Notifying Users on Bulk Asset Allocation

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Feature released in SummitAI Asset Management (Denali SP1)

What's New?

Now, E-mail notifications are triggered to the respective users to whom the Assets are allocated during the Bulk allocation process. This applies to Fixed Assets and Non-Fixed Assets (Consumables and Accessories).

UI Changes

A new check box, Notify Users, is provided on the BULK ASSET ALLOCATION page. Analysts can select the Notify User check box to notify the users on the allocation of Assets. For more information, see Importing and Allocating Assets in Bulk.

BULK ASSET ALLOCATION page - Fixed Asset
Figure: BULK ASSET ALLOCATION page - Fixed Asset

BULK ASSET ALLOCATION page
Figure: BULK ASSET ALLOCATION page -Non Fixed Asset

Configuration

  1. On the BULK ASSET ALLOCATION page, select the Notify Users checkbox (Asset > User > Manage Asset > Import > Bulk Asset Allocation > On the BULK ASSET ALLOCATION page, under the General tab, select the Notify Users checkbox > Select the required options and upload the template for bulk upload and allocation > Click SUBMIT).
  2. On the CUSTOM SCHEDULER page, configure the job Allocated Asset Alert – End User. The configured job sends an E-mail notification to the End Users about the allocated Assets during the Bulk Asset Allocation. For more information, see Custom Scheduler.