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titleSummitAI Asset Management

SummitAI Asset Management

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titleConcepts

Application Control

Asset Integration

Asset Reconciliation

Asset Types

Consumable Vs. Accessories

Hardware Variance

Remote Desktop

Software Variance

Software Delivery and Uninstallation

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titleAnalysts

Analysts

Asset Dashboard

Searching Users

Searching Assets

My Assets

Reconciling Assets

Asset Inventory

Fixed Assets

Consumable_AM

Accessories

Software

Variance

Viewing Hardware Variance

Viewing Software Variance

Viewing New Discovery

Verifying Scanned Assets

Import

Importing Assets

Importing and Allocating Assets in Bulk

Activating or Deactivating and Moving Assets in Bulk

Approvals

Verifying Asset Reconciliation

Approving Asset Movements

Printing Gate Pass

Approving Asset Deactivation

Approving Physically Verified Assets

Reconciling Store Wise Assets

Approving Store Wise Reconciled Assets

Approving Asset Using Maker-checker

Contract Management

Adding Contract or Agreement Details

Software Delivery

Configuring Software Package

Configuring Software Delivery Schedule

Viewing Software Delivery Status

Viewing Software Uninstallation Report

Allocating or Deallocating Licenses

Patch Reports

Asset Physical Verification

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titleAdministrators

Administrators

Configuring Asset Management Module

Configuring Asset Category Using Form Builder

Configuring My Asset List Page

Custom Scheduler Jobs

Asset Masters

Configuring Location And Store

Configuring Asset Purpose

Configuring Action Attribute

Configuring Fault Type

Configuring Solution Type

Configuring Notifications and Templates

Configuring Allocation Form Template

Configuring Key Field Mapping

Configuring Data Templates

Configuring Field Display Order on Fixed Asset List Page

Software

Software Request Mapping Form

Adding/ Updating Software

License Mapping

Blacklisting Software

Configuring Software Baseline Profiles

Software Baseline Profile Mapping

Configuring Software License

License Key Mapping

Depreciation

Configuring Depreciation Formula

Configuring GAAP Depreciation

Configuring Depreciation Field Mapping

Configuring Custom Depreciation Formula

Mapping

Discovery Mapping

Configuring CMDB Mapping

Procurement Mapping

Account Mapping

Configuring Custom Hardware Variance

Mapping ServiceNow Category

Application Control

Creating and Updating Profile

Mapping Profiles

Configuring Application Control Messages

Configure Software and Executable Execution Type

Viewing Software Process List

Endpoint Compliance

Endpoint Dashboard

Viewing Endpoint Profile List

Configuring Endpoint Profile

Viewing Dynamic Endpoint

Configuring Dynamic Endpoint

Mapping Endpoint Profile

Patch Management

Viewing Patch List

Creating Asset Groups

Configuring Patches

Others

Configuring Asset Application Settings

Configuring Asset Movement

Configuring Asset Alerts

Configuring Store Threshold

Configuring Asset Scan Domain List

Configuring Local Password Management

Configuring E-mail Notifications

Configuring Asset Integration Details

Configuring Additional Discovery

Scheduling Asset Physical Verification

Configuring Product Price

Adding Software Deployment Profile

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Mapping Approver

Deactivation Approval Matrix

Configuring Deactivation Approval Matrix

Configuring Approver

Configuring Location-Wise Approvers

SUMMIT Software Center

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titleReports

Viewing Reports

You can add and modify different types of Alerts for Assets. You can configure Asset Alerts for allocated Assets, Hardware Variance, and Software Variance. You can also configure Custom Alerts. These Alerts are notified through e-mails to the assigned Analysts.

To configure Alerts:

  1. Select Asset > Configuration > Others > Asset Alert Configuration.
  2. On the ASSET ALERT CONFIGURATION page, click ADD NEW on the ACTIONS panel.
  3. On the ALERT CONFIGURATION page, select the Tenant and type in the new Alert details. For more information about the fields on the ALERT CONFIGURATION page, see Field Description.
  4. Click SUBMIT. The new Alert is configured.

    ALERT CONFIGURATION page
    Figure:  ALERT CONFIGURATION page

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the ASSET ALERT CONFIGURATION page:

Field

Description

DETAILS

Alert Type

Select the Alert Type.

  • Custom Type: Refers to a Custom Alert, such as expiry dates, and so on.
  • Returnable Allocated Asset: Refers to the Alerts for Assets that are allocated for a temporary purpose. This Alert is sent when the specified return date is expired.
  • Software Variance: Refers to the Alerts that are sent after performing a periodic check of all the software Assets for finding the variance.
  • Hardware Variance: Refers to the Alerts that are sent after performing a periodic check of all the hardware Assets for finding the variance.
  • Asset Not Contacted/Discovered: Refers to the Alerts that are sent when an agent installed Asset/agentless Asset is not contacted after performing a discovery for a specific period.
  • Software Licence Utilization: Refers to the Alerts that are sent after performing a periodic check of the over utilization of configured software.
  • Returnable Allocation Asset - End User: Refers to the Alerts reminders that are sent to the users in advance on the return date of the allocated Assets.
  • Blacklist Software Asset: Refers to the Alerts that are sent after performing a periodic check for the usage of the configured blacklisted software.
  • Movement Returnable Asset: Refers to the Alerts that are sent to remind the User about the date at which the Assets have to be returned to the respective store/floor.
  • Temporary Allocated Non-fixed Asset – End User: Refers to the Alerts that are sent to remind the User about the non-fixed assets allocated for temporary usage.
  • Blocked Application: Refers to the Alert that are sent if a blocked application is opened by the User.

An e-mail is sent to the specified e-mail ids. Based on the selected Alert Type, you may see different fields on the application.

Asset Type

Lists the various types of Assets.

  • Fixed Asset: Indicates the type of Assets that can be allocated to an employee and returned to the store. For example, Laptop, Desktop.
  • Consumable Asset: Indicates the type of Assets that are used by the employee and are not returned to the store. For example, Water bottles, Notepads, Pens, DVDs.
  • Accessories: Indicates the type of Assets that can be allocated to the fixed Assets. For example, RAM, Mouse, Laptop bag.
  • Software: Indicates the number of used and available software licenses in the store.

Select the Asset type from the list.

Alert Name

Type in the name for the new Alert.

Number of Days in Advance

Type in the number of days in advance the Alert should be sent.

Store

Lists the configured Stores. Click on the Search icon. The LOCATION pop-up page is displayed. You can use the Expand icon to view the stores and floors in the location tree. Select a Store from the list.

Sender Email ID

Type in the e-mail id to send the Alert.

Sender Name

Type in the name of the user/Workgroup to send the Alert.

Mail To

Type in the e-mail address of the recipients to send the Alert mails in the To list.

Mail CC

Type in the e-mail address of the recipients to send the Alert mails to send in the CC list.

Active

Indicates the status set for an Alert type.

  • If selected, this Alert type is displayed in the Alert Type list.
  • If cleared, the Alert type is inactive.

Asset Alert

Lists the configured Asset Category details to map.

  • Asset Type: Displays the Asset type name.
  • Mapping Column: Lists the configured Category attributes. Select the attribute name in the Mapping column same as the specified Alert Name to map it to the Asset Type.

Note: The above values will be displayed only if the Alert Type is selected as Custom Type.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ASSET ALERT CONFIGURATION page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Alert for the selected Tenant.


Figure:  ASSET ALERT page: List of Asset Alert 

  • To edit an Alert, click the configured Alert Name. Make appropriate changes and click SUBMIT.
  • To display the inactive Alert, click the Include Inactive Records check box.

    Note
    titleNote:

    When the Alert are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Alert.

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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents