Fixed Asset - Common Actions

22 Oct 2024
4 Minutes to read

Fixed Asset - Common Actions

Updated on 22 Oct 2024
4 Minutes to read

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Fixed Asset - Common Actions

This segment covers details about all the actions that are common across all asset lifecycle statuses.

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 option
On 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

Field 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

Field 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. Note Available communication channel option is Microsoft Teams.
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.

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 option
Import 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

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-up
Click Print to take a physical printout of the barcode details through printer or store in PDF format.
Figure: Print barcode prompt window

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 option
Hardware and Software Details are displayed as follows.
Hardware Details
Figure: Discovery Information - Hardware Details
Figure: Hardware Details List

Figure: Discovery Information - Hardware Details
Figure: Hardware Details List

Software Details
Figure: Discovery Information - Software Details

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