Configuring by Tenant

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Last updated: Apr 23, 2024 by Shilpa K (Deactivated)Version comment
5 min read

You can configure the Asset Management application settings by Tenant. 

To Configure Asset Management Application Settings by Tenant:

  1. Click Asset > Configuration > Others > Application Settings. The APPLICATION SETTINGS page is displayed (see: Configuring Asset Application Settings).
  2. On the ACTIONS panel, click CONFIGURE BY TENANT.
  3. The APPLICATIONS SETTINGS BY TENANT page is displayed.
  4. Make the required selections as per the requirements of your organization. For more information about the fields on the APPLICATION SETTINGS BY TENANT page see, Field Description.

Figure: APPLICATION SETTINGS BY TENANT page

Field Description 

The following table describes the fields of the APPLICATION SETTINGS BY TENANT page:

Field

Description

DETAILS

Contract Management

CONTRACT SETTINGS

Enable

Select the check box to enable the fields.

Field Name

The field name column contains the following fields:

  • View/Edit Contract Access
  • Role-Based Contract Expiry Notification

Field Description

Display the description of the Field Name.

  • If View/Edit Contract Access is enabled, the user can view or edit the Contracts to which they have access.
  • If Role-Based Contract Expiry Notification is enabled, Contract expiry related notification are sent to the users based on the Category and Role mapped to them.

CONTRACT FIELD SETTINGS

Field Name

Display the fields available on the CONTRACT MANAGEMENT page.

Field Display Name

Specify the label name for the fields to be displayed on the CONTRACT MANAGEMENT page.

Mandatory

If selected, the respective field becomes mandatory while configuring the Contract Management details.

Disable

If selected, the respective field becomes disable on the CONTRACT MANAGEMENT page.

Reconciliation Settings

Category

Display the Asset Category.

Asset Reconciliation

Select the information type for Asset Reconciliation. Based on the selection, detail of the allocated Asset is display on the MY ASSET LIST page. 

  • Allocation Info
    If selected, the Allocation details of an Asset is displayed.
  • Configuration Info
    If selected, the Configuration details of an Asset is displayed in addition to Allocation information.
  • Location Info
    If selected, the Location details of an Asset is displayed in addition to Allocation information.

Accept

Specify the label name for Accept action to be displayed on the MY ASSET LIST page.

The terminology of this action may vary from Asset Type. However, the intent is always to Accept the reconciled asset.

Example: For laptop Assets, the Accept action can be labeled as Retain but, for the Desktop Assets, it can be labeled as Accept.

Reject

Specify the label name for Reject action to be displayed on the MY ASSET LIST page.

The terminology of this action may vary based on the Asset Type. However, the intent is always to Reject the reconciled asset.

Example: For laptop Assets, the Reject action can be labeled as Revoke but, for the Desktop Assets, it can be labeled as Reject.

Location Editable

Select the location type from the drop-down list. Based on the selection, fields are displayed under the Location Info tab on the MY ASSET LIST page. The drop-down values of the Location Info are:

  • Location
    Select this option to display the Location field only and to update the actual Location detail under the Location Info tab on the MY ASSET LIST page.
  • Floor
    Select this option to display the Floor field only and to update the actual Floor detail under the Location Info tab on the MY ASSET LIST page.
  • Select All
    Select this option to display both the Location and Floor fields to update the actual Location and Floor details under the Location Info tab on the MY ASSET LIST page.
Cubicle EditableSelect the Allow option from the drop-down list to display the Cubicle under the Location Info tab of the MY ASSET LIST page. Users can update the cubicle number while rejecting the reconciled Asset.
EnableSelect the checkbox to enable fields.
Field Name

Displays the field name that is available under the Reconciliation Settings section.

  • Enable User Notification For Asset Allocated to Multiple Users

Field Description

Displays the description of the field names that is available under the Reconciliation Settings section.

If Enable User Notification For Asset Allocated to Multiple Users is enable, when one user updates the Floor/Cubicle information, the other users allocated to the Asset receive notification.

Asset-CMDB /CMDB-Asset Sync

Enable

Select the check box to enable the fields.

Field Name

Displays the field names that are available under the Asset-CMDB /CMDB-Asset Sync section.

  • Enable Hardware Variance Sync
  • Enable Software Variance Sync

Field Description

Displays the description of the field names that are available under the Asset-CMDB /CMDB-Asset Sync section.

  • If Enable Hardware Variance Sync is enabled, the Hardware Variance data gets synchronized in the Asset-CMDB and CMDB-Asset.
  • If Enable Software Variance Sync is enabled, the Software Variance data gets synchronized in the Asset-CMDB and CMDB-Asset.

The Administrators should schedule the Asset - CMDB Data Sync job on the CUSTOM SCHEDULER page (Admin > Basic > Infrastructure > Custom Scheduler > Select a Job) to perform data synchronization. For more information, see Custom Scheduler.

General Configuration
Asset Allocation Settings
Auto Accept Asset (In Days)

Specify the number of days. 
The Asset that is not accepted by user within the specified number of days is auto accepted by the Application.

Note:

After the automatic acceptance of the Asset, the Asset status changes from Pending Acceptance to Accepted status in the Allocation Status column on the MY ASSET LIST page. Also, under the Remark column, a phrase Auto-Accepted is displayed for the users to distinguish between the auto accepted and manually accepted Assets. For more information, see My Assets.

In addition to this, the Allocated Asset Auto Acceptance job should scheduled on the CUSTOM SCHEDULER page. For more information, see Custom Scheduler.

Location Hierarchy Level

Select the level of location hierarchy. If configured, the location hierarchy is displayed for the Fixed and Non-Fixed Assets on the respective list pages. The same hierarchy level is replicated in the Report pages too. 

 Example

If Location Hierarchy Level is 2 then for Store location and Floor location, two levels from the bottom of the hierarchy will be displayed.  

Asset Location -> Washington\Whitefield  

Floor Location -> White Field\United Store 

Request TypeDisplays the Request Type. Based on Request Type, the validation occurs.
Enable ModuleSelect the modules from the drop-down list. Based on the selection, the module is displayed in the Request Type drop-down list on the Allocation page.
Default ModuleSelect the modules. Based on the selection, the module is displayed as a default option in the Request Type field in the Allocation page.
Field Description

Displays the description of the Request Type.

Configure this to enable the Request Type for the selected modules and display upon the Asset allocation.

EnableSelect the checkbox to enable fields.
Field Name

Displays the field names that are available under the Asset Allocation Settings section.

  • Display Request ID
  • Enable Request ID Validation With Incident/Service Request/Work Order Module
  • Mandatory Request ID
  • Restrict Request ID by Tenant in Asset Allocation
Field Description

Displays the description of field names that are available under the Asset Allocation Settings section.

  • If the Display Request ID check box is selected, the Request ID is displayed while allocating the Asset.
  • If the Enable Request ID Validation With Incident/Service Request/Work Order Module check box is selected, the Request ID is validated with Incident/Service Request/Work Order Module.
  • If the Mandatory Request ID check box is selected, the Request ID becomes mandatory while allocating a Fixed Asset.
  • If the Restrict Request ID For Asset Allocation check box is selected, on the Asset allocation page, only the request ID that is associated to the selected Tenant can be linked to the Asset. The other Requests Ids that are not associated to the selected Tenant will be shown as invalid.
Notification Parser Mailbox

Specify the mailbox E-mail id to send and receive the Asset allocation Acceptance or Rejection E-mail for parsing.

Note:

  • Multiple mailbox E-mail ids are not allowed.
  • This mailbox E-mail id must be the same as mentioned in the MAILBOX page.