Asset Reconciliation through Emails

Asset reconciliation feature is enhanced and from this release onwards asset reconciliation acceptance or rejection can be done via Emails. Earlier asset reconciliations were done through application only.

The accept or reject provision is added to the following notification templates:

• Alert Reconciliation (Reconciliation accept/reject email to user)
• Manager verification for reconciliation assets (Approve/refer back email on reconciliation approval to manager)
• Asset Reconciliation Reminder (Reconciliation accept/reject email reminder to user)

Example

Earlier if an administrator had configured a user notification for every two days and the escalation after two reminders, then the manager gets an escalation email after the second reminder on the 4th day. The user after receiving notification had to login to the SummitAI application and Accept or Reject the reconciliation, the same was applicable to Manager. Now Accept or Reject provision is added in the same email notification for reconciliation.

Benefits:

• The Users and Managers can perform the action of Accept and Reject of reconciliation without logging to the SummitAI Application.
• Even if multiple assets are sent for reconciliation in emails, the provision of accept and reject is enabled inside the grids of emails.
• Quick actions and saves time.

Admin should enable two checkboxes in the Notification parser as a prerequisite. If these checkboxes are enabled only then the Accept or Reject option on the end user email template and Approve or Refer back option on manager templates will be displayed. 

To enable the check boxes:

1. Navigate to Admin >Advanced > Notifications > Notification Parser.
2. Select Tenant and click ADD NEW.
3. Enter mandatory fields and navigate to CONFIGURE PARSING CONDITIONS > Approve tab

Figure: Two new check boxes added in Notification Parser

Field description

Update of Asset Reconciliation

The Assets pending for reconciliation must be updated after the Users Accept or Reject the asset through mail. To ensure this perform the following steps -

1. Navigate to Dashboard > User Dashboard > OTHERS
2. Click MY ASSETS > In the MY ASSETS LIST page, navigate to right collapsible panel, click RECONCILIATION.

New Filed is introduced here to make the search easier.

Figure: Status filter introduced in Asset Reconciliation

Mail Template Revamps

 Alert Reconciliation Reminder

The following changes are done to this existing template:

1. Accept / Reject button is added. When either of these buttons are clicked outlook mail ID is opened with To address added.
2. When mails are sent the My assets lists and inventory must be updated.
3. In inventory the Reconciliation History captures the details of the action.
   • Navigate to Asset > Manage Assets > Asset Inventory > Select the Asset and click Asset History.
   • The Reconciliation History tab displays the history.

Figure : Asset History in Asset details

This change, this change is common to Asset Reconciliation template too.

Manager Verification Reconciliation

The following changes are done to this existing template :

1. Approve / Refer back button is added along with Note with hyperlink to login to the application. When either of these buttons are clicked outlook mail ID is opened with To address added.
2. When mails are sent the My assets lists and inventory must be updated.
3. In inventory the Reconciliation History captures the details of the action.
   • Navigate to Asset > Manage Assets > Asset Inventory > Select the Asset and click Asset History.
   • The Reconciliation History tab displays the history.