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Version: 1.3.1

ITAM Help

note

The ITAM application is under development. The documentation is updated along with new releases.

Coordinate the activity of your organization to realize value from IT assets, or simply 'assets', within the ISO 19770-1 framework with the help of ITAM (IT Asset Management) application. You can monitor and control the efficiency of IT asset utilization and optimize associated financial costs.

With ITAM, you can do asset planning and accounting, and monitor the state of assets of substantial value to the organization's core business. You can also plan and monitor cash flows associated with the assets throughout their life cycle.

All records of registered assets are stored by the system in the logical Asset Management Database (AMDB), a tool for IMACD processes taking place throughout the asset life cycle as part of the asset accounting and monitoring. ITAM implements these processes through the tasks of asset registration, inventorying, relocation, upgrading, maintenance, and decommissioning.

ITAM functionality goes far beyond IMACD processes and also includes budget, needs, procurement, contracts, and finance management.

ITAM application activities are divided into four areas:

  • Accounting allows you to put assets into and out of operation (register them with and out of the system), change their states and attributes, and inventory them along with recording their condition and identifying unused assets. Registration, approval process, and execution of tasks is performed as part of the AMDB.
  • Contracting implies contract accounting that allows the company to update or cancel contracts on a timely basis, avoid fines and unnecessary expenses. You can manage various types of asset-related documents and contracts with suppliers and service companies.
  • Demand management and procurement allows the current ITAM version to create a catalog of nomenclatures, specify the minimum stock level, create CIs for assets registered as part of a nomenclature and add them to relevant model catalogs.

The ITAM application consists of the following sections:

SectionDescription
TasksTo navigate to a list of selected tasks, select one of the following items:
  • Asset registration
  • Asset allocation
  • Asset return to stock
  • Asset maintenance
  • Asset upgrading
  • Asset inventory
  • Asset relocation
  • Change of responsible
  • Change of stock
  • Asset decommissioning
  • Asset disposal
  • Asset transfer
Asset contractsTo navigate to a list of specific contract types or create a new one, select one of the following items:
  • Purchase agreement
  • Warranty agreement
  • Maintenance agreement (non-warranty)
  • Sales agreement
  • Disposal agreement
  • Contract categories – select to navigate to the list of contract categories.
DocumentsTo navigate to a list of documents of a specific type or create a new one, select one of the items below. The following documents are attached to corresponding records of tasks, individual assets, and other application entities.
  • Invoices
  • Forms
  • Waybills
  • Contracts
  • Other
AMDBSelect to navigate to the following lists:
  • Assets
  • Stocks
  • Consumptions
PurchaseSelect to navigate to the following lists:
  • ITAM Demands
  • ITAM Demand Items
  • Nomenclature

The current documentation version provides detailed ITAM installation and deployment instructions as well as an in-depth operation description covering all application entities:

Application Deployment​

This section describes ITAM deployment and downloading demo data. It helps you not only to quickly install the application onto the platform, but also test its functionality with practical examples.

ITAM–ITSM Connector​

Once you have the ITSM application installed on your platform, you can configure it to communicate with the ITAM application. This allows you to link asset-related ITSM tickets and service requests with ITAM tasks. Then you are able to grant approvals for ITAM tasks in ITSM.

Role Model​

Learn more about the ITAM role model here. Take note of functionality provided by roles depending on the current task state.

Contracts and Documents​

This article offers information on generating asset contracts and contract documents, as well as the documentation required for task completion.

Purchase​

Learn about the functionality of the Purchase section in the agent interface where you can create and manage purchases, namely create and manage ITAM Demand and ITAM Demand Item records. From the ITAM Demand record form you can create Change of Stock and Allocation tasks. The section also contains the Nomenclature table that is a fundamental ITAM entity that allows you to systematize and maintain strict accountability of assets of all types, including their useful life. Learn how to work with nomenclature and configure such attributes as Spare parts kit, Consignment, and others, and how to register ITAM Demand records for the assets that do not have nomenclature in the system yet.

AMDB​

This section contains articles on such ITAM entities as Assets, Stocks, and Consignment consumptions. Study the articles to learn what information is stored in each table and how to manage assets in terms of consignment consumptions requested for upgrading and maintenance tasks.

Tasks​

Study this section to learn how to create and handle asset tasks, for example, inventory, maintenance, decommissioning and others. Most tasks require mandatory approval. Some tasks, for example, asset maintenance, are editable and can go through the approval process as many times as necessary. Besides, you can add approvers and attach relevant documents. You can give approval for some tasks in related ITSM tasks.