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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 view and update the Asset details.

To update Asset details:

  1. Select Asset > User > Manage Asset > Asset Inventory.
  2. On the ASSET INVENTORY page under the SELECT THE ASSET TYPE section, click FIXED.
  3. On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the required details and click SUBMIT to view the list of Assets based on the filter criteria. For more information about fields on the FILTERS pop-up page, see Searching Assets.

    Note
    titleNote:

    For Fixed Assets, the list of configured Fixed Asset details is displayed immediately after the page loads. You may specify a filter criteria based on your specific requirement. For more information about fields on the FILTERS pop-up page, see Searching Assets.

  4. The list of Assets based on the filter criteria is displayed. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.
  5. Select the check box corresponding to the Asset you want to update. You should select only one Asset at a time. On the ACTIONS panel, click UPDATE.

    FIXED ASSET page
    Figure:  FIXED ASSET page
  6. You can update the details of the selected Asset and click SUBMIT to save the changes. For more information about the GENERAL and RELATIONSHIP tabs, see Field Description.

    UPDATE FIXED ASSET page
    Figure:  UPDATE FIXED ASSET page

GENERAL


Figure: UPDATE FIXED ASSET page: GENERAL tab

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Field Description
Field Description
Field Description

The following table describes the fields under the GENERAL tab:

Field

Description

DETAILS

Store

If required, update the new Store to which you want to add the Asset.

Data Template

If required, update the Data Template to populate fields under the GENERAL tab with the data available in the Template.

Asset Condition

If required, update the condition of the Asset.


RELATIONSHIP

You can link or unlink Contract(s) from the Asset using the Link or De-link option, respectively. When you link a Contract to the Asset, the Contract is displayed under the RELATIONSHIP tab.

RELATIONSHIP tab
Figure: UPDATE FIXED ASSET page: RELATIONSHIP tab

To link a Contract to the Asset:

  1. Under the RELATIONSHIP tab, in the Link drop-down list, select Link Contract.
  2. On the RELATIONSHIP pop-up page, ensure that Link Contract is selected in the Relation drop-down list, and then click SEARCH. The list of Contracts are displayed.

    Linking Contract
    Figure: RELATIONSHIP pop-up page: Linking Contract
  3. Select the Contract(s) that you want to link to the Asset, and then click LINK in the lower-right corner of the RELATIONSHIP pop-up page.

To unlink a Contract from the Asset:

  1. Select the Contract under the RELATIONSHIP tab, and then click De-Link.

    Unlinking Contract
    Figure: RELATIONSHIP tab: Unlinking Contract

 

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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+Documents1

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