Fixed Asset - Common Actions
- 17 Dec 2024
- 4 Minutes to read
- Print
- PDF
Fixed Asset - Common Actions
- Updated on 17 Dec 2024
- 4 Minutes to read
- Print
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Fixed Asset - Common Actions
This segment covers details about all the actions that are common across all asset lifecycle statuses.
Workflow Timeline
The Workflow Timeline tab is activated during various asset lifecycle actions, such as Allocation, Deallocation, Repair, and Movement. This workflow ensures that all necessary approvals are obtained before completing these actions.
Workflows are used to configure approvals for different asset lifecycle actions. It provides a visual representation of the approval process in the workflow view. This ensures clarity and understanding of the required steps.
Note
These workflows are configured in Workflow Designer under Design Studio. For more information on Workflow Designer, refer to Workflow Designer Overview.
Click the Workflow Timeline tab to view the workflow information.
Figure: Workflow Timeline tab
Click
to view the workflow diagram in detail.
Figure: Workflow pop-up
Workflow details can be viewed in two different formats:
* Grid View
* List View
Figure: Grid View
Figure: List View
to view the workflow diagram in detail.
Let’s understand the color code in Workflow Timeline grid.
Color | State | Screenshot |
|---|---|---|
Blue | Current |
|
Grey | Pending |
|
Green | Completed |
|
Send Email
Automate the process of sending asset details through email, ensuring that the end user can easily access the asset information.
Click the kebab menu on the asset details page to select Send Email option.
Figure: Fixed Asset Details page - Send Email optionOn the Send Email pop-up, enter all the required details and click Submit. For more information on fields, refer Field Description.
Figure: Send Email pop-up
Figure: 
Figure: Send Email pop-upField Description
The following table provides details about fields:
Field | Description |
|---|---|
Recipients Selection | |
To | Select the required choice from available options: Users, Custom Email IDs. Users This option allows you to select specific recipient (user) from the available user list. You can select multiple users.
Figure: Users option Custom Email IDs This option allows you to enter specific custom email IDs. You can enter multiple IDs.
Figure: Custom Email IDs option |
Cc | Select the required choice from available options: Users, Custom Email IDs. Users This option allows you to select specific recipient (user) from the available user list. You can select multiple users.
Figure: Users option Custom Email IDs This option allows you to enter specific custom email IDs. You can enter multiple IDs.
Figure: Custom Email IDs option |
Notification Template Selection | |
Notification Template | Choose the desired Notification Template from the list of templates configured in the Notification Designer. |
Subject | Subject refers to the email subject of the notification. It is auto populated when the notification template is selected. |
Body | Body contains main content of the notification. It is auto populated when the notification template is selected. |
Remote Asset Control
Remote Asset Control involves monitoring and managing assets remotely. This approach streamlines operations by minimizing the need for physical presence on-site, optimizing efficiency from anywhere. This feature enables the support team to easily control end-user systems for seamless access with enhanced security.
Click the kebab menu on the asset details page to select Remote Asset Control option.
Figure: Fixed Asset Details page - Remote Asset Control option
On the Remote Asset Control pop-up, enter all the required details and click Save. For more information on fields, refer Field Description.
Figure: Remote Asset Control pop-up
Figure: Remote Asset Control pop-upField Description
The following table provides details about fields:
Field | Description |
|---|---|
Communication Channel | Choose the Communication Channel or access through which the connection can be established.
|
Analyst Email | Select the required Analyst’s email from the drop-down. |
Username | Select the required Username from the drop-down. |
Reason for request | Enter a brief information explaining the reason for connection request. |
Create Template
Create Template option allows you to input specific values on a new form or configuration page. Upon clicking Save, it stores the entered data as reusable template. Enter all the required data on the new configuration page and click Create Template 
option.
Let's learn how to create a template for the 'Laptop' category in a particular store. Follow along with the gif below to understand the process.
(1).gif?sv=2022-11-02&spr=https&st=2024-12-21T17%3A19%3A02Z&se=2024-12-21T17%3A29%3A02Z&sr=c&sp=r&sig=z%2FODnAr2myGZ1UHPSesEcoMgUhRQAb9PRtlJSeg2ck8%3D "Create template gif (latest)(1).gif")
Import Template
Import Template option allows you to import any saved template into the new configuration page. This helps in easy import of pre-defined data and saves time from repetitive manual input.
Click the kebab menu on the asset details page to select the Import Template option.
Figure: Fixed Asset Details page - Import Template optionImport Template pop-up displays the list of created templates. Select the required template checkbox and click Apply to apply the template on the new asset record page.
Figure: Import Template pop-up
Figure: Fixed Asset Details page - Import Template option
Print Barcode
Barcode labels can be printed for each asset that is added to the Asset Inventory including deactivated Assets. Each barcode is unique so this is useful in identifying the assets. Apex application supports ISBN barcode and QR Code types. Barcode labels can be configured separately based on the Stores and the Asset Categories.
To know more on Barcode configuration, refer to Barcode Template Overview.
To print asset barcode, perform the following steps:
Click the kebab menu on the asset details page to select Print Barcode option.
Figure: Asset details page - Print Barcode option
Print Barcode pop-up is displayed with barcode details.
Figure: Print Barcode pop-upClick Print to take a physical printout of the barcode details through printer or store in PDF format.
Figure: Print barcode prompt window
Figure: Asset details page - Print Barcode option
Figure: Print Barcode pop-up
Discovery Information
Discovery Information provides details about Hardware and Software Discovery for the selected asset.
Hardware Details tab provides details about the hardware discovered on the asset. Software Details tab provides the list of software installed on the particular asset including information about publisher and installation date.
Click the kebab menu on the asset details page to select Discovery Information option.
Figure: Asset Details page - Discovery Information optionHardware and Software Details are displayed as follows.
Hardware Details
Figure: Discovery Information - Hardware Details
Figure: Hardware Details List
Figure: Discovery Information - Hardware DetailsFigure: Hardware Details List
Software Details
Figure: Discovery Information - Software Details
Figure: Asset Details page - Discovery Information option
Figure: Discovery Information - Hardware Details
Was this article helpful?