My Assets

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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. For more information about the THEME CONFIGURATION, see SummitAI Platform.

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 in SummitAI Platform.

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 in SummitAI Platform.

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 software entitled to you. You can select the view from the grid by selecting Tile View or Tabular View icons.

Figure: MY ASSET LIST page - Fixed Asset

Figure: MY ASSET LIST page Accessories & Consumable

Figure: MY ASSET LIST page - Software

Figure: My Asset List- Tile View
Note

Tick Mark at the right corner of the Tile indicates the Asset selection.
Status of the Asset is indicted at the bottom of the Tile.
The "i" icon when clicked, displays the Asset Details popup.
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.
Note

If the Asset Allocation E-mail parser feature is enabled, the user can accept or reject the Asset Allocation request through an E-mail. To enable the E-mail parsing for Asset Allocation, see Application Setting By Tenant. To configure the E-mail parsing, see Configuring Mailbox and Notification Parse in SummitAI Platform.
See Sample E-mail

The new enhancement, Finance Asset tag, and Asset tag attributes are added to the My Asset list page. The newly added attributes reflect in the Summit Web application and old mobile app.

Click here to expand for information

To Enable Finance Asset tag and Asset tag in Form Builder:

To enable the finance asset tag and asset tag in the form builder, perform the following steps:

Navigate to Admin > Form Builder > Tenant.
Select the Asset Management Click Fixed.
Click Add New from the Action Panel on the Asset Categories page.

Figure: Asset categories
Enter the details on the Form Details. Click Next for the Form Builder page.
On the Form Builder page drag and drop the controls for Finance asset tag and asset tag. Configure the controls.

Figure: Form Builder
Click Next. Save the Form.

Map Attribute to Field Order Configuration

The configured fields of Finance Asset and Asset tags in the Form builder should be mapped to the Field Order Configuration in the Asset module.

To enable the Finance Asset and Asset tags, perform the following steps:

Navigate to Asset > Asset Masters > Field Order Configuration.
Select the Tenant. On the list page click the template for My Asset List.

Figure: My asset list
On the My Asset list details page, click Fixed Asset.
On the Fixed Asset list page, click Add More Attributes to add the finance asset and asset tag.

Figure: Add more attributes
On the add more attributes page, select the category, and add both the attribute names. Click Add.

Figure: Add attributes

The My Asset list and asset inventory on the Summit Web and Mobile Application reflect the newly added attributes.

Figure: Web Application

The My Asset list page as displayed in the Summit old mobile app.

Figure: Mobile application

To view the Assets through View By option:

Select View By option from the top grid bar to view the assets.
Select All option from the View By drop-down to get a consolidated view of all the assets.
Select Category option from the View By drop-down to segregate asset details based on Category.
Note

The View By option is applicable only to Fixed Assets, Accessories, and Consumables. It has no view changes for My Return Request tab.

Figure: MY ASSET LIST page- View By option

Figure: MY ASSET LIST page- View By Category option with expand/collapse and search control
Note

The Category records can be expanded and collapsed through these icons.
The Asset records can be searched in the Search control.
The Action Panel filter can still be used for filtering the asset records.

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.
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.
Asset Usage Type	Displays the usage type 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 Accessories & Consumables on the MY ASSET LIST page:

Field	Description
Select	Select the check box corresponding to an software to accept, reject, or return the software .
Status	Displays the status of the software .
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.
Asset Usage Type	Displays the usage type of the Asset. Note: Asset Usage type is not applicable for Software.

Note:

This Software tab displays details of allocated Device-based licenses, Blacklisted software and User based licenses under the Software tab. The Blacklisted Software and Allocated Software tabs are displayed under the Software tab based on configuration done on the Asset Management APPLICATION SETTING BY TENANT page.

The following table describes the fields of the Software 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.
Asset ID	Displays the unique ID for the Asset.
Asset code	Displays the code of the software .
Category	Displays the Category of the listed software .
Asset Type	Displays the type of the software .
Location	Displays the location of the software allocated 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.

Return Request

Enduser can view all the movement Ids details all the asset for which the return movement was initiated. End user can cancel the movement of the selected asset by clicking CANCEL MOVEMENT icon on the Action panel.

To view the details of movement approval, click the hyperlink of asset under the Movement ID column.

Note:

you can view and add remarks only on the MOVEMENT APPROVAL pop-up page.

Field Description

The following table describes the fields on the MOVEMENT APPROVAL pop-up page:

Field	Description
Department	Displays the tenant for which the Asset return movement was initiated.
Movement ID	Displays the movement ID.
Barcode	Displays the barcode of the Asset.
Movement Type	Displays the return movement type of the Asset.
Asset Drop Location	Displays the drop location of asset.
Source Location	Displays the source location of the Asset.
Destination Location	Displays the destination location of the Asset.
Movement date	Displays the movement date of the Asset.
Initiated By	Displays the username who initiated the movement.
Schedule Date of return	Displays the date of returning the asset
Requested For	Displays the username for whom the return movement of asset was initiated
Remarks	Specify the remarks for the return movement of the Asset.
Approval Type	Displays the approval type of the return movement.
<Assets>	Displays the details of the asset in tabular format.

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.

To accept the asset the end user should perform the following actions:

Select the asset usage type from the drop-down list
Type in the remarks
Select the check box to acknowledge the terms of conditions and click ACCEPT.

Figure: ACCEPT ASSET pop-up page

Note:

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 in Service Management.
User can read the complete context of terms and conditions by clicking the hyperlink.
The terms & conditions check box is available on the Accept Asset pop-up based on the configuration performed on the Application Setting.

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

To return the asset, the end user must perform the following actions:

Select the Asset and click RETURN icon to return the Asset. A confirmation message is displayed. Click OK to confirm.
On the RETURN ASSET LIST pop-up page, fill in the required details and click RETURN. For more information about the filed, see Field Description
Return movement of asset is initiated and respective movement ID is generated.
Note:

End user can view the movement ID details under the Movement Request tab
Figure: Return Asset List

The following table describes the fields on the Return Asset List pop-up page:

Field	Description
Tenant	Displays the tenant for which you want to initiate the asset return type
Return Type	Select the return type.
Scheduled Return Date	Select the return date of when you want to return the asset using the calendar icon.
Asset Drop Location	Select the drop location of asset.
Same as Parent Location	If the check box is selected, the drop location of asset will be considered as parent location.
Remarks	Specify remarks, if any

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 -Allocation Info (Revoke)

Figure: ASSET RECONCILIATION page - Location Info (Reject)

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 APPLICATION SETTINGS BY TENANT page.
Location Info	Displays the Location details of the allocated Asset. This tab is displayed based on the configuration from APPLICATION SETTINGS BY TENANT page. Note: The Manager can view the modified location details provided by the user while rejecting or accepting the reconcile Asset on the REPORTEE ASSET DETAILS pop-up page. For more information, see Verifying Asset Reconciliation.
Action	Select the Action that you want to perform the reconciled Asset. You can configure the these Action fields on the APPLICATION SETTINGS BY TENANT page. Select Accept to accept the reconciled Asset. Select Reject to reject the reconciled Asset. Note: If the user accepts/rejects the reconciled Asset, then an e-mail is sent to the configured/available Manager for approval. If there is no configured/available Manager, then the process is completed.
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.
New Floor	Search and select the correct Floor of the reconciled Asset whenever the reconciled Asset is rejected due to the incorrect Floor. Note: The New Floor field is displayed only when you select Reject in the Action drop-down list of the Location Info section.
New Cubicle	Specify the correct Cubicle of the reconciled Asset whenever the reconciled Asset is rejected due to the incorrect Cubicle number. Note: The New Cubicle field is displayed only when you select Reject in the Action drop-down list of the Location Info section.
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.

UPDATE ASSET USAGE TYPE

Select the Asset and click UPDATE ASSET USAGE TYPE icon to update the usage type of the allocated Asset. Specify the Asset Usage type from the drop-down list, remarks and click SUBMIT to update the asset usage type of the allocated Asset.

Figure: UPDATE ASSET USAGE TYPE pop-up

Note:

Once the user updates the asset usage type, the Administrator is notified about the modification and the same changes are captured on the Audit Trail tab.
User can update the Asset usage status during any of the following phases:
- Pending for Acceptance
- Pending for return
- asset reconciliation state

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.

See the Sample e-mail

Accessories Asset Allocation E-mail