--- title: "My Assets" slug: "my-assets-2" updated: 2026-01-08T09:20:00Z published: 2026-01-08T09:20:00Z canonical: "help.symphonysummitai.com/my-assets-2" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # My Assets You (End Users) can view the list of Assets allocated to you on the **USER DASHBOARD** page (**Dashboard** > **OTHERS** > **MY** **ASSETS**). You can accept, reject, or return the Assets assigned or allocated to you. > [!NOTE] > Note > > If you select a theme for which End User Dashboard is enabled on the **THEME CONFIGURATION** page, the User Dashboard page is displayed as configured. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-lzo9etmj.png)Figure: User Dashboard ##### Section 1 This section displays the icons on the Quick Action Bar. ##### Section 2 The following table explains the icons are displayed in this section: | **Icon** | **Description** | | --- | --- | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-cvrnwqu2.png) | Click this icon to view the Dashboard links. Click the links to view the respective Dashboard. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-sps2majh.png) | Click this icon to view the list of Service Catalogs. Click the Catalog to create a Service Request for using the same catalog. The list is displayed based on the configuration on **THEME CONFIGURATION** page. | ##### Section 3 This section displays the Global Search box. ##### Section 4 This section displays the links configured on the **THEME CONFIGURATION** page. You per perform various actions using these links. > [!NOTE] > Note > > The icons and links displayed on this page is configurable. To view the Asset list, perform the following steps: 1. Select **Dashboard.** The **DASHBOARD** page is displayed. ![USER DASHBOARD page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-7f2qli1b.png)Figure: USER DASHBOARD page: MY ASSETS 2. Click **USER DASHBOARD**. The **USER DASHBOARD** tab is displayed. 3. Under **OTHERS** section, click **MY ASSETS**. The **MY ASSET LIST** page is displayed. On the **MY ASSET LIST** page, you can view the list of Assets assigned or software entitled to you. You can select the view from the grid by selecting **Tile View** or **Tabular View** icons. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-yg7fm39n.png)Figure: MY ASSET LIST page - Fixed Asset ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-zlwudvl6.png)Figure: MY ASSET LIST page Accessories & Consumable ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-k9h3trte.png)Figure: MY ASSET LIST page - Software 4. On the **ACTIONS** panel, click **Filters** and the **FILTERS** pop-up page is displayed. 5. On the **FILTERS** pop-up page, select the asset type from the **Asset Type** drop-down list and click **SUBMIT**. > [!NOTE] > Note > > The **Asset Type** drop-down list displays the asset types configured on the **TENANT** page. If the User is configured in multiple Instances, all the asset types configured for that User are displayed in the drop-down list. If the User is configured with an asset type and no asset from that asset type is allocated to him, the configured asset type is not displayed in the Asset Type drop-down list on the **FILTERS** pop-up page. 1. Select the Asset you want to accept, reject, or return to the store and click the respective icon on the **ACTIONS** panel. For more information about the fields on the **MY ASSET LIST** page, see Field Description. > [!NOTE] > Note > > If the Asset Allocation E-mail parser feature is enabled, the user can accept or reject the Asset Allocation request through an E-mail. #### Field Description The following table describes the fields of the **FIXED ASSET LIST** on the **MY ASSET LIST** page: | **Field** | **Description** | | --- | --- | | Select | Select the check box corresponding to an Asset to accept, reject, or return the Asset. | | Status | Displays the status of the Asset. | | Asset ID | Displays the unique ID for the Asset. | | Asset Type | Displays the Type of the Asset. | | Category | Displays the Category of the listed Asset. | | Asset Code | Displays the Asset code of the Asset. | | Serial Number | Displays the serial number of the Asset. | | Host Name | Displays the host name of the Asset. | | Asset Location | Displays the Location of the Asset. | | Allocated Type | Displays the type of allocation for the Asset. | | Allocated Date | Displays the date when the Asset is allocated. | | Allocation Status | Displays the status of the allocated Asset. | | Remark | Displays the remarks, if any. | | Request ID | Displays the Request ID for the Asset. | | Make | Displays the Manufacturer details of the Asset. | | Model | Displays the Model of the Asset. | | IP Address | Displays the IP Address of the Asset. | | Asset Usage Type | Displays the usage type of the Asset. | > [!NOTE] > Note > > The fields on the **MY ASSET LIST** page depend upon the configuration done by the Administrator. The following table describes the fields of the **Accessories & Consumables** on the **MY ASSET LIST** page: | **Field** | **Description** | | --- | --- | | Select | Select the check box corresponding to an software to accept, reject, or return the software . | | Status | Displays the status of the software . | | Asset ID | Displays the unique ID for the Asset. | | Asset code | Displays the code of the Asset. | | Category | Displays the Category of the listed Asset. | | Asset Type | Displays the type of the Asset. | | Location | Displays the location of the Asset | | Store | Displays the store location of the selected Asset. | | Allocation Quantity | Displays the allotted quantity of the Asset. | | Allocation Type | Displays the type of allocation for the Asset. | | Allocation Status | Displays the status of the allocated Asset. | | Remarks | Displays the remarks, if any. | | Request ID | Displays the Request ID of the Asset. | | Allocated Date | Displays the date when the Asset is allocated. | | Attribute Name | Displays the Attribute name of the Asset | | Attribute value | Displays the Attribute Value of the Asset. | | Asset Usage Type | Displays the usage type of the Asset. Note: Asset Usage type is not applicable for Software. | > [!NOTE] > Note > > This Software tab displays details of allocated Device-based licenses, Blacklisted software and User based licenses under the **Software** tab. The Blacklisted Software and Allocated Software tabs are displayed under the Software tab based on configuration done on the Asset Management **APPLICATION SETTING BY TENANT** page. The following table describes the fields of the **Software** on the **MY ASSET LIST** page: | **Field** | **Description** | | --- | --- | | Select | Select the check box corresponding to an Asset to accept, reject, or return the Asset. | | Status | Displays the status of the Asset. | | Asset ID | Displays the unique ID for the Asset. | | Asset code | Displays the code of the software . | | Category | Displays the Category of the listed software . | | Asset Type | Displays the type of the software . | | Location | Displays the location of the software allocated Asset | | Store | Displays the store location of the selected Asset. | | Allocation Quantity | Displays the allotted quantity of the Asset. | | Allocation Type | Displays the type of allocation for the Asset. | | Allocation Status | Displays the status of the allocated Asset. | | Remarks | Displays the remarks, if any. | | Request ID | Displays the Request ID of the Asset. | | Allocated Date | Displays the date when the Asset is allocated. | | Attribute Name | Displays the Attribute name of the Asset | | Attribute value | Displays the Attribute Value of the Asset. | #### Return Request End user can view all the movement Ids details all the asset for which the return movement was initiated. End user can cancel the movement of the selected asset by clicking **CANCEL** **MOVEMENT** icon on the Action panel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-kbxfx6hz.png) To view the details of movement approval, click the hyperlink of asset under the **Movement ID** column. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-dnrw76f8.png) > [!NOTE] > Note > > you can view and add remarks only on the MOVEMENT APPROVAL pop-up page. #### **Field Description** The following table describes the fields on the MOVEMENT APPROVAL pop-up page: | **Field** | **Description** | | --- | --- | | Department | Displays the tenant for which the Asset return movement was initiated. | | Movement ID | Displays the movement ID. | | Barcode | Displays the barcode of the Asset. | | Movement Type | Displays the return movement type of the Asset. | | Asset Drop Location | Displays the drop location of asset. | | Source Location | Displays the source location of the Asset. | | Destination Location | Displays the destination location of the Asset. | | Movement date | Displays the movement date of the Asset. | | Initiated By | Displays the username who initiated the movement. | | Schedule Date of return | Displays the date of returning the asset | | Requested For | Displays the username for whom the return movement of asset was initiated | | Remarks | Specify the remarks for the return movement of the Asset. | | Approval Type | Displays the approval type of the return movement. | | | Displays the details of the asset in tabular format. | ### ACTIONS This section explains all the icons displayed on the **ACTIONS** panel of the **MY ASSET LIST** page. #### ACCEPT > [!NOTE] > Note > > The icons on the **ACTIONS** panel are displayed based on the configuration done by the Administrator. Select the Asset and click the **ACCEPT** icon to accept the Asset allocated to you. The **ACCEPT ASSET** pop-up page is displayed. To accept the asset the end user should perform the following actions: 1. Select the asset usage type from the drop-down list. 2. Type in the remarks. 3. Select the check box to acknowledge the terms of conditions and click **ACCEPT.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-875dzat2.png)Figure: ACCEPT ASSET pop-up page > [!NOTE] > Note > > - When the assets are linked with service request, the Asset and User details are displayed on the **SERVICE REQUEST DETAIL** page. For more information about the **SERVICE REQUEST DETAIL** page, see **Viewing/Updating Service Request Details** in [Service Management](/apex/docs/service-request-details). > - User can read the complete context of terms and conditions by clicking the hyperlink. > - The **terms & conditions** check box is available on the **Accept Asset** pop-up based on the configuration performed on the **Application Setting.** #### REJECT Select the Asset and click **REJECT** icon to reject the Asset allocated to you. The **REJECT ASSET** pop-up page is displayed. Specify the remarks and click **REJECT**. ![ REJECT ASSET pop-up page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-rehdghr7.png)Figure: REJECT ASSET pop-up page #### RETURN To return the asset, the end user must perform the following actions: 1. Select the Asset and click **RETURN** icon to return the Asset. A confirmation message is displayed. Click **OK** to confirm. 2. On the RETURN ASSET LIST pop-up page, fill in the required details and click RETURN. For more information about the filed, see Field Description. 3. Return movement of asset is initiated and respective movement ID is generated. > [!NOTE] > Note > > End user can view the movement ID details under the **Movement Request** tab ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-dk1767bf.png)Figure: Return Asset List The following table describes the fields on the **Return Asset List** pop-up page: | **Field** | **Description** | | --- | --- | | Tenant | Displays the tenant for which you want to initiate the asset return type | | Return Type | Select the return type. | | Scheduled Return Date | Select the return date of when you want to return the asset using the calendar icon. | | Asset Drop Location | Select the drop location of asset. | | Same as Parent Location | If the check box is selected, the drop location of asset will be considered as parent location. | | Remarks | Specify remarks, if any | #### RECONCILIATION After the Assets are sent for Reconciliation, the End Users need to acknowledge those Assets ([Sending Assets for Reconciliation](/apex/docs/send-assets-for-reconciliation)). Click **RECONCILIATION** to accept or reject an Asset that is sent to you for Reconciliation. For more information about accepting or rejecting an Asset, **Click Here** Select the Asset that you want to accept or reject, and then click **RECONCILIATION** on the **ACTIONS** panel. Alternatively, if the Assets are displayed in Tile View, you can click the icon on the Asset tile. > [!NOTE] > Note > > The **RECONCILIATION** icon is displayed on the **ACTIONS** panel only when you select an Asset that is sent for Reconciliation. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-rj9hqk5c.png) Figure: MY ASSET LIST page: Reconciliation icon The **ASSET RECONCILIATION** page is displayed. On the **ASSET RECONCILIATION** page, in the **Action** field, select the action that you want to perform on the Asset, and specify the remarks, if any. ![ASSET RECONCILIATION page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-3wog7h7o.png) Figure: ASSET RECONCILIATION page -Allocation Info (Revoke) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-ubeo1hrr.png) Figure: ASSET RECONCILIATION page - Location Info (Reject) The following table describes the fields on the **ASSET RECONCILIATION** page: | **Field** | **Description** | | --- | --- | | Allocation Info | Displays the Allocation details of an Asset. | | Configuration Info | Displays the Configuration details of the allocated Asset. This tab is displayed based on the configuration from **APPLICATION SETTINGS BY TENANT** page. | | Location Info | Displays the Location details of the allocated Asset. This tab is displayed based on the configuration from **APPLICATION SETTINGS BY TENANT** page. **Note:** The Manager can view the modified location details provided by the user while rejecting or accepting the reconcile Asset on the **REPORTEE ASSET DETAILS** pop-up page. | | Action | Select the **Action** that you want to perform the reconciled Asset. You can configure the these **Action** fields on the **APPLICATION SETTINGS BY TENANT** page. - Select Accept to accept the reconciled Asset. - Select Reject to reject the reconciled Asset. **Note:** - If the user accepts/rejects the reconciled Asset, then an e-mail is sent to the configured/available Manager for approval. - If there is no configured/available Manager, then the process is completed. | | Asset Purpose | Select the reason of allocating the Asset to the specified user in the **Allocation Details** section. **Note**: The **Asset Purpose** drop-down list is displayed in the following conditions: - The **Display Asset Purpose Field while Accepting Reconciled Assets** is selected on the **ASSET APPLICATION SETTINGS** page. - You select Accept in the **Action** drop-down list of the **Allocation** **Details** section. | | Rejection Type | Select the reason of rejecting the Asset. You can select either Not Available or Need to Deactivate/Dispose. **Note:** The **Rejection Type** drop-down list is displayed only when you select Reject in the **Action** drop-down list of the **Allocation** **Details** section. | | Attachment | Upload the supporting documents, if any **Note:** The **Attachment** field is displayed in the following conditions: - The Upload Attachments while Rejecting Reconciled Assets is selected on the **ASSET APPLICATION SETTINGS** page. - You select Need to Deactivate/Dispose in the **Rejection** **Type** drop-down list. | | New Floor | Search and select the correct Floor of the reconciled Asset whenever the reconciled Asset is rejected due to the incorrect Floor. **Note:** The **New Floor** field is displayed only when you select Reject in the **Action** drop-down list of the **Location Info** section. | | New Cubicle | Specify the correct Cubicle of the reconciled Asset whenever the reconciled Asset is rejected due to the incorrect Cubicle number. **Note:** The **New Cubicle** field is displayed only when you select Reject in the Action drop-down list of the **Location Info** section. | | Remarks | Specify the remarks, if any. | Click **SUBMIT** to send the Asset to the Manager for verification. For more information about the verification process of a reconciled Asset, see [Verifying Asset Reconciliation](/apex/docs/asset-reconciliation-approval). #### **UPDATE ASSET USAGE TYPE** Select the Asset and click **UPDATE ASSET USAGE TYPE** icon to update the usage type of the allocated Asset. Specify the Asset Usage type from the drop-down list, remarks and click SUBMIT to update the asset usage type of the allocated Asset. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-s0zhmcyl.png)Figure: UPDATE ASSET USAGE TYPE pop-up > [!NOTE] > Note > > - Once the user updates the asset usage type, the Administrator is notified about the modification and the same changes are captured on the Audit Trail tab. > - User can update the Asset usage status during any of the following phases: > - Pending for Acceptance > - Pending for return > - asset reconciliation state **EXPORT TO EXCEL** Click **EXPORT TO EXCEL** to export the record displayed on this page to a Microsoft Excel sheet. This is possible only when the page is viewed in **Tabular View**. **EXPORT ALL** Click **EXPORT ALL** to export all the records to a Microsoft Excel sheet. This is possible only when the page is viewed in **Tabular View.** **See the Sample e-mail** Accessories Asset Allocation E-mail **![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-wdvuy0tp.png)** Asset Project Allocation E-mail **![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-jxxq4hwg.png)** Consumable Asset allocation E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-2lzqlmrm.png) Asset Customer Allocation E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-mmj1prhx.png) Asset Location Allocation E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-9hbbzyyv.png) Software Asset Allocation E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-pr3elhsu.png) User Acceptance - Acknowledgement E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-xgmqm6or.png) Invalid E-mail Subject ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-xfp0997v.png) Invalid User Action E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-25l9d6gl.png) Unauthorized User Action E-mail ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/my-assets-image-2k4lrqv4.png) ###