Enhanced Asset Allocation Template

Owned by Enterprise IT
May 08, 2024

Feature released in SummitAI Asset Management 

What's New?

The Asset Allocation Template Configuration page is improvised to include the Terms and condition editor section. The configured Terms and condition are appended in the notification e-mail that is sent to the user to accept the Asset. Upon receiving such e-mail, the user should accept/acknowledge the terms condition to complete the asset acceptance process.  These templates can be customized to include user specific or asset specific information.

UI changes:

A new section, Electronic Asset Acceptance Terms & Conditions is added on the ASSET ALLOCATION TEMPLATE CONFIGURATION page. Based on the organization requirement, the administrator can configure terms and condition for assets in the User Allocation Form. Also, the Administrators can configure multiple User Allocation form based on the Category & Store, and customize the text using the font and character option available in the ribbon bar.

Figure: ASSET ALLOCATION TEMPLATE CONFIGURATION page

Note:

  • The Consumables and Accessories type are also populated in the Category drop-down list on enhanced ASSET ALLOCATION TEMPLATE CONFIGURATION page.
  • The configured text for terms and Conditions is reflect on the Notification Templates for Consumable Allocation, Accessories Allocation, Asset Project Allocation E-mail, Customer Allocation E-mail, Location Allocation E-mail and Asset Allocation E-mail. For more information, see Configuring Allocation Form Templates.
  • If the Asset Allocation E-mail parser feature is enabled, then the terms and Conditions content is enclosed in the Asset Allocation request e-mail. This enables the user to see the terms & Condition information of the asset while Accepting an asset in the E-mail body. For more information about the Allocation template, see Configuring Allocation Form Templates.