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You (End Users) can view the list of Assets allocated to you on the USER DASHBOARD page (Dashboard > OTHERS > MY ASSETS). You can accept, reject, or return the Assets assigned or allocated to you.

Note:

If you select a theme for which End User Dashboard is enabled on the THEME CONFIGURATION page, the User Dashboard page is displayed as configured.

User Dashboard
Figure: User Dashboard

Section 1

This section displays the icons on the Quick Action Bar. For more information on the icons, see Describing the User Interface.

Section 2

The following table explains the icons are displayed in this section:

Icon	Description
	Click this icon to view the Dashboard links. Click the links to view the respective Dashboard.
	Click this icon to view the list of Service Catalogs. Click the Catalog to create a Service Request for using the same catalog. The list is displayed based on the configuration on THEME CONFIGURATION page. For more information, see SummitAI Platform Help.

Section 3

This section displays the Global Search box. For more information, see Global Search.

Section 4

This section displays the links configured on the THEME CONFIGURATION page. You per perform various actions using these links.

Note:

The icons and links displayed on this page is configurable. For more information see SummitAI Platform Help.

To view the Asset list:

Select Dashboard. The DASHBOARD page is displayed.

Figure: USER DASHBOARD page: MY ASSETS
Click USER DASHBOARD. The USER DASHBOARD tab is displayed.
Under OTHERS section, click MY ASSETS. The MY ASSET LIST page is displayed. On the MY ASSET LIST page, you can view the list of Assets assigned or allocated to you. You can select the view from the grid by selecting Tile View or Tabular View icons.

Figure: MY ASSET LIST page (Tile View)

Figure: MY ASSET LIST page (Tabular View)
On the ACTIONS panel, click Filters and the FILTERS pop-up page is displayed.
On the FILTERS pop-up page, select the asset type from the Asset Type drop-down list and click SUBMIT.
Note:

The Asset Type drop-down list displays the asset types configured on the TENANT page. If the User is configured in multiple Instances, all the asset types configured for that User are displayed in the drop-down list. If the User is configured with an asset type and no asset from that asset type is allocated to him, the configured asset type is not displayed in the Asset Type drop-down list on the FILTERS pop-up page.
Select the Asset you want to accept, reject, or return to the store and click the respective icon on the ACTIONS panel. For more information about the fields on the MY ASSET LIST page, see Field Description.

Field Description

The following table describes the fields of the FIXED ASSET LIST on the MY ASSET LIST page:

Field	Description
Select	Select the check box corresponding to an Asset to accept, reject, or return the Asset.
Status	Displays the status of the Asset. Flags represent the status of the Asset.
Asset ID	Displays the unique ID for the Asset.
Asset Type	Displays the Type of the Asset.
Category	Displays the Category of the listed Asset.
Asset Code	Displays the Asset code of the Asset.
Serial Number	Displays the serial number of the Asset.
Host Name	Displays the host name of the Asset.
Asset Location	Displays the Location of the Asset.
Allocated Type	Displays the type of allocation for the Asset.
Allocated Date	Displays the date when the Asset is allocated.
Allocation Status	Displays the status of the allocated Asset.
Remark	Displays the remarks, if any.
Request ID	Displays the Request ID for the Asset.
Make	Displays the Manufacturer details of the Asset.
Model	Displays the Model of the Asset.
IP Address	Displays the IP Address of the Asset.

Note

The fields on the MY ASSET LIST page depend upon the configuration done by the Administrator. For more information, see Configuring My Asset List Page.

The following table describes the fields of the NON FIXED ASSET LIST on the MY ASSET LIST page:

Field	Description
Select	Select the check box corresponding to an Asset to accept, reject, or return the Asset.
Status	Displays the status of the Asset. Flags represent the status of the Asset.
Asset ID	Displays the unique ID for the Asset.
Asset code	Displays the code of the Asset.
Category	Displays the Category of the listed Asset.
Asset Type	Displays the type of the Asset.
Location	Displays the location of the Asset
Store	Displays the store location of the selected Asset.
Allocation Quantity	Displays the allotted quantity of the Asset.
Allocation Type	Displays the type of allocation for the Asset.
Allocation Status	Displays the status of the allocated Asset.
Remarks	Displays the remarks, if any.
Request ID	Displays the Request ID of the Asset.
Allocated Date	Displays the date when the Asset is allocated.
Attribute Name	Displays the Attribute name of the Asset
Attribute value	Displays the Attribute Value of the Asset.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MY ASSET LIST page.

ACCEPT

Note:

The icons on the ACTIONS panel are displayed based on the configuration done by the Administrator. For more information, see Configuring My Asset List.

Select the Asset and click the ACCEPT icon to accept the Asset allocated to you. The ACCEPT ASSET pop-up page is displayed. Specify the remarks and click ACCEPT. When the assets are linked with service request, the Asset and User details are displayed on the SERVICE REQUEST DETAIL page. For more information about the SERVICE REQUEST DETAIL page, see Viewing/Updating Service Request Details.

ACCEPT ASSET pop-up page
Figure: ACCEPT ASSET pop-up page

REJECT

Select the Asset and click REJECT icon to reject the Asset allocated to you. The REJECT ASSET pop-up page is displayed. Specify the remarks and click REJECT.

Figure: REJECT ASSET pop-up page

RETURN

Select the Asset and click RETURN icon to return the Asset. A confirmation message is displayed. Click OK to confirm.

RECONCILIATION

After the Assets are sent for Reconciliation, the End Users need to acknowledge those Assets (Sending Assets for Reconciliation). Click RECONCILIATION to accept or reject an Asset that is sent to you for Reconciliation. For more information about accepting or rejecting an Asset,

Click Here.

Select the Asset that you want to accept or reject, and then click RECONCILIATION on the ACTIONS panel. Alternatively, if the Assets are displayed in Tile View, you can click the icon on the Asset tile.

Note:

The RECONCILIATION icon is displayed on the ACTIONS panel only when you select an Asset that is sent for Reconciliation.

Figure: MY ASSET LIST page: Reconciliation icon

The ASSET RECONCILIATION page is displayed. On the ASSET RECONCILIATION page, in the Action field, select the action that you want to perform on the Asset, and specify the remarks, if any.

Figure: ASSET RECONCILIATION page

The following table describes the fields on the ASSET RECONCILIATION page:

Field	Description
Allocation Info	Displays the Allocation details of an Asset.
Configuration Info	Displays the Configuration details of the allocated Asset. This tab is displayed based on the configuration from TENANT page.
Location Info	Displays the Location details of the allocated Asset. This tab is displayed based on the configuration from TENANT page.
Action	Select the Action that you want to perform the reconciled Asset. Select Accept to accept the reconciled Asset. Select Reject to reject the reconciled Asset.
Asset Purpose	Select the reason of allocating the Asset to the specified user in the Allocation Details section. Note: The Asset Purpose drop-down list is displayed in the following conditions: The Display Asset Purpose Field while Accepting Reconciled Assets is selected on the ASSET APPLICATION SETTINGS page. For more information about configuring ASSET APPLICATION SETTINGS page, see Configuring Asset Application Settings. You select Accept in the Action drop-down list of the Allocation Details section.
Rejection Type	Select the reason of rejecting the Asset. You can select either Not Available or Need to Deactivate/Dispose. Note: The Rejection Type drop-down list is displayed only when you select Reject in the Action drop-down list of the Allocation Details section.
Attachment	Upload the supporting documents, if any Note: The Attachment field is displayed in the following conditions: The Upload Attachments while Rejecting Reconciled Assets is selected on the ASSET APPLICATION SETTINGS page. For more information about configuring ASSET APPLICATION SETTINGS page, see Configuring Asset Application Settings. You select Need to Deactivate/Dispose in the Rejection Type drop-down list.
Remarks	Specify the remarks, if any.

Click SUBMIT to send the Asset to the Manager for verification. For more information about the verification process of a reconciled Asset, see Verifying Asset Reconciliation.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the record displayed on this page to a Microsoft Excel sheet. This is possible only when the page is viewed in Tabular View.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet. This is possible only when the page is viewed in Tabular View.

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