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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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You can scan various Assets available on a Location by Web or Mobile, upload the scanned data in the Application, and use the data to find the Total Assets, Total New Assets, Category-Wise Allocated Assets, Allocated Assets That are Found, Allocated Assets That are Not Found, Different Floor Assets, In Store Assets, and Inactive Assets. Based on the Asset findings, you can perform various actions on the Assets. The actions include, allocation of new Assets to the specific users, returning of the different Floor Assets to their original Location, and so on.

To verify the scanned Assets:

  1. Select Asset > User > Manage Asset > Variance > Physical Verification.

  2. On the PHYSICAL VERIFICATION page, on the ACTIONS panel, click Filters to set the filter criteria to view the scanned Assets. For more information about how to set a filter criteria, see Filters.

  3. The list of scanned data is displayed on the PHYSICAL VERIFICATION page.

    PHYSICAL VERIFICATION page
    Figure: PHYSICAL VERIFICATION page

  4. Select the scanned data that you want to verify and click VERIFY ASSET on the ACTIONS panel. The PHYSICALLY VERIFIED ASSETS page is displayed. For more information about the fields on the PHYSICALLY VERIFIED ASSETS page, see Field Description. Click the hyperlinks to view the Asset details.

    PHYSICALLY VERIFIED ASSETS page
    Figure: PHYSICALLY VERIFIED ASSETS page

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the PHYSICALLY VERIFIED ASSETS page:

Field

Description

Total Asset

Displays the total number of scanned Assets at a specific Location. Click the hyperlink to view the Asset details.

Floor

Displays the Location where the scan is performed.

New Asset

Displays the number of Assets that are new and are not allocated to the users in the Floor. Click the hyperlink to view the Asset details.

Other Tenant Asset

Displays the number of Assets that do not belong to the selected Tenant. Click the hyperlink to view the Asset details.

Category

Displays the Categories that are allocated to the location where the scan is performed.

Allocated

Displays the total number of Assets that are allocated for each Category. Click the hyperlink to view the Asset details.

Found

Displays the allocated Assets that are found  in the Location where the scan is performed. Click the hyperlink to view the Asset details.

Not found

Displays the allocated Assets that are not found in the Location where the scan is performed. Click the hyperlink to view the Asset details.

Different Floor Asset

Displays the Assets that belong to another Location, but are found in the Location where the scan is performed. Click the hyperlink to view the Asset details.

Found In Store

Displays the In Store Assets that are found in the Location where the scan is performed. Click the hyperlink to view the Asset details.

Deactive

Displays the Assets that are de-activated. Click the hyperlink to view the Asset details.

Total

Displayed the Category-wise total Assets that are found in the Location where the scan is performed. Click the hyperlink to view the Asset details.

ACTIONS

Anchor
Filters
Filters
Filters

Click Filters to set filter criteria to view the scanned Asset data on the PHYSICAL VERIFICATION page.

FILTER pop-up page
Figure: FILTER pop-up page

The following table describes the fields on the FILTER pop-up page.

Field

Description

Tenant

Select the Tenant for which you want to view the scanned Asset data.

Location

Select the Location for which you want to view the scanned Asset data.

Scan Source

Select the Scan Source from the drop-down list. You can either select Web or Mobile.

From Date

Select the Date from which you want to view the scanned Asset data.

To Date

Select the Date up to which you want to view the scanned Asset data.

View Type

Select the Scan Type from the drop-down list:

  • Select Active to view the available scanned data on the PHYSICAL VERIFICATION page.
  • Select Inactive to view the removed scanned data on the PHYSICAL VERIFICATION page.

UPLOAD PHYSICALLY VERIFIED ASSETS

Click UPLOAD PHYSICALLY VERIFIED ASSETS to upload the scanned Asset data to the Application.

UPLOAD PHYSICALLY VERIFIED ASSETS page
Figure: UPLOAD PHYSICALLY VERIFIED ASSETS page

The following table describes the fields on the UPLOAD PHYSICALLY VERIFIED ASSETS page:

Field

Description

Tenant

Select the Tenant for which you want to upload the scanned Asset data in the Application.

Location

Select the Location for which you want to upload the scanned Asset data in the Application.

Compare Field

Select the field that you want to use to verify the scanned Asset data.

Attachment

Click the Upload icon to upload the Physical Verification Template that is filled with the scanned Asset data. The template size should not be more than 4 MB.

SUBMIT

Click SUBMIT to upload the template in the application.

CANCEL

Click CANCEL to access the PHYSICAL VERIFICATION page.

DOWNLOAD TEMPLATE

Click DOWNLOAD TEMPLATE to download the Physical Verification Template.

DEACTIVATE

The DEACTIVATE icon enables you to remove the selected scanned data from the PHYSICAL VERIFICATION page.

ACTIVATE

The ACTIVATE icon enables you to add the selected scanned data that were removed, to the PHYSICAL VERIFICATION page.

PRINT

Click PRINT to print the displayed report records.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed in the report to a Microsoft Excel sheet.


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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