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Overview

  • List of features and technologies used the project

  • Summary of all web pages in CALMS and their functionalities

Content

Planning

  • How to find assets

  • Filtering by departments

  • Acquired Year

  • Exporting results

Acquisition

  • Statuses used for this phase (To be purchased, Received)

  • Remove references to Admin Coordinator

  • How to replicate assets using copy function

  • How to use Bulk Edit

Operations

  • Deploying Assets

  • important fields to set (location, user, asset information such as serial number)

  • Statuses used: Will be deployed and after deploying it has to be set to "Deployed"

  • Deploying Loaners/Spares (using the iPad for signature)

  • Recovering assets (To be returned) - usually used during Rollover process to identify equipment that a user needs to return, the status can later be set to "Asset on loan" to remind the user that the equipment needs to be returned.

  • Assets on loan (setting due dates and notifications)

  • Take Home (no longer allowed)

Spare Assets

  • Difference between Spare/Hot Spare

  • Check with Scott for difference between Spare/Hot Spare on Windows

  • For Macs they are only added now as Spare since they are not joined to Nexus

Asset Surplus

Additional Helpful Information

  • Recovery keys

  • Printing labels

  • Recently deleted

User Directory

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Asset process after received

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Acquisition

Operations

Renewal

Disposal

Additional Helpful Information