Read Complete Release Notes

Feature released in SummitAI IT Service Management (Asset Management, Tahoe)

What's New?

Additional information of the Reporting Manager and Alternate Supervisor are captured while performing allocation and reallocation of Fixed and Non-fixed Assets. Upon selecting  the user name from the User attribute, the respective Reporting Manager information is auto-populated. This provides information about the Manager of the Asset owner. Also, the Analyst can select the value for the Alternate Supervisor. On the MY ASSET LIST page, both the Reporting Manager and Alternate Supervisor can view the details of their respective reportees and any one can perform action on behalf of the user/reportee on the asset.

Business Benefit:

This feature is more useful when the customer has Contract employees. In such cases, the Reporting Manager/Alternate Supervisor is made the first owner of the asset and the contractual employee becomes the second owner of the asset. This enables the user to search assets based on the individual Reporting Manager/Alternate Supervisor.

UI changes:

• New fields, Reporting Manager and Alternate supervisor are introduced on the ALLOCATE FIXED ASSET, REALLOCATE FIXED ASSET, ALLOCATE CONSUMABLE, ALLOCATE TO USER, ALLOCATE TO ASSET page, and LICENSE ALLOCATION pages.
  
  Figure: Allocation Form

  Note

  The Reporting Manager and Alternate Supervisor attributes are displayed on the allocation form only when the Allocate To value is Single User, Contract User or Multiple User.

• On the FILTERS pop-up of the Fixed and Non-fixed asset list pages, the Reporting Manager and Alternate supervisor options are added under the Search By drop-down field. The Analyst can type in the Reporting Manager or Alternate supervisor name in the Search By text box and perform the search operation.
  
  Figure: Filters pop-up
• On the ASSET DETAILS pop-up page, under the Asset Register tab of Asset Information section, the Analyst can view the User Name, Reporting Manager, and the Alternate Supervisor of the Asset owner along with the other allocation history of Asset. For more information, see Viewing Asset Details.
  
  Figure: Asset Details pop-up – Asset Register
• On the ASSET DETAILS pop-up page, under the Allocation History tab of Asset History section, the Analyst can view the Reporting Manager and the Alternate Supervisor of the Asset owner along with other details of Asset. For more information, see Viewing Asset Details.
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  Figure: Asset Details pop-up – Allocation History
  All the changes performed on the Reporting Manager or Alternate Supervisor attribute till date are shown under the Audit Trail tab of the Asset History section. For more information, see Viewing Asset Details.
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  Figure: Asset Details pop-up – Audit Trail

• On the FILTERS pop-up of the MY ASSET LIST page, a new attribute, the View Assets of My Reportees check box is introduced. If the Reporting Manager/Alternate Supervisor selects the check box then the Reportees attribute is displayed. Based on the reportee selection, you can filter the asset records and performed the required action such as accept, reject or return the asset on behalf of the reportee.
  
  

  Figure: My Asset List page – Filter pop-up

  Additionally, the User name and Alternate Supervisor of respective asset is displayed in the records of the MY ASSET LIST page for both fixed and non-fixed Assets.

• On the LICENSE ALLOCATION page, the Reporting Manager and Alternate Supervisor details of the asset owner are captured under the MACHINE ALLOCATION DETAILS section. For more information see, License Allocation.
  
  

  Figure: Machine Allocation Details

• In the USER ACTION REPORTS, the Current Reporting Manager and Alternate Supervisor columns are newly introduced. This enables the customer to quickly view the details of the Current Reporting Manager and Alternate Supervisor of the Asset. For more information, see User Action Reports.
  
  Figure: User Action Reports