v1.0
EXM Suite

Hardware Asset

Create Hardware Asset

  1. Click on "New" button on the top ribbon of the view by navigating to Asset Management > Hardware Asset.
  1. Fill in all mandatory fields, marked with an Asterisk.
  2. Click on button on the top ribbon.
Form

Form

Note:

1) When new hardware asset is created the display name is automatically created by the concatenation of Model and Asset Tag.

2) After the new hardware asset is created the system automatically creates a corresponding configuration item and auto populates the configuration item.

Automatic Creation of the Configuration Item after the Asset record

Automatic Creation of the Configuration Item after the Asset record

Form

Details Section

Field NameDescription
Asset TagUnique Company Identifier
Assigned OnDate Asset in use
Assigned ToEstablishes direct ownership
Configuration ItemSystem generated linkage to CMDB
Display NameSystem generated name
LocationGeographic place
ModelAssociated Vendor Naming convention
Serial NumberUnique Vendor Identification
StatusCurrent Condition
CompanyCompany that manufactured
ClassificationIndicates the classification of the asset type.
Asset ManagerPerson within an organization who manages the detailed information about the Asset.

Required Fields: Model, Status, Asset Tag

Required Fields Based on Business Rule: Sub Status, Location, Assigned To, Company

Financial Section

Field NameDescription
CostPrice of unit
Expense TypeAccounting methods
Invoice NumberAccounting system generated tracking identifier
POAccounting system generated payment identifier
VendorCompany purchased from
DepartmentIndicates the department within an organization who is responsible for Asset.
Cost CenterIndicates the cost center within an organization to which cost of asset will be charged for accounting purposes.

Disposal Section

Form

Form

Field NameDescription
Disposal DateLast date of asset ownership
Disposal VendorEntity that now has ownership
Retired OnLast used date
Scheduled Retired DatePlanned work stoppage
Warranty ExpirationDate vendor supports terminates

Audit Section

Form

Form

Field NameDescription
Audit NumberExaminer tracking number
Audited ByExaminer
Last Audit DatePrevious examination
Last Audit StatusPrevious examination standing

Required Fields: Last Audit Status, Audited By

Add Attachments

Attach multiple attachments to the Hardware Asset.

Knowledge Article Tab

Attach related Knowledge Articles to the Hardware Asset record by clicking on the button.

Attach related Incidents to the Hardware Asset record by clicking on the button.

Attach related Events to the Hardware Asset record by clicking on the button.

Attach related Change Requests to the Hardware Asset record by clicking on the button.

Audit History Tab

All the changes/updates made to the asset are captured in Audit History tab.

Archive Records

Migrate all the retired hardware asset records created between specified range of date from the Hardware Asset Entity and store it into Hardware Asset Archive Record entity. Users with ESM Super Admin role can archive the records.

Procedure

· Navigate to Asset Management > Hardware Assets from the left navigator.

· Click on the “Archive Records” button in top navigator.

· Popup will appear.

· Select the Start Date and End Date (Range of created on dates for which Hardware Assets need to be archived).

· Click on the Submit Button.

After clicking on submit button, reconfirmation popup will appear which displays that how many total records will be archived and will prompt to confirm for archival job to start.

After reconfirmation by user, archival job will start and the user who initiated the job would receive an email and/or teams notification with the number of records archived.

Note: It will only archive those Hardware Asset records whose status are set as “Retired”.

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