Manage Fixed Asset

Streamline Management of Diverse Fixed Assets!

View, edit, filter, and update the configured assets to enhance asset tracking, optimize resource allocation, and enhance inventory accuracy. This functionality enables ITAM Analyst to customize assets, track usage patterns, and improve asset lifecycle management for enhanced operational performance.

View

You can view the list of configured Fixed Assets using the following options:

• Grid

• Filters

• Search

To view the list of configured assets and view any specific record, perform the following steps:

1. Navigate to Asset Management > Select the role as ITAM Analyst.
   

2. Select Asset Management > Manage Asset > Fixed.
   The Fixed Asset List page is displayed.

   

   Figure: Fixed Asset List Page - Filters, Import, Search, Export, Grid
   

3. Click  icon to view the details of the configured Fixed Asset.

   

   Figure: View Fixed Asset details
   

4. The Fixed Asset summary page is displayed. Click Cancel to close the summary page and return to List page.

   

   Figure: Fixed Asset summary page
   

5. Click   icon to view the Fixed Asset details in a new tab or a new window.

   

   Figure: Open link in new tab and new window option
   

6. The Fixed Asset details page is displayed. Click Reset to clear all the field details. Click Cancel to exit the process and go back to the list page without making any changes. Click Save to save the updated information on this details page.

   

   Figure: Fixed Asset details page
   

7.  The Fixed Asset List page offers a comprehensive overview of configured assets, presenting key details about each asset.

   

   Figure: Fixed Asset List page - All columns list view 

Explore the significance of displayed fields through the following Field Description table.

Field Description

This table contains the list of fields and their descriptions that are displayed on Fixed Asset List page:

List and Summary View

Asset List page offers two distinct views to help users manage and track assets efficiently: List and Summary View.

List View: This view provides a detailed, column-based layout, displaying key asset information. For example, fields such as asset codes, statuses, asset conditions, serial numbers, etc are displayed. It allows users to see granular details for each asset, making it ideal for tasks requiring precise data, such as audits or troubleshooting.

Summary View: This view highlights broader asset lifecycle statuses, focusing on asset categories and tenants. It features quick-access columns for asset lifecycle statuses like "In Store," "Allocated," "In Transit," and "Inactive," helping users get a high-level overview of how assets are distributed or managed.

Figure: Summary View

Note

The columns displayed here can be configured on the transaction form under the Form Designer.

Transaction Form

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 configured Accessories. In the search field, enter the specific Asset Code, Make, Model or any other details of the Fixed Asset that you want to search. The application displays all the records that match the inputs.

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

Edit

Edit option allows you to modify the details of a configured Fixed Asset according to your specific requirements.

To edit a configured Fixed Asset, perform the following steps:

1. Navigate to Asset Management > Manage Asset > Fixed.
   The Fixed Asset List page is displayed.

   

   Figure: Fixed Asset List page
   

2. Click the desired Asset Code hyperlink to edit the Fixed Asset configuration. Do the changes as per requirement and click Save to save the latest changes.

   

   Figure: Fixed Asset Details page
   

   Note

   Configured Fixed Assets in the In Transit status cannot be edited or modified.

Export

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

Bulk Import

Bulk Import feature allows you to efficiently add multiple assets to the system at once, saving time and reducing manual entry errors.

Figure: Bulk Import options

Bulk Update

Bulk Update feature allows you to update multiple records at once, saving time and effort. Steps are as follows:

1. Selecting Multiple Records:

   On the list screen, you can select several asset records that need update. This can be done by either selecting asset records individually or using the "Select All" option for larger groups.
   

2. Choosing Attributes to Update:

   Once the records are selected, you'll be prompted to choose the specific attributes or fields you want to modify. This can include fields like Serial Number, Model, Make, RAM Size, Manufacturer, etc.
   

3. Updating in One Go:

   After selecting the attributes, you can apply the updates across all the selected records at once. This ensures consistent changes and reduces the need to manually update each record one by one.

To execute bulk update, perform the following steps:

1. On the asset list page, select the asset records that requires modification or updates.
   Click the Bulk Update option (which is highlighted with number of selected asset records) to perform the update action.
   

   Figure: Fixed Asset List page
   

2. On the Bulk Update pop-up, select the Tenant and Field along with their Values which needs to be updated as shown below.
   You can add multiple conditions by using “+” icon.
   Click Apply to complete update action.

   

   Figure: Bulk Update pop-up
   

3. You can view the previous history of bulk updates through View History option.

   

   Figure: View History option
   

   Figure: Bulk Update History pop-up