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Request Type for Fixed and Non-Fixed Asset Allocation

Request Type for Fixed and Non-Fixed Asset Allocation

Owned by Enterprise IT
May 08, 2024

Read Complete Release Notes

Feature released in SummitAI Asset Management (Denali SP1)

What's New?

Now, the Analyst can select the Request Type along with Request ID while allocating a Fixed or Non-Fixed Asset (Consumable, Accessories, and Software) to a user. This allows the Analyst to specify the Request ID without a prefix (SR/IM/WO).  The specified Request ID is then linked to the selected Request Type. The Request Type field and the options populated in its drop-down list are available based on the configuration of the ASSET APPLICATION SETTINGS page. For more information, see Configuring Asset Application Settings.

UI Changes

  • A new field, Request Type, is available on the following pages:



Figure: ALLOCATE TO USER page - Accessories


Figure: ALLOCATE/DEALLOCATE LICENSE page

  • New fields, Enable Module and Default Module are added under the ASSET ALLOCATION SETTINGS section on the APPLICATION SETTINGS BY TENANT page (Asset > Configuration > Others > Application Settings > Select CONFIGURE BY TENANT on the ACTIONS panel). Based on the selection of the Enable Module and Default Module values, the same options are displayed on the Allocation page.

    Figure: APPLICATION SETTINGS BY TENANT page - Request Type

Note

  • While using the Asset Import Template, the Analyst should add Request ID with a prefix (SR/IM/WO) in the excel sheet for the Bulk Allocation (Asset > User > Manage Asset > Import > Bulk Asset Allocation) of Fixed and Non- Fixed Assets. For more information, see Importing and Allocating Assets in Bulk.


    Figure: BULK ASSET ALLOCATION TEMPLATE

  • The Analyst must select a valid value in the Source field for the Request ID attribute under the MAPPING tab.


    Figure: BULK ASSET ALLOCATION page - MAPPING tab

  • If the Request Type is not configured on the ASSET APPLICATION SETTINGS page, the Analyst must specify Request ID with a prefix (SR/IM/WO) while allocating a Fixed or Non-Fixed Asset (Consumable, Accessories, and Software) to a user.


    Figure: ASSET ALLOCATION page - Disabled Request ID

Configuration

  • On the APPLICATION SETTINGS BY TENANT page (Asset > Configuration > Others > Application Settings > Select CONFIGURE BY TENANT on the ACTIONS panel), perform the following selections:

    • Select options from the Enable Module and Default Module drop-down list, under the ASSET ALLOCATION SETTINGS. The selected options are displayed while allocating the Fixed or Non- Fixed Assets to the user. If the option is not selected for the Enable Module, the Request Type field is not available on the Allocation page. The Analyst must specify the Request ID with a prefix (SR/IM/WO). 

    • Select the following check boxes based on the requirements:

      • Display Request ID

      • Enable Request ID validation with Incident/Service/Work Order module

      • Mandatory Request ID.


        Figure: APPLICATION SETTINGS BY TENANT page

        Note

        • If the Enable Request ID validation with Incident/Service/Work Order module check box is selected, the Request ID value is validated and linked to the respective Asset. The Request ID linked to the specific Module is displayed under the Relationship tab on the Allocated ASSET DETAILS page. This applies to Fixed Asset allocation or Fixed Asset Bulk.
        • If the Enable Request ID validation with Incident/Service/Work Order module check box not selected, the Analyst can specify any value in the Request ID field. This Request ID value is not validated with Incident, Service, or Work Order module.

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