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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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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.
Section 1This section displays the icons on the Quick Action Bar. For more information on the icons, see Describing the User Interface in SummitAI Platform. Section 2The following table explains the icons are displayed in this section:
Section 3This section displays the Global Search box. For more information, see Global Search in SummitAI Platform. Section 4This section displays the links configured on the THEME CONFIGURATION page. You per perform various actions using these links.
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To view the Asset list:
- Select Dashboard. The DASHBOARD page is displayed.
Figure: USER DASHBOARD page: MY ASSETS - Click USER DASHBOARD. The USER DASHBOARD tab is displayed.
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 software entitled to you. You can select the view from the grid by selecting Tile View or Tabular View icons.
Figure: MY ASSET LIST page - Fixed Asset
Figure: MY ASSET LIST page Accessories & Consumable
Figure: MY ASSET LIST page - Software
Figure: My Asset List- Tile ViewNote title Note Tick Mark at the right corner of the Tile indicates the Asset selection.
Status of the Asset is indicted at the bottom of the Tile.
The "i" icon when clicked, displays the Asset Details popup.- On the ACTIONS panel, click Filters and the FILTERSpop-up page is displayed.
On the FILTERS pop-up page, select the asset type from the Asset Type drop-down list and click SUBMIT.
Note title Note: 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.
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 title Note 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.
To view the Assets through View By option:
- Select View By option from the top grid bar to view the assets.
Select All option from the View By drop-down to get a consolidated view of all the assets.
Select Category option from the View By drop-down to segregate asset details based on Category.Note title Note The View By option is applicable only to Fixed Assets, Accessories, and Consumables. It has no view changes for My Return Request tab.
Figure: MY ASSET LIST page- View By option
Figure: MY ASSET LIST page- View By Category option with expand/collapse and search controlNote title Note The Category records can be expanded and collapsed through these icons.
The Asset records can be searched in the Search control.
The Action Panel filter can still be used for filtering the asset records.
Anchor Field Description Field Description
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 |
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Select | Select the check box corresponding to an Asset to accept, reject, or return the Asset. |
Status | Displays 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. |
Asset Usage Type | Displays the usage type of the Asset. |
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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 Accessories & Consumables on the MY ASSET LIST page:
Field | Description |
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Select | Select the check box corresponding to an software to accept, reject, or return the software . |
Status | Displays the status of the software . |
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. |
Asset Usage Type | Displays the usage type of the Asset. Note: Asset Usage type is not applicable for Software. |
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This Software tab displays details of allocated Device-based licenses, Blacklisted software and User based licenses under the Software tab. The Blacklisted Software and Allocated Software tabs are displayed under the Software tab based on configuration done on the Asset Management APPLICATION SETTING BY TENANT page. |
The following table describes the fields of the Software on the MY ASSET LIST page:
Field | Description |
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Select | Select the check box corresponding to an Asset to accept, reject, or return the Asset. |
Status | Displays the status of the Asset. |
Asset ID | Displays the unique ID for the Asset. |
Asset code | Displays the code of the software . |
Category | Displays the Category of the listed software . |
Asset Type | Displays the type of the software . |
Location | Displays the location of the software allocated 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. |
Return Request
Enduser can view all the movement Ids details all the asset for which the return movement was initiated. End user can cancel the movement of the selected asset by clicking CANCEL MOVEMENT icon on the Action panel.
To view the details of movement approval, click the hyperlink of asset under the Movement ID column.
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you can view and add remarks only on the MOVEMENT APPROVAL pop-up page. |
Field Description Anchor Field Description movement Field Description movement
The following table describes the fields on the MOVEMENT APPROVAL pop-up page:
Field | Description |
Department | Displays the tenant for which the Asset return movement was initiated. |
Movement ID | Displays the movement ID. |
Barcode | Displays the barcode of the Asset. |
Movement Type | Displays the return movement type of the Asset. |
Asset Drop Location | Displays the drop location of asset. |
Source Location | Displays the source location of the Asset. |
Destination Location | Displays the destination location of the Asset. |
Movement date | Displays the movement date of the Asset. |
Initiated By | Displays the username who initiated the movement. |
Schedule Date of return | Displays the date of returning the asset |
Requested For | Displays the username for whom the return movement of asset was initiated |
Remarks | Specify the remarks for the return movement of the Asset. |
Approval Type | Displays the approval type of the return movement. |
<Assets> | Displays the details of the asset in tabular format. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the MY ASSET LIST page.
ACCEPT
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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.
To accept the asset the end user should perform the following actions:
- Select the asset usage type from the drop-down list
- Type in the remarks
- Select the check box to acknowledge the terms of conditions and click ACCEPT.
Figure: ACCEPT ASSET pop-up page
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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.
Figure: REJECT ASSET pop-up page
RETURN
To return the asset, the end user must perform the following actions:
- Select the Asset and click RETURN icon to return the Asset. A confirmation message is displayed. Click OK to confirm.
- On the RETURN ASSET LIST pop-up page, fill in the required details and click RETURN. For more information about the filed, see Field Description
Return movement of asset is initiated and respective movement ID is generated.
Note title Note: End user can view the movement ID details under the Movement Request tab
Figure: Return Asset List
Anchor Field Description return Field Description return
The following table describes the fields on the Return Asset List pop-up page:
Field | Description |
Tenant | Displays the tenant for which you want to initiate the asset return type |
Return Type | Select the return type. |
Scheduled Return Date | Select the return date of when you want to return the asset using the calendar icon. |
Asset Drop Location | Select the drop location of asset. |
Same as Parent Location | If the check box is selected, the drop location of asset will be considered as parent location. |
Remarks | Specify remarks, if any |
Anchor Reconciliation Reconciliation
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,
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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.
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.
The following table describes the fields on the ASSET RECONCILIATION page:
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UPDATE ASSET USAGE TYPE
Select the Asset and click UPDATE ASSET USAGE TYPE icon to update the usage type of the allocated Asset. Specify the Asset Usage type from the drop-down list, remarks and click SUBMIT to update the asset usage type of the allocated Asset.
Figure: UPDATE ASSET USAGE TYPE pop-up
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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.
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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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