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 Administrators

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

You can search for Assets (Fixed, Accessories, Consumable, and Software) by specifying appropriate filter criteria on the FILTERS  pop-up pages.

To search for specific Assets:

  1. On the ASSET INVENTORY page (Asset > User > Manage Asset > Asset Inventory), under the SELECT THE ASSET TYPE section, select the Asset type for the Asset you want to search. For example, to search for Fixed Assets, click the FIXED icon.
  2. On the selected <ASSET TYPE> page, click Filters. the FILTERS pop-up page is displayed. Specify the required filter criteria to view a particular set of Assets, and then click SUBMIT. For more information about the fields on the FILTERS  pop-up page, click the respective drop-down Hotspot.

    Specifying Filter Criteria for Fixed Assets

    FILTERS pop-up page (Fixed Asset)
    Figure: FILTERS pop-up page (Fixed Asset)

    Field Description

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

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Status

    Select the Status from the drop-down list to view the Assets.

    Category

    Select the Category from drop-down list.

    Checker Status


    Select the Status of the Asset. The Asset status set by Checker is displayed in the drop-down field. This field is displayed only when on the Asset Management TENANT configuration page, the Enable Checker to Approve Requests from Maker checkbox is active and Add drop-down value is selected for Actions for Checker to Approve field. For more information see, Configuring Asset Management Module.

    Location

    Select the Location from the drop-down list to view Assets that belong to that location. Click the Search icon to select the Location. On the LOCATION pop-up page, the Locations are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Location. You can also search for the required Location using the Search bar.

    LOCATION pop-up page
    Figure: LOCATION pop-up page

    Return

    The Return drop-down list is displayed, if you select Allocated in the Status drop-down list. You can select either By User or By Request. If By User is selected, the Allocated Type drop-down list is displayed, where you can select the filter criteria such as Single User, Multiple Users, Tenant, Location and Customer. Based on the selected filter criteria, the subsequent field is displayed.

    Allocated Type

    The Allocated Type drop-down list is displayed, if you select By User in the Return drop-down list. You can select the filter criteria such as Single User, Multiple Users, Tenant, Location or Customer. Based on the selected filter criteria, the subsequent field is displayed. Select the appropriate values.

    Search By

    Select the search by criteria from the list.

    To specify multiple search values in the Search Value field, click the  icon. The  icon is displayed

    Search Value

    Specify the search value for the selected Search By criteria.

    To search by multiple search values, specify the search values separated by comma or in new lines.

    Asset Condition

    Select an Asset condition to view the list of Assets.

    Specifying Filter Criteria for Consumable

    FILTERS pop-up page (Consumable)
    Figure: FILTERS pop-up page (Consumable)

    Field Description 

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

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Category

    Select the Category from drop-down list.

    Store

    Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.

    LOCATION pop-up page
    Figure: LOCATION pop-up page

    Attribute Name

    Select the Attribute Name from the drop-down list.

    Attribute Value

    Select the Attribute Value from the drop-down list.

    Status

    Select a Status to view the list of Assets. You can select either In-Store or Allocated to view the In-Store or Allocated Consumable, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.

    Search By

    Select the SearchBy criteria from the drop-down list.

    Search Value

    Specify the Search Value for the selected Search By criteria.

    Specifying Filter Criteria for Accessories

    FILTERS pop-up page (Accessories)
    Figure: FILTERS pop-up page (Accessories)

    Field Description 

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

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Category

    Select the Category from drop-down list.

    Store

    Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.

    LOCATION pop-up page
    Figure: LOCATION pop-up page

    Attribute Name

    Select the Attribute Name from the drop-down list.

    Attribute Value

    Select the Attribute Value from the drop-down list.

    Status

    Select a Status to view the list of Accessories. You can select either In-Store or Allocated to view the In-Store or Allocated Accessories, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.

    Search By

    Select the SearchBy criteria from the drop-down list.

    Search Value

    Specify the Search Value for the selected Search By criteria.

    Specifying Filter Criteria for Software

    FILTERS pop-up page (Software)
    Figure: FILTERS pop-up page (Software)

    Field Description 

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

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Category

    Select the Category from drop-down list.

    Store

    Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.

    LOCATION pop-up page
    Figure: LOCATION pop-up page

    Attribute Name

    Select the Attribute Name from the drop-down list.

    Attribute Value

    Select the Attribute Value from the drop-down list.

    Status

    Select a Status to view the list of Software. You can select either In-Store or Allocated to view the In-Store or Allocated Software, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.

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