Importing and Allocating Assets in Bulk

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)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 import the Assets from excel sheet and allocate them to the users in bulk.

To import and allocate Assets in bulk:

  1. Select Asset > User > Manage Asset > Import > Bulk Asset Allocation.

  2. On the BULK ASSET ALLOCATION page, under the General tab, select the required options and upload the template for bulk upload and allocation.

  3. Click SUBMIT. A table listing uploaded Asset Bulk Allocation Template sheet is displayed. Select the sheet to import the Assets. For information about the fields under the General tab, see Field Description.


    Figure:  BULK ASSET ALLOCATION page: General tab (Fixed Assets)


    Figure:  BULK ASSET ALLOCATION page: General tab (Non-Fixed Assets)

  4. Under the Mapping tab, the details from the bulk allocation template are displayed. A table listing mapped data from the template in the Source field and the attributes in the Destination field is displayed. Select the required options if not already selected. For information about the fields under the Mapping tab, see Field Description. Click NEXT.

    Figure:  BULK ASSET ALLOCATION page: Mapping tab (Fixed Assets)


    Figure:  BULK ASSET ALLOCATION page: Mapping tab (Non-Fixed Assets)

  5. A table listing all the mapped values is displayed under Preview tab. For information about the fields under the Preview tab, see Field Description.

    Figure:  BULK ASSET ALLOCATION page: Preview tab

  6. Click UPLOAD ASSETS. The Assets are uploaded to the selected location and allocated to the respective users.

Field Description

The following table describes the fields on the BULK ASSET ALLOCATION page:

Field

Description

General Tab

Tenant

Select the Tenant to which you want to add the Assets.

Category

Select the Asset Category from the list.

Type

Select the Type of Asset from the list. Fixed Asset or Non Fixed Asset.

Source

Click the Upload icon to upload the Asset Bulk Allocation Template sheet. Click SUBMIT. A table listing uploaded sheet is displayed. Select the sheet to upload Assets.

Allocation Type

Select the Assets to allocate from the list.

Fixed Assets

  • Only Store Assets: Select this option to allocate the Fixed Assets in store.
  • All Assets: Select this option to allocate all Fixed Assets.

Non-Fixed Assets

  • Accessories

    • Allocate To Asset: Select this option to allocate the Accessories to Fixed Assets.
    • Allocate To User: Select this option to allocate the Accessories to the users.

  • Consumable

    • By default, the Allocation Type for this category is Allocate To User, which allocates the Assets to the users.

Mapping Tab

This tab displays the list of fields with its mapping result. If the Destination and Source are same, it indicates that the field is mapped. If the field is not mapped correctly, you will see <ignore> value in the Source field. Select the appropriate value in the Source field.

Preview Tab

Displays all the mapped values. The fields which are mandatory and need data are highlighted in yellow color. The mismatch data type is displayed in pink color. The fields displayed on this table depends on the fields mapped under the Mapping tab. 

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the BULK ASSET ALLOCATION page.

DOWNLOAD TEMPLATE

Click DOWNLOAD TEMPLATE to download the Asset Bulk Allocation Template.

PREVIOUS ALLOCATION DETAILS

Click PREVIOUS ALLOCATION DETAILS to view the previous Asset allocation details.

UPLOAD ASSETS

Click UPLOAD ASSETS to upload the Assets to the selected location.