General Tab
Hardware Asset Class: This allows you to track any type of hardware asset your department may have. This is one of the main forms in asset management. Just add the hardware asset type to the list value and you can now track that item. You can automatically import computers from configuration manager, printers from active
directory, network gear from operations manager, and import manually all the assets you have been tracking in excel spreadsheets and SharePoint lists. You can track the lifecycle of an asset from Ordered to Disposed.
Asset Name: (Unique Value) Enter the name of the hardware asset. If you initially import computers from SCCM, the computer name will be automatically entered for this value.
Hardware Asset ID: (Primary Key) In the AM settings you can choose this value. It is recommended to use the Serial Number. This allows you to enter assets before they are seen on the network, and sync up once discovered to associate the SCSM configuration item.
Primary User: If there is an “Associated Configuration Item” synched to this hardware asset, the Primary User data from SCCM may be displayed here based on the Asset Management settings.
Catalog Item: Associate a catalog item from the list, or create a new one.
Description: Standard text box that accepts the Enter key and auto grows as you type.
Manufacturer: (Text or List) In the AM settings, you can choose to use the list values instead. Default text value will be the SCCM provided manufacturer. If you choose to use lists, this will display the same drop-down values from the Catalog Item manufacturer. Then, if a Catalog Item is associated it can auto fill with its manufacturer list value.
Model: (Text or List) In the AM settings, you can choose to use the list values instead. Default text value will be the SCCM provided model. If you choose to use lists, this will display the same drop-down values from the Catalog Item model. Then, if a Catalog Item is associated it can auto fill with its model list value.
Serial Number: Enter a serial number. The requirement for serial number or asset can be removed in the AM settings.
If there is an associated configuration item, the SCCM provided serial number may be displayed.
Asset Tag: Enter an asset tag. The requirement for serial number or asset can be removed in the AM settings. If there is an associated configuration item, the SCCM provided asset tag may be displayed.
HW Asset Status: Customizable list value. Default values of Ordered, Received, In Stock, Deployed, Loaned, Retired, and Disposed. Choose the lifecycle status of the asset.
HW Asset Type: Customizable list value. Default value of Computer. List the different types of assets you wish to track.
Do not rename or delete the default value, as all computers imported from SCCM will be labeled as
“Computer”. This list value will be the same as the Catalog Item Type value on the Catalog Item form.
Location: Associate a location from the list, or create a new one.
Location Details: This is a textbox that is only located on the hardware asset form. This field can be used to add a more detailed level for the location that may not have been added into the location class.
Example: Cubical #231, Behind Sarah’s desk, Data Center Rack 3 Organization: Associate an organization from the list, or create a new one.
Associated Configuration Item: The configuration item from the out-of-the-box computers will be displayed here if the serial numbers match, or the computer has been brought into asset management from the hardware asset sync workflow.
General Tab
(Continued…)Contract: Associate a contract from the list, or create a new one.
Contract Status: Display field based on properties from the associated contract. (None, OK, Warning, Expired) Warranty\Lease Start Date: Display field based on properties from the associated warranty or lease.
Warranty\Lease End Date: Display field based on properties from the associated warranty or lease.
Use a Lease and not a Warranty: This checkbox will change the Browse button to show Leases, and change the Start and End Date label to Lease instead of Warranty.
Is a Master Contract: Display only. Checked if the selected Contract is a Master Contract.
Support Contract: Associate a contract from the list, or create a new one.
Contract Status: Display field based on properties from the associated contract. (None, OK, Warning, Expired) Contract Start Date: Display field based on properties from the associated contract.
Contract End Date: Display field based on properties from the associated contract.
Color Code for Contracts
The colored status bar will provide an easy to see view into the current Contract Status. You can open the Contract from the Relationship field displayed under these colored bars, and update any dates. If you do, you must delete the association to the contract, then reselect it to show the updated dates and colored status.
No Contract selected
Valid Contract
Warning Status
Expired Status
Finance Tab (
Hardware Asset)
Cost Center: Associate a cost center from the list, or create a new one.
Custodian: Assign the AD user you issued the hardware asset to. This person will be responsible for its return when the time comes. This is a static field. This field may be dynamic and receive information from SCCM based on the Asset Management settings.
Purchase Order: Associate a purchase order from the list, or create a new one.
Invoice: Associate an invoice from the list, or create a new one.
Expected Date: Choose the expected date for the hardware asset.
Received Date: Choose the date the assets were received. This date will control the start date for master contracts, and will be required to calculate the contracts end date.
Asset Cost: Enter the cost of the hardware asset. The dropdown selector allows the selection of the currency used. Do not enter a “$”.
Master Lease/Warranty Starts: This field can be used in a few ways.
1. This field can be used to set the start date of the master lease or warranty or you can use the received date to start the master lease or warranty, and leave this blank.
2. This field can also be used in case the warranty is renewed, and you do not want to change the received date. It will take precedence over the received date, and continue to count down the warranty date instead of the received date. This will allow you to keep the original received date, and, will only apply to this specific hardware asset.
Loaned Date: For loaner equipment, choose the date it was loaned out.
Loan Return Date: For loaner equipment, choose the date it was returned, or use this to track the expected date of return.
Disposal Date: Choose the date the equipment was disposed.
Disposal Reference: Enter the company or where the equipment was disposed.
Examples: Tech Recycling Company, Computer Hope Charity Assigned Date: Choose the date the asset was issued to the Custodian.
Expected End Date: Choose the date the asset should be replaced on.
Vendor Section: Associate a vendor to this hardware asset. Described in Common Tabs & Fields section above. May be automatically added if a Catalog Item has been associated and the proper settings were set in the
“Hardware Asset Catalog Item Workflow” of the AM Settings.
Related Assets Tab
(Hardware Asset)Hardware Assets belonging to this Hardware Asset: This allows you to associate other hardware assets to this one.
Hardware Assets this Hardware Asset belongs to: This allows you to add/view the hardware assets that this one has been associated to.
Related Configuration Item Software Assets: This allows you to view the software assets that are installed on this
computer. This will be automatically populated based on the software pattern of your Software Assets.