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titleSummitAI Asset Management

SummitAI Asset Management

SummitAI IT Asset Management

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titleConcepts

Application Control

Asset Integration

Asset Physical Verification

Asset Reconciliation

Asset Types

Consumable Vs. Accessories

Hardware Variance

Maker Checker

Remote Desktop

Software Variance

Software Delivery and Uninstallation

Software Metering and Non-Compliance

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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

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

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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

Endpoint Automation

Endpoint Automation Scripts

Endpoint Automation Scheduler

Endpoint Automation Profile Mapping

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

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Assets may be required to be sent out from a premise for various reasons. The SummitAI application provides an option to print Gate Pass for Assets, which are being taken out from the Parent Store/Floor. Gate Pass can be printed for Assets going through Store Movement, Floor Movement, To Repair, and From Repair. To print Gate Pass, the Approval Matrix needs to be configured to approve the Asset Movement types. The Gate Pass can be printed only after the first level approval is given. The first level Approver is notified immediately after an Asset Movement is initiated. To know more about Asset Movement approval, see Approving Asset Movements.

To print Gate Pass:

  1. Select Asset > User > Manage Asset > Approvals > Print Gate Pass.

  2. On the PRINT GATE PASS page, click the Filters icon on the ACTIONS panel. Select the required filter criteria and click SUBMIT. For more information about fields on the FILTERS pop-up page, see: Filters.

  3. The list of Assets under movement based on the selected filter criteria is displayed. For more information about fields on the PRINT GATE PASS page, see Field Description.

    PRINT GATE PASS page
    Figure: PRINT GATE PASS page

  4. Click the PRINT icon on the ACTIONS panel to view the details of the Approvers and print the Gate Pass for all the Assets under          movement.
     PRINT pop-up pageFigure: PRINT pop-up page

  5. Click the Movement ID to view the Approvers and Asset movement details and print the Gate Pass.

    Details of Asset under movement
    Figure: GOODS MOVEMENT GATE PASS: Details of Asset under movement

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Field Description
Field Description
Field Description

The following table describes the fields on the PRINT GATE PASS pop-up page:


Fields

Description

DETAILS

Movement ID

Displays the Movement ID for the Asset movement. Click the Movement ID to view the Asset movement details.

Initiated By

Displays the user who initiated the movement.

Approved Date

Displays the time and date, the movement is approved.

Movement Type

Displays the type of movement.

Source

Displays the source where the movement is initiated.

Destination

Displays the destination where the Asset is moving.


ACTION

This section explains all the icons displayed on the ACTIONS panel of the PRINT GATE PASS page

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Filters
Filters
Filters
Click the Filters icon to specify a filter criteria to display a particular set of Assets under movement. On clicking the Filters icon, the                FILTERS pop-up page is displayed. Select the required  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 Tenant from the list.

Asset Type

Lists the Asset Types. Select Asset Type from the list.

Movement Type

Lists the configured Movement Types. Select the Movement Type from the list.

Start Date

Specify the start date of the Asset movement. Click the Calender icon to select the date.

End Date

Specify the end date of the Asset movement. Click the Calender icon to the date.

Movement ID

Type in the Movement ID to search for a specific Asset movement.

PRINT

Click PRINT to print the Gate Pass.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on the page to a Microsoft Excel sheet.


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