Allocating Fixed Assets

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
 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 and Updating Profile

Mapping Profiles

Configuring Application Control Messages

Configure Software and Executable Execution Type

Viewing Software Process List

Endpoint Compliance

Endpoint Dashboard

Viewing Endpoint Profile List

Configuring Endpoint Profile

Viewing Dynamic Endpoint

Configuring Dynamic Endpoint

Mapping Endpoint Profile

Endpoint Automation

Endpoint Automation Scripts

Endpoint Automation Scheduler

Endpoint Automation Profile Mapping

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

You can view the list of Fixed Assets that are available for allocation and allocate them to users.

To allocate Assets:

  1. Select Asset > User > Manage Asset > Asset Inventory.
  2. On the ASSET INVENTORY page, under the SELECT THE ASSET TYPE section, click FIXED.
  3. 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.
  4. 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.
  5. Select the check box corresponding to the Asset you want to allocate. On the ACTIONS panel, click ALLOCATE.

    FIXED ASSET page
    Figure:  FIXED ASSET page
  6. 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.

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:

  • Single User: Select this option to allocate the Asset to a single user. For example: an Employee.
  • Multiple Users: Select this option to allocate the Asset to multiple users. For example: In an organization, for the employees working in the BPO environment, you can allocate the same Asset to different employees on the basis shift.
  • Tenant: Select this option to allocate the Asset to a Tenant. For example: Different types of Servers, Printers, and so on.
  • Location: Select this option to allocate the Asset to a location. For example: Different types of Servers, Printers,and so on.
  • Customer: Select this option to allocate the Asset to a Customer.

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.

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:

  • The Location should be configured under COMMON MASTERS and it should be mapped with the user. For more information see SUMMITAI General.
  • The configured Location in the COMMON MASTERS should match with the Location in LOCATION AND STORE. For more information see SUMMITAI General.
  • The Enable Auto Populate Floor check box on the ASSET APPLICATION SETTINGS page is selected. For more information see Configuring Asset Application Settings.

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:

  • Permanent: Select this option if the Asset allocation is a permanent allocation.
  • Temporary: Select this option if the Asset allocation is a temporary allocation.

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 Id

Type in the related Incident/Service request ID raised by the user.

Note: The Request Id field is visible based on the configuration on the ASSET APPLICATION SETTINGS page. For more information, see Configuring Asset Application Settings.

Return Date

Click the Calendar icon to select the return date of the Asset.

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.

<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