Fixed Asset - In Transit
  • 10 Sep 2024
  • 4 Minutes to read
  • PDF

Fixed Asset - In Transit

  • PDF

Article summary

Assets that are in movement, in the process of relocation, or whose transfer has been initiated will be classified under In Transit status.

Let's explore the 'In Transit’ status in detail.

Figure: Asset details page - In Transit status

Top Panel

Top Panel consists of following fields:

Field

Description

Asset Code

Asset Code is a unique alphanumeric identifier assigned to assets in the inventory. It prominently displays the assigned code, where the first two letters denote the asset type.

For example: In FI000875, 'FI' signifies a fixed asset.

Asset Status

Asset Status will be displayed as In Transit when the asset is currently in movement.

Audit Trail captures information such as Change, Workflow, Link, Communication, BR, and Access History.

Figure: Audit Trail pop-up

Kebab menu consists of options such as Reactivate, Send Email, Remote Asset control etc.

For more details on kebab menu options, refer to the In Transit - Actions segment below.

In Transit - Actions

Send Email

Automate the process of sending asset details through email, ensuring that the end user can easily access the asset information.

  1. Click the kebab menu on the asset details page to select the Send Email option.

    Figure: Asset Details page - Send Email option

  2. 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

Select the desired Notification Template from the drop-down.

Subject

Subject refers to the email subject of the notification. It appears by default when the notification template is selected.

Body

Body contains main information of the notification. It appears by default 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.

  1. Click the kebab menu on the asset details page to select Remote Asset Control option.

    Figure: Asset Details page - Remote Asset Control option

  2. On the Remote Asset Control pop-up, enter all the required details and click Save. For more information on fields, refer Field Description.

    remote asset control pop-up

    Figure: Remote Asset Control pop-up

Field Description

This table contains the list of fields and their descriptions that are available under the Remote Asset Control

Field

Description

Communication Channel

Choose the Communication Channel 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.

Import Template

Import Template option allows you to import any saved template into the new configuration page. This helps in easy form creation and saves time from repetitive manual input.

  1. Click the kebab menu on the asset details page to select the Import Template option.

    Figure: Asset Details page - Import Template option

  2. Import Template pop-up displays the list of created templates. Select the required template checkbox and click Apply to apply the template on the configuration 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. During Asset Movement, the Floor or Store Manager can easily validate and scan the Asset barcode using a barcode scanner. Apex application supports ISBN barcode and QR Code types. Barcode labels can be configured separately based on the Stores and the Asset Categories.

  1. 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

  2. Click Print to take a physical printout of the barcode details in PDF format.

    Figure: Print barcode prompt window

Discovery Information

Discovery Information provides details about Hardware and Software Discovery.

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.

  1. Click the kebab menu on the asset details page to select Discovery Information option.

    Figure: Asset Details page - Discovery Information option

  2. Hardware and Software Details are displayed as follows.

    Hardware Details

    Figure: Discovery Information - Hardware Details

    Figure: Hardware Details List


    Software Details

    Figure: Discovery Information - Software Details


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