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 SummitAI Asset Management
 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/Updating Profile

Mapping Profiles

Configuring Application Control Messages

Configure Software and Executable Execution Type

Viewing Software Process List

Endpoint Compliance

Endpoint Dashboard

Endpoint Compliance

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

The Allocated Assets report provides a graphical and tabular report of the list of Allocated Assets, Assets In-Store, Assets In-Repair, and Deactive Assets. You can also view the Asset details, such as serial number of the Asset, Asset ID, Asset code, Employee ID, user name, customer, and so on for the Assets. For information about reports, see Viewing Reports_AssetMgmt.


Figure:  ALLOCATED ASSET REPORT: Graphical Report

To view Category-Wise Asset details, click on the related category on the graph. 

 See Screen Shot


Figure: CATEGORY WISE GROUPED ASSET SUMMARY

To view the Allocated Assets for each Customer, click on the bar on the graph. The CUSTOMER WISE ALLOCATED ASSET SUMMARY graphical report is displayed.

Figure: CUSTOMER WISE ALLOCATED ASSET SUMMARY

Note:

The CUSTOMER WISE ALLOCATED ASSET SUMMARY report is only displayed for the Allocated Assets.


To view the Allocated Assets and their details, click the bar on the CUSTOMER WISE ALLOCATED ASSET SUMMARY report. The Allocated Asset list is displayed in a tabular format.


Figure: ALLOCATED ASSETS - ASSET LIST

In the graphical report, you can choose the Chart Type. To view more details about the Allocated Assets, click the various sections of the bars. You can also download the report as JPEG, PNG, PDF, or SVG vector image by clicking the Download icon on the top-right corner of the report.


Figure:  DETAILS - Category Wise Asset Details

In the list report, you can view the count of Allocated, In-Store, In-Repair, and Deactive Assets for each Asset Category. To view more details, click the hyperlinks in the report. 

 See Screen Shot

ASSET DETAILS page
Figure: ASSET DETAILS page

To view the detailed Asset list, click the hyperlink in the Count column.


Figure: ASSET DETAILS page - List of Assets

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ALLOCATED ASSET REPORT page.

Filters

Click Filters to select the Tenant and the location for which you want to view the report. Based on the selected Tenant and Location, the Allocated Asset Report is displayed.


Figure:  FILTERS pop-up page

PRINT TABLE

Click PRINT TABLE to print the displayed report records.

EXPORT TO EXCEL

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

MAP FIELDS

Click MAP FIELDS to display the CATEGORY FIELDS MAPPING pop-up page. Select a Mapping Column for each Category and click SUBMIT.



Figure:  CATEGORY FIELDS MAPPING pop-up page


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