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In New Discovery, you can view the Assets that are not present in the SUMMIT Asset Management data. These Assets are newly discovered and are not mapped to any Store or allocated to any User. You can move these Assets to a Store, auto-allocate them to a specified User, or manually allocate them to a User based on the requirements. Example: If you auto-discover Assets, the NEW DISCOVERY page displays the Assets that are not present in the SUMMIT Asset Management data. After you move these Assets to a Store or allocate them to Users, they are not displayed again in the NEW DISCOVERY page.

To view newly discovered Assets:

  1. Select Asset > User > Manage Asset > Variance > New Discovery. The NEW DISCOVERY page is displayed.
  2. On the ACTIONS panel of the NEW DISCOVERY page, click the Filters option. The FILTERS pop-up page is displayed.

  3. On the FILTERS pop-up page, specify the filter criteria and click SUBMIT.The LIST section displays the details of the discovered Assets matching the filter criteria. For more information about the fields in the table, see Field Description.


    Figure: NEW DISCOVERY page: FILTERS pop-up page

    NEW DISCOVERY page
    Figure: NEW DISCOVERY page

  4. Click the check box in the Select field of the Asset to view the information of the discovered and undiscovered fields.
  5. Click IMPORT. The application redirects you to the information of the discovered and undiscovered fields under the DISCOVERED FIELDS and UNDISCOVERED FIELDS sections.

To map and allocate Assets:

  1. On the NEW DISCOVERY page, select the Category in the drop-down list to which you want to map the Asset.
  2. On the NEW DISCOVERY page, select the Category to which you want to map the Asset.

  3. Under the Mapping tab,click the search icon in the Store field to map a Store. The LOCATION pop-up page is displayed.


    Figure: NEW DISCOVERY: Mapping tab

  4. On the LOCATION pop-up page, select the store from the tree view.

  5. Specify all the information under the DISCOVERED FIELDS and UNDISCOVERED FIELDS sections.

    Note
    titleNote:

    All the fields under the DISCOVERED FIELDS and UNDISCOVERED FIELDS sections are dynamic and can be configured on the FORM BUILDER page. To know more about the FORM BUILDER page, see Configuring Asset Category Using Form Builder.

  6. Click SUBMIT.

To allocate an Asset:

  1. Under the Allocation tab of the NEW DISCOVERY page, you can auto-allocate or manually allocate the Asset to a User or Store. Select the type of allocation from the Type of Allocation drop-down list.

  2. Specify all the required information based on the selection in the Type of Allocation drop-down list. For more details on the fields under the Allocation tab, see Field Description.


    Figure: NEW DISCOVERY page: Allocation tab (Auto Allocation)


    Figure: NEW DISCOVERY page: Allocation tab (Manual Allocation)

  3. Click SUBMIT.

Anchor
Field Description
Field Description
Field Description

The following table describes the fields of the NEW DISCOVERY page.

Field

Description

Type of Allocation

Select a type of allocation from the list:

  • Manual Allocation: Manual Allocation of an Asset to a User or store is preferred when the User name is not discovered under the DETAILS table of the NEW DISCOVERY page.
  • Auto Allocation: Auto allocation of an Asset to a Store is possible only when the User name is discovered under the DETAILS table of the NEW DISCOVERY page.

Allocate to

Select a value from the drop-down list.

  • Single User: Select this option if you want to allocate an Asset to a single user. For example: An Employee.
  • Multiple User: Select this option if you want to allocate an Asset to multiple users. For example: In an organization, the employees are working in the BPO environment, if there is a requirement to allocate the same Asset for different employees on shift basis.
  • Tenant: Select this option if you want to allocate a certain number of Assets or a single Asset for a Tenant. For example: Different types of Servers, Printers, and so on.
  • Location: Select this option if you want to allocate a certain number of Assets or a single Asset for a location. For example: Different types of Servers, Printers, and so on.

  • Customer: Select this option if you want to allocate a certain number of Assets or a single Asset for a customer. For example: Different types of Servers, Printers, and so on.
    Note: If you want to disable an option among the drop-down values listed above, contact the System Administrator.

Customer

Select a customer from the list.

Project

Select the project from the list.

User

Type in the name of the User

Floor

Search the floor.

Cubicle

Select the cubicle number for the Asset.

Allocation Type

Select the type of Allocation for the Asset.

  • Permanent: Select this option if the Asset Allocation is a permanent allocation.
  • Temporary: Select this option if the Asset Allocation is a temporary allocation.

Allotted Date

Select the date of allocation of the Asset.

Request Id

Type the incident number for the Asset.

Return Date

Select the date when the Asset should be returned.

Purpose

Select the purpose of Asset allocation from the list.

Remarks

Type in the comments or notes about the Assets, if there is any.

Auto Allocate Asset

Select the Auto Allocation Asset check box to auto allocate the Asset to any user found on the selected floor of the selected store

ACTIONS

This section explains all the fields on the on the ACTIONS panel of the NEW DISCOVERY page.

PRINT TABLE

Click PRINT TABLE to print the DETAILS table details.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the table details to Microsoft Excel.


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