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titleSummitAI Asset Management

SummitAI Asset Management

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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

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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

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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What is Asset Dashboard?

On the ASSET DASHBOARD page (Dashboard menu), you can view the important charts and reports of the Asset Management module. You can view the count of Assets and status-wise distribution of Assets for each Asset type, such as Fixed, Consumable, Accessories, and Software Asset types. You can view the variance and category-wise distribution of variance for hardware, software, and software non-compliance. You can also view the Operating System Summary report and count of Assets that are In-Repair, Pending Acceptance, Allocated Pending Returns, and so on status. Select the Tenant for which you want to view the Asset Dashboard.

Various Sections of the Page

This section explains the various sections of the ASSET DASHBOARD page:

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Figure: ASSET DASHBOARD page

HARDWARE

  • You can view the total count of Fixed Assets and the count of Fixed Assets that are Allocated, In Repair, In Store, and Deactive. You can mouse over on the chart to view the percentage of Fixed Assets for each Asset status.
  • You can view the total count of Consumable Assets and the count of Consumable Assets that are Available, Allocated, and Deactivated. You can mouse over on the chart to view the percentage of Consumable Assets for each Asset status.
  • You can view the total count of Accessories Assets and the count of Accessories Assets that are Available, Allocated, and Deactivated. You can mouse over on the chart to view the percentage of Accessories Assets for each Asset status.

VARIANCE

  • You can view the total count of Hardware Variance and the count of Hardware Variance in Asset Categories, such as Desktop, Laptop, and so on. You can mouse over on the chart to view the percentage of Hardware Variance for the Asset Category.
  • You can view the total count of Software Variance and the count of Software Variance in Asset Categories, such as Desktop, Server, and so on. You can mouse over on the chart to view the percentage of Software Variance for the Asset Category.
  • You can view the total count of Software Non-compliance Variance and the count of Software Non-compliance Variance in Asset Categories, such as Pro desktop, Visual Studio Professional, and Project Standard. You can mouse over on the chart to view the percentage of Software Non-compliance Variance for each software.
  • To view the Hardware or Software variance details, click the related charts in the VARIANCE section.
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    Figure: HARDWARE VARIANCE page

    SOFTWARE VARIANCE page
    Figure: SOFTWARE VARIANCE page 

    PRINT

    Click the PRINT icon to print the data displayed on the table. 

    EXPORT TO EXCEL

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

SOFTWARE

  • You can view the Operating Systems Summary Report. It displays information about the number of installations of various operating systems.

OTHERS

  • You can view the count of Assets that are In Repair, Pending Acceptance, Allocated Pending Return, Movement Pending Return, Recently Discovered, Assets not contacted for > 30 days, Age of Asset > 4 years, Warranty expired, and Warranty about to expire in 30 days.

    Note
    titleNote:
    • You can search for Assets using the Search Asset icon. For more information about searching Assets, see Searching Assets.
    • You can select the type of Pie Chart by selecting a value from the Pie Chart Type drop-down list. Based on the selected Pie Chart type, all the Pie Charts are displayed under the HARDWARE and VARIANCE sections.
    • You can download the Pie Charts as JPEG, PNG, PDF, and SVG vector files using the Export Chart icon.
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
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