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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 Dashboard report displays the Asset reports for Fixed Assets, Non Fixed Assets, and Software. You can further drill-down the reports to view details about the specific Assets.

Fixed Asset

Under the Fixed Asset tab, you can view the following reports:

 CATEGORY WISE SUMMARY


Figure: CATEGORY WISE ASSET SUMMARY
 

The following table describes the fields and icons on the CATEGORY WISE ASSET SUMMARY report:

FieldDescription

Click the Print Table icon to print the report.

Click the Export to Excel icon to export the data of this report to Microsoft Excel.
View Data/Hide Data

Click View Data to view the report details in a table. Click Hide Data to hide the table.

 See Screen Shot

Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute. 

Figure: CATEGORY WISE ASSET SUMMARY - Detailed Report

Map Fields

Click Map Fields to map attributes to the Categories.

 See Screen Shot

On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.


Figure: FIELDS MAPPING page

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

 See Screen Shot


Figure: CATEGORY WISE GROUPED ASSET SUMMARY
 

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

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.

ALLOCATED ASSETS - ASSET LIST
Figure: ALLOCATED ASSETS - ASSET LIST

 STORE WISE SUMMARY


Figure: STORE WISE SUMMARY report

The following table describes the fields and icons on the STORE WISE SUMMARY report:

FieldDescription

Click the Print Table icon to print the report.

Click the Export to Excel icon to export the data of this report to Microsoft Excel.
View Data/Hide Data

Click View Data to view the report details in a table. Click Hide Data to hide the table.

 See Screen Shot

Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the assets configured for the selected attribute.


Figure: STORE WISE SUMMARY - Detailed Report

 

To view the Asset details of each Store, click the related Store on the graph. 

 See Screen Shot


Figure: ALLOCATED ASSETS page - Store-Wise Allocated Assets
 

To view the Asset details, click the hyperlink of an Asset Category.

ASSET DETAILS page
Figure: ASSET DETAILS page

 AGEING SUMMARY


Figure: AGEING SUMMARY report
 

The following table describes the fields and icons on the AGEING SUMMARY report:

FieldDescription

Click the Print Table icon to print the report.

Click the Export to Excel icon to export the data of this report to a Microsoft Excel sheet.
View Data/Hide Data

Click View Data to view the report details in a table. Click Hide Data to hide the table.

 See Screen Shot

Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.


Figure: AGEING SUMMARY - Detailed Report

Map Fields

Click Map Fields to map attributes to the Categories.

 See Screen Shot

On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.


Figure: FIELDS MAPPING page

 

To view the Asset details of each Category, click on the related Category on the graph. 

 See Screen Shot


Figure: AGE WISE ASSETS page

 BU WISE SUMMARY

Displays the report for all the configured BUs.


Figure: BU WISE SUMMARY report

To view the Customer-wise summary report, select Customer from the drop-down list  and the CUSTOMER WISE SUMMARY report is displayed.


Figure: CUSTOMER WISE SUMMARY report

Non Fixed Asset

Under the Non Fixed Asset tab, you can view the following reports:

 CONSUMABLE SUMMARY


Figure:  CONSUMABLE SUMMARY
 

  • Click Print to take a print out of the report. You can also export the data of this report to Microsoft Excel using the Export to Excel icon. You can also download the report as JPEG, PNG, PDF, or SVG Vector.

  • You can click the View Data icon to view details. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page.

  • Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.

  • You can click Map Fields to map attributes to Categories. On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to save the changes.

 ACCESSORIES SUMMARY


Figure: ACCESSORIES SUMMARY

The following table describes the fields and icons on the ACCESSORIES SUMMARY report.

FieldDescription

Click the Print Table icon to print the report in JPEG, PNG, PDF, or SVG Vector format.

Click the Export to Excel icon to export the data of this report to Microsoft Excel.
View Data/Hide Data

Click View Data to view the report details in a table. Click Hide Data to hide the table.

 See Screen Shot

Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the assets configured for the selected attribute.


Figure: ACCESSORIES SUMMARY - Detailed Report

Map Fields

Click Map Fields to map attributes to the Categories.

 See Screen Shot

On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.


Figure: FIELDS MAPPING page


To view Category-wise asset quantity, click the related Category on the graph.

 See Screen Shot


Figure: ASSET LIST page

Software

Under the Software tab, you can view the following reports:

 OPERATING SYSTEM SUMMARY

The following table describes the fields and icons on the OPERATING SYSTEM SUMMARY report:

FieldDescription

Click the Print Table icon to print the report.

Click the Export to Excel icon to export the data of this report to Microsoft Excel.
View Data/Hide Data

Click View Data to view the report details in a table. Click Hide Data to hide the table.

 See Screen Shot

Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.


Figure: OPERATING SYSTEM SUMMARY - Detailed Report


To view the installation counts for each operating system, click the related operating system on the graph.

 See Screen Shot


Figure: SOFTWARE DETAILS

 SOFTWARE LICENSE USAGE


Figure: SOFTWARE LICENSE USAGE

The following table describes the fields and icons on the SOFTWARE LICENSE USAGE report:

FieldDescription

Click the Print Table icon to print the report.

Click the Export to Excel icon to export the data of this report to a Microsoft Excel sheet.
View Data/Hide Data

Click View Data to view the report details in a table. Click Hide Data to hide the table. 

 See Screen Shot

Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.


Figure: SOFTWARE LICENSE USAGE - Detailed Report


To view the installation counts for each Software, click the related Software on the graph.

 See Screen Shot


Figure: SOFTWARE DETAILS - Number of Licences for each Asset
 


Figure: SOFTWARE DETAILS - Number of Licences for each Customer

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the DASHBOARD page.

Filters

Click Filters to specify the Tenant and Location to display records in the Dashboard report.


Figure: FILTERS pop-up page

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