- Created by Chilukuri Srinivasa Reddy, last modified by Shilpa K on Apr 22, 2024
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Variance
Import
Importing and Allocating Assets in Bulk
Activating or Deactivating and Moving Assets in Bulk
Approvals
Verifying Asset Reconciliation
Approving Physically Verified Assets
Approving Store Wise Reconciled Assets
Approving Asset Using Maker-checker
Contract Management
Adding Contract or Agreement Details
Software Delivery
Configuring Software Delivery Schedule
Viewing Software Delivery Status
Viewing Software Uninstallation Report
Configuring Asset Management Module
Configuring Asset Category Using Form Builder
Configuring My Asset List Page
Asset Masters
Configuring Location And Store
Configuring Notifications and Templates
Configuring Allocation Form Template
Configuring Field Display Order on Fixed Asset List Page
Software
Configuring Software Baseline Profiles
Software Baseline Profile Mapping
Depreciation
Configuring Depreciation Formula
Configuring Depreciation Field Mapping
Configuring Custom Depreciation Formula
Mapping
Configuring Custom Hardware Variance
Configuring Application Control Messages
Configure Software and Executable Execution Type
Endpoint Automation Profile Mapping
Others
Configuring Asset Application Settings
Configuring Asset Scan Domain List
Configuring Local Password Management
Configuring E-mail Notifications
Configuring Asset Integration Details
Configuring Additional Discovery
Scheduling Asset Physical Verification
Adding Software Deployment Profile
Approval Matrix
Deactivation Approval Matrix
Configuring Deactivation Approval Matrix
You can search for Assets (Fixed, Accessories, Consumable, and Software) by specifying appropriate filter criteria on the FILTERS pop-up pages.
To search for specific Assets:
- On the ASSET INVENTORY page (Asset > User > Manage Asset > Asset Inventory), under the SELECT THE ASSET TYPE section, select the Asset type for the Asset you want to search. For example, to search for Fixed Assets, click the FIXED icon.
- On the selected <ASSET TYPE> page, click Filters. the FILTERS pop-up page is displayed. Specify the required filter criteria to view a particular set of Assets, and then click SUBMIT. For more information about the fields on the FILTERS pop-up page, click the respective drop-down Hotspot.
Specifying Filter Criteria for Fixed Assets
Figure: FILTERS pop-up page (Fixed Asset)Field Description
The following table describes the fields on the FILTERS pop-up page.
Field
Description
Tenant
Select the Tenant from the drop-down list.
Status
Select the Status from the drop-down list to view the Assets.
Category
Select the Category from drop-down list.
Checker Status
Select the Status of the Asset. The Asset status set by Checker is displayed in the drop-down field. This field is displayed only when on the Asset Management TENANT configuration page, the Enable Checker to Approve Requests from Maker checkbox is active and Add drop-down value is selected for Actions for Checker to Approve field. For more information see, Configuring Asset Management Module.
Location
Select 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.
Figure: LOCATION pop-up pageReturn
The Return drop-down list is displayed, if you select Allocated in the Status drop-down list. You can select either By User or By Request. If By User is selected, the Allocated Type drop-down list is displayed, where you can select the filter criteria such as Single User, Multiple Users, Tenant, Location and Customer. Based on the selected filter criteria, the subsequent field is displayed.
Allocated Type
The Allocated Type drop-down list is displayed, if you select By User in the Return drop-down list. You can select the filter criteria such as Single User, Multiple Users, Tenant, Location or Customer. Based on the selected filter criteria, the subsequent field is displayed. Select the appropriate values.
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 Condition
Select an Asset condition to view the list of Assets.
Specifying Filter Criteria for Consumable
Figure: FILTERS pop-up page (Consumable)Field Description
The following table describes the fields on the FILTERS pop-up page.
Field
Description
Tenant
Select the Tenant from the drop-down list.
Category
Select the Category from drop-down list.
Store
Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.
Figure: LOCATION pop-up pageAttribute Name
Select the Attribute Name from the drop-down list.
Attribute Value
Select the Attribute Value from the drop-down list.
Status
Select a Status to view the list of Assets. You can select either In-Store or Allocated to view the In-Store or Allocated Consumable, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.
Search By
Select the SearchBy criteria from the drop-down list.
Search Value
Specify the Search Value for the selected Search By criteria.
Specifying Filter Criteria for Accessories
Figure: FILTERS pop-up page (Accessories)Field Description
The following table describes the fields on the FILTERS pop-up page.
Field
Description
Tenant
Select the Tenant from the drop-down list.
Category
Select the Category from drop-down list.
Store
Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.
Figure: LOCATION pop-up pageAttribute Name
Select the Attribute Name from the drop-down list.
Attribute Value
Select the Attribute Value from the drop-down list.
Status
Select a Status to view the list of Accessories. You can select either In-Store or Allocated to view the In-Store or Allocated Accessories, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.
Search By
Select the SearchBy criteria from the drop-down list.
Search Value
Specify the Search Value for the selected Search By criteria.
Specifying Filter Criteria for Software
Figure: FILTERS pop-up page (Software)Field Description
The following table describes the fields on the FILTERS pop-up page.
Field
Description
Tenant
Select the Tenant from the drop-down list.
Category
Select the Category from drop-down list.
Store
Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.
Figure: LOCATION pop-up pageAttribute Name
Select the Attribute Name from the drop-down list.
Attribute Value
Select the Attribute Value from the drop-down list.
Status
Select a Status to view the list of Software. You can select either In-Store or Allocated to view the In-Store or Allocated Software, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.
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