Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from space WS and version Alps
Panel
borderColor#72B0DE
bgColor#72B0DE
Digi accordion
titleSummitAI Asset Management

SummitAI Asset Management

Digi accordion
titleConcepts

Application Control

Asset Integration

Asset Physical Verification

Asset Reconciliation

Asset Types

Consumable Vs. Accessories

Hardware Variance

Remote Desktop

Software Variance

Software Delivery and Uninstallation

Digi accordion
expandedtrue
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

Updating 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

Digi accordion
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

Digi accordion
titleReports

Viewing Reports

The Approvers can approve or reject a floor movement or store movement of an Asset. They can view the movement request only if they are configured as an Approver and also if they have access to the configured location and Tenant.

To approve Asset movement requests:

  1. Select Asset > User > Manage Asset > Approvals> Movement Approval.
  2. On the MOVEMENT APPROVAL 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 (see: Filters).


    Figure:  MOVEMENT APPROVAL page

    The following table describes the fields under the LIST section of the MOVEMENT APPROVAL page:

    Fields

    Description

    LIST

    Movement ID

    Displays the movement ID of the Asset.

    Movement Type

    Displays the movement type of the Asset.

    Initiated By

    Displays the user name who initiated the movement.

    Initiated Date

    Displays the date and time at which the movement is initiated.

    Source

    Displays the Source Store for the movement.

    Destination

    Displays the Destination store for the movement.

  3. Click the Movement ID to approve or reject the movement request.
  4. On the MOVEMENT APPROVAL pop-up page, type in the required details. Select an appropriate Approval Status and provide your  comments in the Comments text box. For more information about the fields on the MOVEMENT APPROVAL pop-up page, see Field Description.


    Figure:  MOVEMENT APPROVAL pop-up page

  5. Click SUBMIT. The movement approval status is updated.
  6. After the movement is approved by the final Approver level , the PRINT GATE PASS is enabled. Click the PRINT GATE PASS button to print the approval details. You can print the ASSET MOVEMENT PASS and get signature on the GATE PASS from the authorised person.


    Figure:  ASSET MOVEMENT GATE PASS

    Note
    titleNote:

    Custom Field values can be viewed on the Print Gate Pass form if configured. This is enabled only if the new Custom Field created for a Fixed Asset is mapped to the Category for which the Custom Field is created on the FIELD MAPPING page (Admin > Modules > Asset > Asset Masters > Field Mapping) and the Mapping Field is selected as Asset Tag. After an Asset is added for the configured Custom Field value and the Approver approves the Asset movement, the configured Custom Field value is displayed on the Print Gate Pass form. For information about printing gate passes, see Printing Gate Pass.

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the MOVEMENT APPROVAL pop-up page:

Fields

Description

Movement ID

Displays the movement id.

Barcode

Displays the barcode of the Asset.

Movement Type

Displays the movement type of the 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 user who initiated the movement.

Remarks

Displays the remarks specified for the movement.

Approval Type

Displays the specified approval type.

Number of Approvals

Displays the number of approvals configured for Asset.

Approved By

Displays the configured approver’s name for the Asset.

Approved Date

Displays the time and date, the movement is approved.

Approval Status

Displays the approval status of the movement as specified by the respective Approver.

Approval Remarks

Displays the Approver’s remarks as specified by the Approver.

Approval Status

Select the Approval Status for the movement:

  • Approved: Select this option to approve the status of the movement.
  • Rejected: Select this option to reject the status of the movement.

Comments

Specify the comments for the movement of the Asset.

Check box

Select the check box corresponding to the Asset to update the approval status.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MOVEMENT APPROVAL page.

Filters

Click the Filters icon to specify a particular filter criteria to display the movement approvals. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the filter criteria and click SUBMIT.

FILTERS pop-up page
Figure:  FILTERS pop-up page

The following table describes the fields on the FILTERS pop-up page:

Fields

Description

Tenant

Lists the configured Tenants. Select an Tenant name from the list.

Asset Type

Lists the Asset types. Select an Asset type from the list.

Movement Type

Lists the Movement types. Select a Movement type from the list.

Start Date

Select the start date of the Asset movement using the Calendar icon.

End Date

Select the end date of the Asset movement using the Calendar icon.

Approver Type

Lists the Approval Types.

  • All Pending Approvals: Select to view all the pending approvals.
  • My Pending Approvals: Select to view pending approvals from the logged in user.

Movement ID

Specify a range of Movement IDs for which you want to view the pending approvals.

Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
1

| |