Overview

The Approval process for allocating and deallocating Accessories (peripherals) like keyboards and monitors to hardware assets ensures efficient resource utilization and accountability. User's requests for accessories are approved for allocation based on availability and are linked to specific assets. Accessories are approved for deallocation under situations when users leave the organization, need a replacement, etc.  

Approval for Allocate Accessories

To approve the allocation of Accessories, perform the following steps:

1. Navigate to Asset Management > Approval > AC - Allocate & Deallocate Approvals.
   The AC - Allocate - Deallocate Approvals List page is displayed.
   Figure: AC - Allocate - Deallocate - Approval List page
   
   
2.  Click the Transaction ID to review and Approve/Reject AC Allocation.
   See Field Description for more information on field values.
   Figure: Approve AC Allocation Details page

Field Description

This table contains the list of fields and their descriptions that are available under the Approval Allocate AC Details page:

Field	Description
General Details
Tenant *	The selected Tenant is displayed. It is a non-editable field.
Store *	The selected store of the Accessory is displayed. It is a non-editable field.
Category *	The selected Category of the Accessory is displayed. It is a non-editable field.
Customer	The selected Customer of the Accessory is displayed.
Reference ID	The selected reference ID of the Accessory is displayed.
Quantity Details
Total Quantity	Displays the overall quantity of Accessories in the chosen Store, specific to the Tenant and Category.
Available Quantity	Displays the number of Accessories ready or available to be allocated to an Asset or User.
Allocation Details
Allocate To *	Displays to whom the Accessory is allocated. It can be either an Asset or a User.
Allocation Date *	Displays the allocation date of the accessory.
Fixed Asset	Displays the name of the associated fixed asset of the accessory.
Allocation Quantity *	Displays the count of accessory allocated to the Asset or User.
Assigned User	Displays the name of the User to whom the accessory is assigned.
Request ID	Displays the allocation request ID (if any).
Allocation Type	Displays whether the allocation of the accessory is Temporary or Permanent.
Remarks	Displays the added remarks if any.

3. Click Approve to approve/reject the allocation of the Accessory. On this pop-up window, click Approve/Reject and Submit.
Figure: AC - Approval allocation

Figure: Store Manager Approver status pop-up

Figure: Allocated User Manager Approval status pop-up

4. After receiving approval from the Store Manager and Allocated User Manager, the Accessory will be officially allocated, and its status will be updated to Allocated. You can view this record on the Allocate - Deallocate - AC List page within the Allocated section.
Figure: Workflow Timeline - after approval

If the Store / IT Manager rejects the allocation request, the Accessory is moved to the Allocation Rejected state. You can view this record on the Deactivate & Reactivate - AC List page within the Allocation Rejected tab.
Figure: Allocation Rejected

Approval for Deallocating Accessories

To approve the deallocation action on Accessories, perform the following steps:

1. Navigate to Asset Management > Approval > AC - Allocate & Deallocate Approval.
   The AC - Allocate - Deallocate Approval List page is displayed.
   Figure: AC - Allocate - Deallocate Approval list page
   
   
2.  Click the deallocate Transaction ID hyperlink to approve the Accessory deallocation. Click Approve to provide approval to deallocate the accessory.
    Figure: Approve Deallocation
   
   Field Description
   This table contains the list of fields and their descriptions that are available under the Approve Deallocate AC Details page:
   

   Field	Description
   Deallocation Details
   Deallocation Date *	Displays the date from the calendar from when the Accessory must be deallocated.
   Deallocation Remarks	Displays any remarks for deallocation.

3.  After the 1st level approval from the Reporting Manager, the deallocation request is sent to the 2nd level for approval from the IT Team.
   Figure: Workflow Time - Deallocation
   
   Figure: Reporting Manager Approver status pop-up
   
   Figure: IT Team Approval status pop-up
   
   
4. After receiving approval from the Reporting Manager and IT Team, the Accessory will be officially deallocated, and its status will be updated to Deallocated. You can view this record on the Allocate - Deallocate - AC List page within the Deallocated section.
   Figure: Workflow Timeline - after approval
   
   
5.  If the Reporting Manager/ IT Team rejects the deallocation request, the Accessory is moved to the Allocated state. You can view this record on Deactivate & Reactivate - AC List page within the Allocated section.
   Figure: Deallocation Rejected