Manage Allocate & Deallocate - AC

Streamline the allocation and deallocation of diverse accessories.

View, edit, filter, and update the allocated and deallocated Accessories for IT Asset Management to enhance asset tracking, optimize resource allocation, and enhance inventory accuracy. This functionality empowers ITAM Analyst to monitor Accessory allocation and deallocation, as well as track approval workflows, all from a single page.

View

You can view the list of allocated and deallocated accessories including the accessories yet to be allocated and deallocated using the following options:

• Grid
• Filters
• Search

To view the list of Allocation-Deallocation - AC and view any specific record, perform the following steps:

1. Navigate to Asset Management > Select the role as ITAM Analyst.
   
   
2. Select Asset Management > Accessories (AC) > Allocate & Deallocate AC.
   The Allocate - Deallocate - AC List page is displayed.
   Figure: Allocate - Deallocate- AC List Page - Grid, Filters, Search, Export
   
   
3. Click icon to view the details of the Accessory allocation or deallocation.
   Figure: View Accessory allocation or deallocation details
   
   
4. The Accessory summary page is displayed. Click Cancel to close the summary page and return to List page.
   Figure: Accessory summary page
   
   
5. Click icon to view the Accessory details in a new tab or a new window.
   Figure: Open link in new tab and new window option
   
   
6. The Accessory details page is displayed. Click Cancel to exit the process and go back to the list page without making any changes.
   Figure: Accessory details page

Grid

Manage how you want to view the list of allocated or deallocated Accessories using two different views.
Figure: Grid and list view

To view the configured Allocate - Deallocate - AC List page in different views, perform the following steps. 

1. On the List page, click Grid icon on the top right corner just above the list of records. It displays all configured Accessories (allocation/deallocation) in a grid view. The information for an individual Accessory is displayed in tabular form.
2. On the List page, click List icon on the top right corner just above the list of records. It displays all configured Accessories (allocation/deallocation) in a list view.

Filters

You have the provision to apply filters on all of the columns or an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data for better analysis. You can apply filters on individual columns as well as per your requirements.

To apply filters on individual columns, perform the following steps:

1. On the list page, click the filter associated with the individual column to sort the details in the column as per the requirement.
   Figure: Filters - Individual Column
   
   
2.  Specify the filter criteria based on your requirements.
   Figure: Filters - popup
   
   
3. Click the Filter icon to view the following filter options. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
   
   
4. Select the option to compare the data based on the conditions. Available options are as follows:
   • Starts With
   • Contains
   • Not contains
   • Ends with
   • Equals
   • Not equals
   • Less than
   • Less than or equal to
   • Greater than
   • Greater than or equal to
   • Date is 
   • Date is not
   • Date is before
   • Date is after
   • Active
   • Not Active
     Note

     The following filter options are available for numeric column values:

     • Less than
     • Less than or equal to
     • Greater than
     • Greater than or equal to

     The following filter options are available for date column values:

     • Date is 
     • Date is not
     • Date is before
     • Date is after

     The following filter options are available for the Active toggle switch:

     • Active
     • Not Active 
5. You can click Clear to clear the configured filter and click Apply to set the filter conditions.
6. You have the flexibility to customize the appearance and order of columns on the List page by simply clicking the Show Columns icon.
   Figure: Show columns icon
   
   
7. You can easily change the order of columns by dragging them up or down as needed.
   Gif: Sort columns drag and drop feature
   
   
8. Customize the columns to be displayed on the List page by selecting or deselecting them using the checkboxes.
   Figure: Show columns checkbox selection
   
   
9. Click Save to save the new view of columns. Click Cancel to revert all the changes made and close the pop-up. Click Clear All to remove all the applied column view settings.

Search

Search function enables you to search the Accessories. In the search field, enter the specific Transaction ID, Customer, or any other details of the Accessory that you want to search. The application displays all the records that match the inputs.
Figure: Search field

Click X (close icon) to clear the entered searched criteria.

Edit

Edit option allows you to modify the details of an allocated or deallocated Accessory according to your specific requirements.

To edit a Accessory, perform the following steps:

1. Navigate to Asset Management > Accessories (AC) > Allocate & Deallocate - AC.
   The Allocate - Deallocate - AC List page is displayed.
   Figure: Inventory - AC List page
   
   
2. Click the desired Transaction ID hyperlink to edit the Accessory configuration. Do the changes as per requirement and click Save to save the latest changes.
   Figure: Accessory Details page

Export

Export records of the current list page or records of all the pages by clicking icon.
Figure: Export icon

Once you clickicon, the following options are displayed. Click Export Current Page to export the data displayed on the current page. Click Export All to export data of all the configured Asset Types.
Figure: Export to Excel options