Asset Reconciliation Configuration

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Feature released in SummitAI Asset Management (Sierra)

What's New?

Now, the Administrators can configure the Asset Reconciliation for the selected Tenant. The Administrators can add/update a new Reconciliation Name and configure the following Reconciliation details:

• Send reminders to users after a specified no. of days. 
  For example: If the administrator configures the reminder for every 2 days, then the user gets a notification mail once in every 2 days.
• Select if the Manager approval is required or not.
• Escalate the Reconciliation process to the Manager after a specified no. of days/reminders. 
  For Example: Escalation email sends to the Manager after specified no. of days/reminders as follows:

  • If an administrator configured the user notification for every 2 days and the escalation after 2 reminders, then the manager gets an escalation email after the second reminder on the 4th day.

  • If an administrator configured the user notification for every 1 day and the escalation after 1 day, then the manager gets an escalation email after the first reminder or on the 2nd day.

• Schedule Asset Reconciliations one-time or recurring at specified intervals.

The Administrators can configure the Asset Reconciliation on the ASSET RECONCILIATION CONFIGURATION page (Asset > Configuration > Others > Asset Reconciliation Configuration). For more information about configuring Asset Reconciliation, see Configuring Asset Reconciliation.

Figure: ASSET RECONCILIATION CONFIGURATION page

Figure: Asset Reconciliation Configuration - DETAILS tab


Figure: Asset Reconciliation Configuration - SCHEDULER tab