Difference between revisions of "Assets"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/asset-management/asset-details/ Hornbill Document Library]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Asset Details|link=https://docs.hornbill.com/servicemanager-user-guide/asset-management/asset-details/]] | ||
| + | <!-- | ||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__ | __NOTOC__ | ||
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:* [[Manage Assets]] | :* [[Manage Assets]] | ||
:* [[Asset Types]] | :* [[Asset Types]] | ||
| + | :* [[Software Asset Management]] | ||
:* [[Configuration_Manager|Enable Timeline & Activities]] | :* [[Configuration_Manager|Enable Timeline & Activities]] | ||
:* [[Asset_History|Asset History]] | :* [[Asset_History|Asset History]] | ||
| + | :* [[Shared Assets]] | ||
:* [[Custom Buttons]] | :* [[Custom Buttons]] | ||
| + | :* [[Hornbill_iBridge|iBridge]] | ||
|} | |} | ||
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==[[Asset History]]== | ==[[Asset History]]== | ||
| − | View all changes to the asset's attributes, | + | View all changes to the asset's attributes by clicking on the History icon. |
| + | |||
| + | [[file:assethistory.png]] | ||
| + | |||
| + | The asset's Audit History will list actions, including who performed the action. | ||
| + | |||
| + | :[[file:AssetAuditHistory.png]] | ||
| + | |||
| + | * '''Search''' | ||
| + | :Search on ''field'', ''from'', and ''to'' columns | ||
| + | * '''Relationships''' | ||
| + | :Show changes in relationships between this asset and other entities within Hornbill | ||
| + | * '''Generate PDF''' | ||
| + | :Create a PDF document of the audit history. This will automatically be downloaded to your local computer. The document is split into sections for details and relationships | ||
| + | * '''Print''' | ||
| + | : Print the contents of the audit history to a printer | ||
==Summary== | ==Summary== | ||
| − | A Summary section maybe visible on the right hand side of the asset details view. The attributes displayed in the summary section are configurable per asset type, and can be managed by the asset administrator. | + | A Summary section maybe visible on the right hand side of the asset details view. The attributes displayed in the summary section are configurable per asset type, and can be managed by the asset administrator, alongside deciding which asset attributes to make visible per asset type, and which asset attributes are mandatory. This is covered in more detail under [[Asset Types]] |
==Asset Details== | ==Asset Details== | ||
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The Assets are broken down into logical groupings, which will be specific to the Asset Type and Asset class the asset belongs too. | The Assets are broken down into logical groupings, which will be specific to the Asset Type and Asset class the asset belongs too. | ||
| − | ==Updating/Editing an Asset== | + | === Updating/Editing an Asset === |
To edit an asset's attributes or asset image, select '''Edit''', Make the changes you need and then select the '''Save''' button to confirm the changes. | To edit an asset's attributes or asset image, select '''Edit''', Make the changes you need and then select the '''Save''' button to confirm the changes. | ||
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::: Software Class specific, lookup is filtered based on the previously chosen '''Product''' field. Versions are created from the '''Manage Asset Types''' and '''[[Manage Vendors, Products, Versions]]''' button on the Software Asset Class | ::: Software Class specific, lookup is filtered based on the previously chosen '''Product''' field. Versions are created from the '''Manage Asset Types''' and '''[[Manage Vendors, Products, Versions]]''' button on the Software Asset Class | ||
| − | + | === Attachments === | |
| + | |||
| + | View, edit the description of, or remove any attachments associated to the asset | ||
| − | + | ===Linked Entities=== | |
| + | |||
| + | If the asset has been linked to other entities in Hornbill, they will be visible in the linked entities section | ||
| + | |||
| + | {{bullet1|Linked Requests|View all requests the asset has been linked too}} | ||
| + | {{bullet1|Assets|View any other linked assets (launch a graphical view if configuration manager is installed) }} | ||
| + | {{bullet1|Services|View any services the asset is linked too}} | ||
| + | {{bullet1|Documents|View, Download or unlink any documents the asset is linked too}} | ||
| + | |||
| + | ==Timeline== | ||
| + | |||
| + | Collaborate on and follow assets. The Timeline will be visible on an asset view if Configuration Manager is installed and the asset is marked as under policy. | ||
| + | |||
| + | == Tags == | ||
| + | [[File:Asset_tags.png|right|350px|link=https://wiki.hornbill.com/images/e/e1/Asset_tags.png]] | ||
| + | Tags provide a way to specify key words or attributes on an Asset for easy searching for this asset and any other asset using the same tag. | ||
| + | |||
| + | {{bullet1|Adding a Tag|To add a tag, simply start typing the tag that you wish to add. As you type, existing tags that match will be displayed and can be selected. There are two modes available that control if a user can add their own tags or if the predefined tags must be used. }} | ||
| + | |||
| + | {{bullet1|Conditions|Within both the Advanced Filter and the View Criteria on the Asset List, you can add a condition to filter your asset list based on one or more tags}} | ||
| + | |||
| + | {{bullet1|Global Search|The Global Search contains two search options. Search by Name and Description (default) or by Tags. Selecting the Tag search will provide a list of results based on the tags provided.}} | ||
| + | |||
| + | ==Activities== | ||
| + | |||
| + | Schedule and Manage asset activities such as reviews and PAT testing. The Activities option will be visible if Configuration Manager is installed and the asset is marked as under policy. | ||
| + | |||
| + | ==Custom Buttons== | ||
| − | + | It Maybe useful to link to external content, or launch 3rd party solutions from asset forms. Custom buttons can be added to asset forms to facilitate this by the asset administrators. | |
| + | Add, Edit or Remove custom Buttons on the Asset form by using the '''Custom Buttons''' option. | ||
| − | [[Category: | + | :* Add a New Custom Button by giving the Custom Button a name, invoke an [[Hornbill_iBridge|iBridge]] option or define a URL to launch from the button by adding an asset attribute field as a '''variable''' you want to pass to the the URL. |
| + | :* Example uses for Asset Custom Buttons may include launching a 3rd party online remote control application, or viewing further asset information held in a 3rd party discovery tool, or simply a link to the vendors website for more information on the asset. | ||
| + | :* Custom Buttons can be set to only show if certain conditions are met i.e if the asset form being viewed is of a certain type or class, or if an attribute of the asset manages the given condition. | ||
| + | --> | ||
| + | [[Category: HDOC]] | ||
Latest revision as of 22:17, 7 February 2024
This document can now be found at its new location in the Hornbill Document Library.
