- Created by Enterprise IT, last modified by Shilpa K on Apr 22, 2024
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Variance
Import
Importing and Allocating Assets in Bulk
Activating or Deactivating and Moving Assets in Bulk
Approvals
Verifying Asset Reconciliation
Approving Physically Verified Assets
Approving Store Wise Reconciled Assets
Approving Asset Using Maker-checker
Contract Management
Adding Contract or Agreement Details
Software Delivery
Configuring Software Delivery Schedule
Viewing Software Delivery Status
Viewing Software Uninstallation Report
Configuring Asset Management Module
Configuring Asset Category Using Form Builder
Configuring My Asset List Page
Asset Masters
Configuring Location And Store
Configuring Notifications and Templates
Configuring Allocation Form Template
Configuring Field Display Order on Fixed Asset List Page
Software
Configuring Software Baseline Profiles
Software Baseline Profile Mapping
Depreciation
Configuring Depreciation Formula
Configuring Depreciation Field Mapping
Configuring Custom Depreciation Formula
Mapping
Configuring Custom Hardware Variance
Configuring Application Control Messages
Configure Software and Executable Execution Type
Endpoint Automation Profile Mapping
Others
Configuring Asset Application Settings
Configuring Asset Scan Domain List
Configuring Local Password Management
Configuring E-mail Notifications
Configuring Asset Integration Details
Configuring Additional Discovery
Scheduling Asset Physical Verification
Adding Software Deployment Profile
Approval Matrix
Deactivation Approval Matrix
Configuring Deactivation Approval Matrix
You can configure Asset Locations, Stores, and Floors. The Assets are always associated to a Location under which Stores and Floors are configured to track them or discover them.
Asset Locations
Asset Location is a placeholder that can be used to create hierarchical Locations list. You can create Regions at the root node followed by Countries > States > Cities > Campuses in a hierarchical way.
Stores
Store is a place where newly procured or deallocated Assets are stocked. Every campus needs to have at least one Asset Store. When Assets are imported, aligning them to a Store is mandatory. The In-Store Assets are available for allocation.
Floors
Floor is a place where end users work or where the Assets are put to use. Every campus can have multiple Floors configured based on the Floor plan. Associating an Asset to a Floor is mandatory during the Asset Allocation process.
To add Location and Store:
Select Asset > Configuration > Asset Masters > Location and Store.
On the LOCATION AND STORE page, select the Tenant. You can see the Locations configured for the selected Tenant.
Figure: LOCATION AND STORE page
Locations
You can create a new Location, configure it, rename it, and deactivate it. You can add Stores and Floors to the Location.
- Right-click on a Location and click Create Parent Location.
- Type in a name for the new Parent Location.
Figure: LOCATION AND STORE page: Creating Parent Location
- Right-click on the Location under which you want to add the new Child Location.
- Click Create Child Location.
- Type in a name for the new Child Location.
Figure: LOCATION AND STORE page: Creating Child Location
- Right-click the Location that you want to configure.
Click Configure. Type in the details in the Value, Short Code, and Mail To fields.
Note:
When an Asset is returned, notifications are sent to the specified e-mail ids in the Mail To field. If more than one e-mail id is specified, use semicolon (;) to separate them.
Click SUBMIT.
Figure: LOCATION DETAILS pop-up page
- Right-click on the Location that you want to rename.
- Click Rename.
- Type in the new name for the Location.
Figure: LOCATION AND STORE page: Renaming Locations
- Right-click on the Location that you want to deactivate.
- Click Deactive.
- The deactivated Location is displayed with a red color code indicating that it is deactive.
Figure: LOCATION AND STORE page: Deactivating Locations
- Right-click on the Location under which you want to add the new Store.
- Click Create Store.
- Type in a name for the new Store.
Figure: LOCATION AND STORE page: Creating Stores
- Right-click on the Location under which you want to add the new Floor.
- Click Create Floor.
- Type in a name for the new Floor.
Figure: LOCATION AND STORE page: Creating Floors
Right-click on the Location under which you want to add the Time Zone.
Figure: LOCATION AND STORE page.On the LOCATION DETAILS pop-up page, specify the Value, Short Code, Location Code, Location Group, Type, Time Zone and E-mail ID.
Figure: LOCATION DETAILS pop-up page.Click SUBMIT
Figure: LOCATION AND STORE page: Configuring Time Zone
Stores
You can rename a Store, configure it, and de-activate it.
- Right-click on the Store that you want to configure.
- Click Configure. Type in values for Value, Short Code, Type and E-mail ID.
- Click SUBMIT.
Figure: STORE DETAILS pop-up page
- Right-click on the Store that you want to rename.
- Click Rename.
- Type in the new name for the Store.
Figure: LOCATION & STORE page: Renaming Stores
- Right-click on the Store that you want to deactivate.
- Click Deactivate.
- The deactivated Store is displayed with a red color code indicating that it is deactive.
Figure: LOCATION & STORE page: Deactivating Locations
Floors
You can rename a Floor, configure it, and de-activate it.
- Right-click on the Floor that you want to configure.
- Click Configure. Type in values for Value, Short Code, Floor Subnet and other details. Click ADD.
- Click SUBMIT.
Figure: FLOOR DETAILS pop-up page
- Right-click on the Floor that you want to rename.
- Click Rename.
- Type in the new name for the Floor.
Figure: LOCATION & STORE page: Renaming Stores
- Right-click on the Floor that you want to deactivate.
- Click Deactivate.
- The deactivated Floor is displayed with a red color code indicating that it is de-active.
Figure: LOCATION & STORE page: Deactivating Locations
ACTIONS
This section explains all the icons on the ACTIONS panel of the LOCATION AND STORE page.
EXPAND ALL
Click EXPAND ALL to drill-down the Locations to display all the Locations, Stores, and Floors configured under them.
Note:
When the Locations are expanded, COLLAPSE ALL icon is displayed on the ACTIONS panel. Click the icon to collapse the Locations display.
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