Field

Description

Select

Select the check box corresponding to an Asset to accept, reject, or return the Asset.

Status

Displays the status of the Asset. Flags represent the status of the Asset.

Asset ID

Displays the unique ID for the Asset.

Asset code

Displays the code of the Asset.

Category

Displays the Category of the listed Asset.

Asset Type

Displays the type of the Asset.

Location

Displays the location of the Asset

Store

Displays the store location of the selected Asset.

Allocation Quantity

Displays the allotted quantity of the Asset.

Allocation Type

Displays the type of allocation for the Asset. 

Allocation Status

Displays the status of the allocated Asset.

Remarks

Displays the remarks, if any.

Request ID

Displays the Request ID of the Asset.

Allocated Date

Displays the date when the Asset is allocated.

Attribute Name

Displays the Attribute name of the Asset

Attribute value

Displays the Attribute Value of the Asset.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MY ASSET LIST page.

ACCEPT

Note
titleNote:

The icons on the ACTIONS panel are displayed based on the configuration done by the Administrator. For more information, see Configuring My Asset List.


Select the Asset and click the ACCEPT icon to accept the Asset allocated to you. The ACCEPT ASSET pop-up page is displayed. Specify the remarks and click ACCEPT. When the assets are linked with service request, the Asset and User details are displayed on the SERVICE  REQUEST DETAIL page. For more information about the SERVICE REQUEST DETAIL page, see Viewing/Updating Service Request Details in Service Management.

ACCEPT ASSET pop-up page
Figure:  ACCEPT ASSET pop-up page

REJECT

Select the Asset and click REJECT icon to reject the Asset allocated to you. The REJECT ASSET pop-up page is displayed. Specify the remarks and click REJECT.

 REJECT ASSET pop-up page
Figure:  REJECT ASSET pop-up page

RETURN

Select the Asset and click RETURN icon to return the Asset. A confirmation message is displayed. Click OK to confirm.

Anchor
Reconciliation
Reconciliation
RECONCILIATION

After the Assets are sent for Reconciliation, the End Users need to acknowledge those Assets (Sending Assets for Reconciliation). Click RECONCILIATION to accept or reject an Asset that is sent to you for Reconciliation. For more information about accepting or rejecting an Asset, 

Expand
titleClick Here.

Select the Asset that you want to accept or reject, and then click RECONCILIATION on the ACTIONS panel. Alternatively, if the Assets are displayed in Tile View, you can click the icon on the Asset tile.

Note
titleNote:

The RECONCILIATION icon is displayed on the ACTIONS panel only when you select an Asset that is sent for Reconciliation.


Figure: MY ASSET LIST page: Reconciliation icon

The ASSET RECONCILIATION page is displayed. On the ASSET RECONCILIATION page, in the Action field, select the action that you want to perform on the Asset, and specify the remarks, if any.


ASSET RECONCILIATION page
Figure: ASSET RECONCILIATION page -Allocation Info (Revoke)


Figure: ASSET RECONCILIATION page - Location Info (Reject)

The following table describes the fields on the ASSET RECONCILIATION page:

Field

Description

Allocation Info

Displays the Allocation details of an Asset.

Configuration Info

Displays the Configuration details of the allocated Asset. This tab is displayed based on the configuration from APPLICATION SETTINGS BY TENANT page.

Location Info

Displays the Location details of the allocated Asset. This tab is displayed based on the configuration from APPLICATION SETTINGS BY TENANT page.

Note:

The Manager can view the modified location details provided by the user while rejecting or accepting the reconcile Asset on the REPORTEE ASSET DETAILS pop-up page. For more information, see Verifying Asset Reconciliation.

Action

Select the Action that you want to perform the reconciled Asset. You can configure the these Action fields on the APPLICATION SETTINGS BY TENANT page.

  • Select Accept  to accept the reconciled Asset.
  • Select Reject to reject the reconciled Asset.

Note: 

  • If the user accepts/rejects the reconciled Asset, then an e-mail is sent to the configured/available Manager for approval.
  • If there is no configured/available Manager, then the process is completed.

Asset Purpose

Select the reason of allocating the Asset to the specified user in the Allocation Details section.
Note:

The Asset Purpose drop-down list is displayed in the following conditions:

  • The Display Asset Purpose Field while Accepting Reconciled Assets is selected on the ASSET APPLICATION SETTINGS page. For more information about configuring ASSET APPLICATION SETTINGS page, see Configuring Asset Application Settings.
  • You select Accept in the Action drop-down list of the Allocation Details section.

Rejection Type

Select the reason of rejecting the Asset. You can select either Not Available or Need to Deactivate/Dispose.

Note:

The Rejection Type drop-down list is displayed only when you select Reject in the Action drop-down list of the Allocation Details section.

Attachment

Upload the supporting documents, if any

Note:

The Attachment field is displayed in the following conditions:

  • The Upload Attachments while Rejecting Reconciled Assets is selected on the ASSET APPLICATION SETTINGS page. For more information about configuring ASSET APPLICATION SETTINGS page, see Configuring Asset Application Settings.

  • You select Need to Deactivate/Dispose in the Rejection Type drop-down list.

New Floor

Search and select the correct Floor of the reconciled Asset whenever the reconciled Asset is rejected due to the incorrect Floor.

Note:

The New Floor field is displayed only when you select Reject in the Action drop-down list of the Location Info section.

New Cubicle

Specify the correct Cubicle of the reconciled Asset whenever the reconciled Asset is rejected due to the incorrect Cubicle number.

Note:

The New Cubicle field is displayed only when you select Reject in the Action drop-down list of the Location Info section.

Remarks

Specify the remarks, if any.


Click SUBMIT to send the Asset to the Manager for verification. For more information about the verification process of a reconciled Asset, see Verifying Asset Reconciliation.


EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the record displayed on this page to a Microsoft Excel sheet. This is possible only when the page is viewed in Tabular View.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet. This is possible only when the page is viewed in Tabular View.

Anchor
See Sample E-mail
See Sample E-mail

Expand
titleSee the Sample e-mail

Accessories Asset Allocation E-mail

Asset Project Allocation E-mail

Consumable Asset allocation E-mail

Asset Customer Allocation E-mail

Asset Location Allocation E-mail

Software Asset Allocation E-mail

User Acceptance - Acknowledgement E-mail

Invalid E-mail Subject

 

Invalid User Action E-mail

Unauthorized User Action E-mail


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