You can view the list of Fixed Assets that are available for allocation and allocate them to users.
To allocate Assets:
- Select Asset > User > Manage Asset > Asset Inventory.
- On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, click FIXED.
- On the FIXED ASSET page, the FILTERS pop-up page is displayed. Select the value of Status as In Store and select the other required filter criteria. Click SUBMIT. For more information about fields on the FILTERS pop-up page, see Searching Assets.
- The list of Assets based filter criteria is displayed. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.
- Select the check box corresponding to the Asset you want to allocate. On the ACTIONS panel, click ALLOCATE.
Figure: FIXED ASSET page - On the ALLOCATE FIXED ASSET page, type in the required details to allocate the Asset and click SUBMIT. For more information about the fields on the ALLOCATE FIXED ASSET page, see Field Description. You can allocate Fixed Assets to a Single User, Multiple Users, Tenant, Location, and Customer. You should select only one Asset at a time for allocation.
Figure: ALLOCATE FIXED ASSET page
Field Description
The following table describes the fields on the ALLOCATE FIXED ASSET page:
Fields | Description |
|---|---|
Asset Summary | |
Tenant | Displays the Tenant of the selected Asset. |
Category | Displays the Category of the selected Asset. |
Store | Displays the Store location of the Asset. |
Asset ID | Displays the ID of the selected Asset. |
Asset Code | Displays the Code of the selected Asset. |
Added By | Displays the name of the user who added the Asset. |
Added Date | Displays the date when the Asset is added. |
Updated By | If the Asset details are updated, displays the name of the user who updated the Asset details. |
Updated Date | If the Asset details are updated, displays the date when the Asset details are updated. |
ALLOCATION DETAILS | |
Allocate To | Allows you to allocate Assets using the following options:
Note: If you want to disable an option among the drop-down values listed above, contact the System Administrator. |
Customer | Lists all the configured Customers. Select the Customer name from the list to whom you want to allocate the Asset. Note: If you select Customer in the Allocate To field, it becomes mandatory to select the Customer in this field. Otherwise, this is an optional field. |
Reporting Manager | Displays the Reporting Manager of the selected user. Note: The Reporting Manager attribute is displayed on the allocation form only when the Allocate To Value is Single User, Contract User or Multiple User. |
Alternate Supervisor | Type in the name of the alternate supervisor. The matching names from the database are displayed in the list. Select an appropriate name from the list. To search for an alternate supervisor, click the Search icon. Note: The Alternate Supervisor attribute is displayed on the allocation form only when the Allocate To Value is Single User, Contract User or Multiple User. |
User | Type in the name of the User. As you type in the name of the User the matching names from the database are displayed in the list. Select an appropriate name from the list. To search for a User, click the Search icon. For more information about searching for users, see Searching Users. |
Project | Lists all the configured Projects. From the drop-down list, from the User Project section, select the Project of the User to allocate the Asset. Note: The Project field is visible based on the configuration on the ASSET APPLICATION SETTINGS page. For more information, see Configuring Asset Application Settings. |
Floor | Click the Search icon to select the Floor. The LOCATION pop-up page is displayed. On the LOCATION pop-up page, you can use the Expand icon to view the stores and floors in the Location tree. Select the Floor on which you want to allocate the Asset. The Floor location is auto-populated for the selected when the following conditions are met:
|
Cubicle | Displays the cubicle number of the User. If not, type the Cubicle number of the user. Note: The Cubicle field is visible based on the configuration on the ASSET APPLICATION SETTINGS page. For more information, see Configuring Asset Application Settings. |
Allocation Type | Select the type of allocation for the Asset. There are two types of Asset allocations:
|
Allocation Date | Click the Calendar icon to select the allocated date of the Asset. Note: Present date is auto populated in this field by default. |
| Request Type | Select the Request Type from the drop-down list. The available Request Type options are:
Note: The Request Type field with the drop-down list is available based on the configuration of the ASSET APPLICATION SETTINGS page. For more information, see Configuring Asset Application Settings. |
Request Id | Type in the related Incident/Service request ID raised by the user. Note:
|
Return Date | Click the Calendar icon to select the return date of the Asset. |
| Asset Usage Type | Select the Asset usage type from the list. Note: The Asset Usage Type option is enabled based on the configuration performed on the Application Settings By Tenant page. For more information see Configuring Asset Application Settings. For more information about Asset Usage Type, see Configuring Asset Usage type. |
Purpose | Lists all the configured Purposes of allocation. Select the Purpose for allocation from the list. |
Remarks | Type in the comments or notes about the Assets, if any. |
User Confirmation | Attach the user confirmation file. Attachment Field Upload any file(s) related to the Asset.
The attachment details are displayed upon submitting as follows:
The maximum size of the file upload is 4MB. The number of attachment fields and the attachment limit (Single or Multiple) can be configured based on the requirement through Form Builder option. See Configuring Asset Category Using Form Builder page for more information.
Figure: Allocate Fixed Assets- Attachment grid |
<ASSET CATEGORY> DETAILS | The section title is displayed based on the Category you select while allocating the Asset. The fields are displayed based on the fields and attributes configured on the FORM BUILDER page (See Configuring Asset Category Using Form Builder ). Fill in the required fields. |
References
- To allocate or deallocate Software Licenses, see Allocating/ Deallocating License.
- To update Asset details, see Updating Asset Details.
- To allocate Assets in Bulk, see Allocating Assets in Bulk.
- To send Assets for repair, see Sending Assets to Repair.
- To move Assets from one floor to another, see Moving Assets From One Floor to Another.
- To print bar code of Assets, see Printing Barcode.
- To deactivate Assets, see De-activating Assets.