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You (End Users) can view the list of Assets allocated to you on the USER DASHBOARD page (Dashboard > OTHERS > MY ASSETS). You can accept, reject, or return the Assets assigned or allocated to you.
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If you select a theme for which End User Dashboard is enabled on the THEME CONFIGURATION page, the User Dashboard page is displayed as configured.
Section 1This section displays the icons on the Quick Action Bar. For more information on the icons, see Describing the User Interface. Section 2The following table explains the icons are displayed in this section:
Section 3This section displays the Global Search box. For more information, see Global Search. Section 4This section displays the links configured on the THEME CONFIGURATION page. You per perform various actions using these links.
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To view the Asset list:
- Select Dashboard. The DASHBOARD page is displayed.
Figure: USER DASHBOARD page: MY ASSETS - Click USER DASHBOARD. The USER DASHBOARD tab is displayed.
- Under OTHERS section, click MY ASSETS. The MY ASSET LIST page is displayed. On the MY ASSET LIST page, you can view the list of Assets assigned or allocated to you. You can select the view from the grid by selecting Tile View or Tabular View icons.
Figure: MY ASSET LIST page (Tile View)
Figure: MY ASSET LIST page (Tabular View) - On the ACTIONS panel, click Filters and the FILTERSpop-up page is displayed.
On the FILTERS pop-up page, select the asset type from the Asset Type drop-down list and click SUBMIT.
Note title Note: The Asset Type drop-down list displays the asset types configured on the TENANTpage. If the User is configured in multiple Instances, all the asset types configured for that User are displayed in the drop-down list. If the User is configured with an asset type and no asset from that asset type is allocated to him, the configured asset type is not displayed in the Asset Type drop-down list on the FILTERSpop-up page.
- Select the Asset you want to accept, reject, or return to the store and click the respective icon on the ACTIONS panel. For more information about the fields on the MY ASSET LIST page, see Field Description.
Anchor Field Description Field Description
Field Description
Field Description | |
Field Description |
The following table describes the fields of the FIXED ASSET LIST on the MY ASSET LIST page:
Field | Description |
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Select | Select the check box corresponding to an Asset to accept, reject, or return the Asset. |
Status | Displays the status of the Asset. Flags represent the status of the Asset. |
Asset ID | Displays the unique ID for the Asset. |
Asset Type | Displays the Type of the Asset. |
Category | Displays the Category of the listed Asset. |
Asset Code | Displays the Asset code of the Asset. |
Serial Number | Displays the serial number of the Asset. |
Host Name | Displays the host name of the Asset. |
Asset Location | Displays the Location of the Asset. |
Allocated Type | Displays the type of allocation for the Asset. |
Allocated Date | Displays the date when the Asset is allocated. |
Allocation Status | Displays the status of the allocated Asset. |
Remark | Displays the remarks, if any. |
Request ID | Displays the Request ID for the Asset. |
Make | Displays the Manufacturer details of the Asset. |
Model | Displays the Model of the Asset. |
IP Address | Displays the IP Address of the Asset. |
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The fields on the MY ASSET LIST page depend upon the configuration done by the Administrator. For more information, see Configuring My Asset List Page. |
The following table describes the fields of the NON FIXED ASSET LIST on the MY ASSET LIST page:
Field | Description |
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Select | Select the check box corresponding to an Asset to accept, reject, or return the Asset. |
Status | Displays the status of the Asset. Flags represent the status of the Asset. |
Asset ID | Displays the unique ID for the Asset. |
Asset code | Displays the code of the Asset. |
Category | Displays the Category of the listed Asset. |
Asset Type | Displays the type of the Asset. |
Location | Displays the location of the Asset |
Store | Displays the store location of the selected Asset. |
Allocation Quantity | Displays the allotted quantity of the Asset. |
Allocation Type | Displays the type of allocation for the Asset. |
Allocation Status | Displays the status of the allocated Asset. |
Remarks | Displays the remarks, if any. |
Request ID | Displays the Request ID of the Asset. |
Allocated Date | Displays the date when the Asset is allocated. |
Attribute Name | Displays the Attribute name of the Asset |
Attribute value | Displays the Attribute Value of the Asset. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the MY ASSET LIST page.
ACCEPT
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The icons on the ACTIONS panel are displayed based on the configuration done by the Administrator. For more information, see Configuring My Asset List. |
Select the Asset and click the ACCEPT icon to accept the Asset allocated to you. The ACCEPT ASSET pop-up page is displayed. Specify the remarks and click ACCEPT. When the assets are linked with service request, the Asset and User details are displayed on the SERVICE REQUEST DETAIL page. For more information about the SERVICE REQUEST DETAIL page, see Viewing/Updating Service Request Details in SummitAI Service Management Online Help.
Figure: ACCEPT ASSET pop-up page
REJECT
Select the Asset and click REJECT icon to reject the Asset allocated to you. The REJECT ASSET pop-up page is displayed. Specify the remarks and click REJECT.
Figure: REJECT ASSET pop-up page
RETURN
Select the Asset and click RETURN icon to return the Asset. A confirmation message is displayed. Click OK to confirm.
RECONCILIATION
Click RECONCILIATION to accept or reject an Asset that is sent to you for reconciliation. For more information about accepting or rejecting an Asset,
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Select the Asset that you want to accept or reject, and then click RECONCILIATION on the ACTIONS panel. Alternatively, if the Assets are displayed in Tile View, you can click the icon on the Asset tile.
The ASSET RECONCILIATION page is displayed. On the ASSET RECONCILIATION page, in the Action field, select the action that you want to perform on the Asset, and specify the remarks, if any.
The following table describes the fields on the ASSET RECONCILIATION page:
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EXPORT TO EXCEL
Click EXPORT TO EXCEL to export the record displayed on this page to a Microsoft Excel sheet. This is possible only when the page is viewed in Tabular View.
EXPORT ALL
Click EXPORT ALL to export all the records to a Microsoft Excel sheet. This is possible only when the page is viewed in Tabular View.
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