Difference between revisions of "Assets Action Item"

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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/asset-action/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Asset Action Item|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/asset-action/]]
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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Assets Action Item
 
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Assets Action Item
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== Related Articles ==
 
== Related Articles ==
 
:* [[Asset_Management|Asset Management]]
 
:* [[Asset_Management|Asset Management]]
:* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control - Lock / UnLock Action Items]]
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:* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]]
 
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::* If there is a customer associated to the request, any assets directly associated to the customer will be visible, with a '''Link''' option available to associate the asset to the request, or to show if a customer's assets is already linked to the request
 
::* If there is a customer associated to the request, any assets directly associated to the customer will be visible, with a '''Link''' option available to associate the asset to the request, or to show if a customer's assets is already linked to the request
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::* If there is a customer associated to the request, any assets '''shared''' with the customer directly or through a grouping or organization they belong to will be visible, with a '''Link''' option available to associate the asset to the request, or to show if the assets are already linked to the request
 
::* if a site has been associated to the request, a free search box will be available under the '''Site's Assets''' option.  You can search using the assets name, class or tag.  The results will be restricted to any matching assets which are linked to the site of the request.  Again use the '''Link''' option to associate the asset's to the request
 
::* if a site has been associated to the request, a free search box will be available under the '''Site's Assets''' option.  You can search using the assets name, class or tag.  The results will be restricted to any matching assets which are linked to the site of the request.  Again use the '''Link''' option to associate the asset's to the request
 
::*a free search box will be available under the '''All Assets''' option.  You can search using the assets name, class or tag , again you can use the '''Link''' option to associate the asset's to the request
 
::*a free search box will be available under the '''All Assets''' option.  You can search using the assets name, class or tag , again you can use the '''Link''' option to associate the asset's to the request
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The default visibility level is '''Customer''' meaning the post to the request timeline will be visible to the customer of the request via the customer or service portals.  You can change the visibility level to say team or owner before posting, if you do not wish for the post to be visible on the timeline to the customer of the request.
 
The default visibility level is '''Customer''' meaning the post to the request timeline will be visible to the customer of the request via the customer or service portals.  You can change the visibility level to say team or owner before posting, if you do not wish for the post to be visible on the timeline to the customer of the request.
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[[Category:HDOC]]

Latest revision as of 21:08, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Asset Action Item