Asset Movement Between Categories

Owned by Enterprise IT
May 10, 2024

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What’s New?

The Asset Categories are defined based on the Asset Type. There is a unique asset code for each category. The Summit Application will require handling multiple attributes when updating a category during the import of asset details.  In the Asset Inventory, the data can be uploaded under one category and the records can be mapped to different attributes. 

An Asset Category is the most critical part of Asset Life Cycle Management, as it assists in the grouping and identification of multiple assets.

The Update Category option is available on the Asset List page which enhances the update functionality and enables the category update of records.

NOTE

The Update Category option will only update Asset records within the same Asset Type.

Benefits 

  • Provides flexibility to change/update the asset category, in case of any wrong upload of data.

  • Saves time and effort as the categories can be updated within the UI, instead of conventional method of deleting the incorrect ones and reimporting the correct data. 

Prerequisite

In order to have the Update Category option available on the Asset List page, the role access for the same should be enabled under the Role Template configuration. 

To configure the Role Template for Update Category, perform the following steps:

  1. Navigate to Admin > Basic > Users > Role Template.
    The Role Template List page is displayed.


    Figure: Role Template List page

  2. Select the desired Template Name hyperlink.
    The Role Template- Menu Configuration Detail page is displayed.

  3. Select Asset Management from the MODULES option.

  4. In the Asset Inventory segment, select the Update Category checkbox.

  5. Click SUBMIT.

           Figure: Role Template- Menu Configuration page

IMP NOTE

The Category Mapping can be pre-configured before the operational activities are performed. To know more information, see Configure Category Mapping.

Configure Update Category

To configure the Update Category, perform the following steps:

  1. Navigate to Asset > User > Manage Assets > Asset Inventory.

  2. Select the Fixed Asset Type on the Asset Inventory page.
    The Fixed Asset List page is displayed.

  3. Select the Tenant from the drop-down, which is a mandatory field.

  4. Select the desired asset count hyperlink amongst Allocated, In-Store, Inactive, In-Repair, and In-Transit options.
    The Fixed Asset List page is displayed for the selected asset option.

  5. Click the Filters option from the right panel to choose the asset records to be displayed based on the selected conditions.
    The Fixed Asset List page is displayed for the selected filter conditions.


     Figure: Filters pop-up

  6. Select the checkbox(s) of all the asset records whose category needs to be updated.
    Select the checkbox at the top to select all the records on the current page.


    Figure: Fixed Asset List page- Update Category icon

  7. Click the Update Category option from the right ACTIONS panel.
    The Update Category page is displayed with SELECT CATEGORY, CATEGORY MAPPING, and PREVIEW & UPDATE CATEGORY segments.

    NOTE

    Multiple records (from various statuses and categories) can be updated at once using the Update Category option.

  8. In the SELECT CATEGORY segment, choose the desired Destination Category from the drop-down, which is a mandatory field.
    Click NEXT.


    Figure: Update Category- Select Category

    Information

    The Header at the top highlights the Asset Category which is selected and the COUNT mentions the number of records selected.  

    Information

    The Expand/Collapse icon at the extreme right corner can be used for better visibility if there are multiple records.

    Destination Category

    The Destination Category drop-down displays the values of categories of the same asset type from which the records will be selected. 

    For Example, if the categories of Fixed assets are selected for updating, then the categories of the same asset will be displayed.


  9. In the CATEGORY MAPPING segment, select (map) the destination category attributes against the source category attributes.
    Scroll down and click MAP.
    After the successful mapping, click NEXT.


     Figure: Update Category- Category Mapping

    Note

    The Category Mapping configured on the Category Mapping page automatically reflects the configured attributes here on the Update Category Configuration page. It is indicated with a green colored MAP icon.

    Figure: Update Category- Category Mapping

    The Attributes can be changed/edited in this screen as per the requirement. The changes are captured and updated. This is indicated with a blue colored MAP icon. The changes updated here are automatically captured in the Category Mapping configuration page for the selected Categories.


    Figure: Update Category- Category Mapping

    Once the changes are made, upon clicking MAP, the category attributes will be mapped successfully.


  10. In the PREVIEW AND UPDATE CATEGORY segment, update the unmapped attribute values. Select the desired values from the drop-down. 


      Figure: Update Category- Preview & Update Category

    Note

    The Attachment field can support single or multiple attachments which can be configured in the Form Builder. 
    See Configuring Asset Category using Form Builder for more information on Form Builder.
    The grid displays the existing attachment records of the selected Asset along with the newly update attachment records.




    Information update arrows


  11. To view the updated changes before proceeding further, select the PREVIEW option which displays a pop-up with basic column information.
    After checking the preview, close the pop-up window.


    Figure: Preview pop-up

  12. Click UPDATE CATEGORY to complete category update process.


The details of the Asset Category update is captured in the Asset History under Audit Trail section. It includes the information of Old and New value. 


Figure: Asset Details tab


The Category mapping can be configured in the Category Mapping page separately so that the mapping is present while performing the operational activity. Head to Configure Category Mapping to know more information.


Field Description

The following table describes the fields for the FILTERS option on the ASSET MOVEMENT BETWEEN CATEGORIES page:

FieldDescription
FILTERS
TenantSelect the Tenant from the drop-down, which is a mandatory field.
StatusSelect the Status from the drop-down to view the Assets, which is a mandatory field.
Sub StatusEnter the desired Sub Status or select it by clicking the search icon.
CategorySelect the Asset Category from the drop-down, which is a mandatory field.
LocationSelect the Location from the drop-down list to view Assets that belong to that location. Click the Search icon to select the Location. On the LOCATION pop-up page, the Locations are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Location. You can also search for the required Location using the Search bar.
Search By

Select the search by criteria from the list.

To specify multiple search values in the Search Value field, click the  icon. The  icon is displayed

Search Value

Specify the search value for the selected Search By criteria.

To search by multiple search values, specify the search values separated by comma or in new lines.

Asset ConditionSelect an Asset condition to view the list of Assets.
Has AttachmentSelect the checkbox to view the list of assets that has an attachment.