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Version: 1.3.1

Asset Relocation

Use this task to track relocation of the assets that are in use and that have the attribute Permanent location selected on their form. For example, it can be a printer. The predefined filters help users to easily manage the task.

tip

Roles required:

  • To read – itam_agent.
  • To create – itam_operation_specialist, itam_process_manager.
  • To update – itam_operation_specialist, itam_process_manager.
    Only users with the itam_operation_specialist role can be assigned to the task.

Task control​

UI actionDescription
Start workThe button is available only to the user assigned to the task or members of the assigned group. Click the button to start work on the task. Its state changes to In progress, and the name of the current user is added into the Assigned user field, if it was not specified before.
Send for approvalClick to send the task for approval. The users responsible for the assets in the task and the ones specified in the Add approvers modal window, will receive approval tickets for the task. The task state changes to Pending approval and all fields except Priority and Assignment group are read-only.
Cancel taskFind the button in the burger menu . Click it to cancel the task. The task state changes to Completed with the Canceled closure code. All the assets added to task will be removed and their stage and state restored. The consignment consumptions will be canceled.
Add assetsClick to add assets to the task. Only the assets with the Permanent location attribute selected are available for this task type.
Remove selected assetsClick to remove the selected assets from the task. The button is located above the related list area.
Add approversClick to add more approvers to the task. The button appears in the Approval task state. The list of additional approvers is valid for one approving session only. When you need to process an approval more than once, you may need to re-add the additional approvers or you can run the approval session only with the approvers set by default.
CompleteThe button is available only for the assigned user and a user with the itam_process_manager role. Click the button to open the Complete task modal window. After the asset relocation documents are added, click Complete in the modal window. The task state changes to Completed with the Relocated closure code.

Relocation Task form fields

FieldMandatoryDescription
SubjectNThe field contains Relocation. You can edit it.
New locationYSpecify a new permanent location for the selected assets. The filter excludes the current location of the assets.
ReasonYSpecify the reason of the asset relocation. Available options:
  • New office
  • Other – when selected, the Work notes field is mandatory.
DescriptionNAdd the task description that will be available for all users.
PriorityNSpecify the task priority.The default value is Moderate. Available options:
  • Low
  • Moderate
  • High
  • Critical
Relocation documentsYAdd all related documents for each asset. You can select a document of type Other. This field is mandatory for completing the task.
Assigned userYSpecify the user assigned to the task.
Assignment groupNSpecify the group responsible for the task.
Work notesY/NAdd comments to the task. The field is mandatory if Reason is Other.

Related Lists

Assets – the list of assets added to the task. To remove the assets, select them and click Remove the selected assets above the related lists area. To add more assets to the task, click Add assets on the top right of the form.

Approvals – the list contains the approval records created for the task. You can see the task approvers and the approval states there.

Create a task​

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You can relocate the assets with the following attributes:

  • Stage – In operation.
  • State – In use.
  • The Permanent location checkbox is selected.

  1. Create a task using one of the following locations:

    LocationSteps
    The Relocation Task (itam_asset_relocation) table
    1. Navigate to ITAM → Tasks → Asset Relocation.
    2. Click New.
    3. Fill in the fields of the new task form and Save it.
    The Assets (itam_assets) table
    1. Navigate to ITAM → AMDB → Assets.
    2. (optional) Select the necessary assets, or you can do it later when the task is created.
    3. Click Create task.
    4. In the modal window that opens, select Change of responsible and click Create task.
    The Asset form
    1. Open the record of an asset that needs to be relocated.
    2. Click Create task.
    3. In the modal window that opens, select Relocation and click Create task.

  2. Fill in the fields and click Save.

  3. Click Add assets.

  4. Select the assets that you need to relocate and click Add selected. The assets will be displayed in the Assets related list.

  5. Click Send for approval, the task state changes to Pending approval. When all approvers confirm the task, its state changes to Approved so that you can continue your work. If the approvers reject the relocation task, its state changes to Registered. In this case, you can cancel the task or edit it and repeat the steps 2-5.

  6. Click Start work and attach the related documents to the Relocation documents field.

  7. Click Complete. The task will be completed with the Relocated closure code.