Self Service Assets
by Andrew Stevens
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Overview 

The Self Service portal provides the option to allow your Callers to view your organization's Assets.

An Asset refers to any type of item stored in the Asset Manager. Assets can be servers, laptops, mobile phones etc, however, they can also be Contracts, Licenses, SLAs, Invoices etc. Enabling this area could provide the user with many hours work creating and maintaining this area, however, Asset Discovery tools and the Asset upload tool are both beneficial.

For example, in a facilities management environment you may want to record information about the buildings you are responsible for maintaining. You could also store information about the products you manufacture or supply to external customers.

Using the Custom Report Builder, Assets can be reported on by Asset Type, each asset type can contain different custom fields which can be reported on individually.

 

Guidance

Navigate to the Admin Area > Self Service > Select the Portal (if you have more than one) > Assets

 

 

Assets in the Self Service Area

View

Tick the box to enable Asset View in the Self Service Portal

Display Asset Reference

Tick the box to enable the Asset Name to be displayed

Display Serial Number

Tick the box to enable the Serial Number to be displayed

Show Attachment CategoriesTick the box if you are Categorising the Attachments on your Assets and want these to be visible in the Self Service Portal
Enable SearchingTick the box to allow the portal callers to Search for Assets

 

Reviewed: 30 March 2023