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 Administrators

Administrators

Configuring Asset Management Module

Configuring Asset Category Using Form Builder

Configuring My Asset List Page

Custom Scheduler Jobs

Asset Masters

Configuring Location And Store

Configuring Asset Purpose

Configuring Action Attribute

Configuring Fault Type

Configuring Solution Type

Configuring Notifications and Templates

Configuring Allocation Form Template

Configuring Key Field Mapping

Configuring Data Templates

Configuring Field Display Order on Fixed Asset List Page

Software

Software Request Mapping Form

Adding/ Updating Software

License Mapping

Blacklisting Software

Configuring Software Baseline Profiles

Software Baseline Profile Mapping

Configuring Software License

License Key Mapping

Depreciation

Configuring Depreciation Formula

Configuring GAAP Depreciation

Configuring Depreciation Field Mapping

Configuring Custom Depreciation Formula

Mapping

Discovery Mapping

Configuring CMDB Mapping

Procurement Mapping

Account Mapping

Configuring Custom Hardware Variance

Mapping ServiceNow Category

Application Control

Creating and Updating Profile

Mapping Profiles

Configuring Application Control Messages

Configure Software and Executable Execution Type

Viewing Software Process List

Endpoint Compliance

Endpoint Dashboard

Viewing Endpoint Profile List

Configuring Endpoint Profile

Viewing Dynamic Endpoint

Configuring Dynamic Endpoint

Mapping Endpoint Profile

Endpoint Automation

Endpoint Automation Scripts

Endpoint Automation Scheduler

Endpoint Automation Profile Mapping

Patch Management

Viewing Patch List

Creating Asset Groups

Configuring Patches

Others

Configuring Asset Application Settings

Configuring Asset Movement

Configuring Asset Alerts

Configuring Store Threshold

Configuring Asset Scan Domain List

Configuring Local Password Management

Configuring E-mail Notifications

Configuring Asset Integration Details

Configuring Additional Discovery

Scheduling Asset Physical Verification

Configuring Product Price

Adding Software Deployment Profile

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Mapping Approver

Deactivation Approval Matrix

Configuring Deactivation Approval Matrix

Configuring Approver

Configuring Location-Wise Approvers

SUMMIT Software Center

You can add Fixed Assets (see: Asset Types). You can add details, such as serial number, model number, date, system name, and so on for a selected Category of Fixed Asset.

To add a Fixed Asset to the Asset Inventory:

  1. Select Asset > User > Manage Assets > Asset Inventory.
  2. Click FIXED on the ASSET INVENTORY page. For more information about selecting an Asset type, see Asset Inventory.
  3. On the ACTIONS panel, click ADD.
  4. On the ADD ASSET page, select the Tenant, Category, Data Template and Store. Based on the selected Category, the details are displayed. For more information about the fields on the ADD ASSET page, see Field Description.
  5. Click SUBMIT.

    ADD ASSET page
    Figure:  ADD ASSET page

Field Description

The following table describes the fields on the ADD ASSET page:

Field

Description

DETAILS

Category

Select the Asset Category for which you want to add an Asset.

Data Template

Select the Data Template to populate fields under the GENERAL tab with the data available in the Template.

Store

Select a Store to which you want to add the Asset.

 GENERAL

Specify the details of the Asset that you want to add.

Figure: ADD ASSET page: GENERAL tab

 RELATIONSHIP

You can link or unlink Contract(s) from the Asset using the Link or De-link option, respectively. When you link a Contract to the Asset, the Contract is displayed under the RELATIONSHIP tab.

Figure: ADD ASSET page: RELATIONSHIP tab

To link a Contract to the Asset:

  1. Under the RELATIONSHIP tab, in the Link drop-down list, select LinkContract.
  2. On the RELATIONSHIP pop-up page, ensure that Link Contract is selected in the Relation drop-down list, and then click SEARCH. The list of Contracts are displayed.

    Figure: RELATIONSHIP pop-up page: Linking Contract
  3. Select the Contract(s) that you want to link to the Asset, and then click LINK in the lower-right corner of the RELATIONSHIP pop-up page.

To unlink a Contract from the Asset:

  1. Select the Contract under the RELATIONSHIP tab, and then click De-Link.

    Figure: RELATIONSHIP tab: Unlinking Contract

References




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