Working with Events


Overview

Tasks

Included with

Tivoli Asset Management


Overview

About events

Tivoli Asset Management uses events to track the history of an asset. In the Add Asset dialog box and the Edit Asset dialog box, you can specify both planned events and completed events for an asset. A planned event is an event that has been scheduled, but not yet marked as complete.

Events are also created automatically to help you track an asset's history. These events track changes to an asset's category, organization, location, or connection, or when an asset is updated upon completion of a change in Tivoli Change Management.

Note: Your system administrator must define the types of events that your company wants to track.

Add Event dialog box

You can associate events with an asset when you add the asset to the database, or after the asset has been created. You use the Add Event dialog box to create any new event, whether the event is a planned event or a completed event. You can associate any number of planned or completed events with an asset.

To access the Add Event dialog box:

  • In the Add Asset dialog box, choose the Events tab, then choose Add from either the Planned Events group box or the Completed Events group box.
  • In the Edit Asset dialog box, choose the Events tab, then choose Add from either the Planned Events group box or the Completed Events group box.

Edit Event dialog box

You can edit the information for any planned event before it is marked as completed. (You cannot make changes to completed events.) The Edit Event dialog box provides the same tools found in the Add Event dialog box.

To access the Edit Event dialog box:

  • In the Add Asset dialog box, choose the Events tab, select an event in the Planned Events group box, then choose Edit.
  • In the Edit Asset dialog box, choose the Events tab, select an event in the Planned Events group box, then choose Edit.

Tasks

Adding a planned event

To add a planned event:
  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Planned Events group box, choose Add.
    Result: The Add Event dialog box opens.
  4. In the Asset tag box, do one of the following:
    • If you know the asset tag, type it in the box.
    • If you do not know the asset tag, choose the browse button to open the Quick Find Assets dialog box, then use the dialog box' tools to find and select the desired asset.
  5. Set the event's date and time, by doing one of the following:
    • If the event is taking place now, make sure that the Now check box is selected. Do not change the values in the Date and Time boxes.
    • If the event is taking place at a later time, clear the Now check box and type the appropriate date and time in the Date and time boxes.
  6. From the Event drop-down list, select an event type.
  7. In the Technician box, type the name of the technician who will oversee the event.
  8. In the cost box, type the estimated or actual cost of the event.
    Note: Do not type a currency symbol.
  9. In the Currency box, select a currency code. (For more information, see Currency Codes Used by Tivoli Asset Management.)
  10. From the Contract list, select a contract (if the event is associated with a contract).
    Note: If the Contract list is empty and the event must be associated with a contract, then you must associate the asset with a contract. For more information, see Specifying a Contract (when adding an asset) or Specifying a Contract (when editing an asset).
  11. In the Notes box, type a note to describe the event.
  12. Choose OK.
    Result: The Add Asset or Edit Asset dialog box appears, with the new event added to the Planned Events table.

Editing a planned event

You can edit only planned events. Information about completed events cannot be changed.

To edit a planned event:

  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Planned Events group box, select an event and choose Edit.
    Result: The Edit Event dialog box opens.
  4. Note that the Asset tag box is unavailable. You cannot edit the asset tag.
  5. Set the event's date and time, by doing one of the following:
    • If the event is taking place now, make sure that the Now check box is selected. Do not change the values in the Date and Time boxes.
    • If the event is taking place at a later time, clear the Now check box and type the appropriate date and time in the Date and time boxes.
  6. From the Event drop-down list, select an event type.
  7. In the Technician box, type the name of the technician who will oversee the event.
  8. In the cost box, type the estimated or actual cost of the event.
    Note: Do not type a currency symbol.
  9. In the Currency box, select a currency code. (For more information, see Currency Codes Used by Tivoli Asset Management.)
  10. From the Contract list, select a contract (if the event is associated with a contract).
    Note: If the Contract list is empty and the event must be associated with a contract, then you must associate the asset with a contract. For more information, see Specifying a Contract (when adding an asset) or Specifying a Contract (when editing an asset).
  11. In the Notes box, type a note to describe the event.
  12. Choose OK.
    Result: The Add Asset or Edit Asset dialog box appears. The edited information appears in the Planned Events table.

Viewing a planned event

To view a planned event:
  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Planned Events group box, select an event and choose View.
    Result: The View Event dialog box opens.
  4. View the event's information. You cannot make any changes to the information in the View Event dialog box.
  5. Choose Close.
    Result: The Add Asset or Edit Asset dialog box appears.

Marking a planned event as completed

To mark a planned event as completed:
  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Planned Events group box, select an event and choose Mark Complete.
    Result: A Caution message box appears, asking if you want to set the completion date and time to now.
  4. Do one of the following:
    • If you want to set the completion date and time to now, choose Yes.
      Result: The event is moved to the Completed Events table, and the completion date and time are set to the current date and time.
    • If you want to specify a different completion date and time, choose No.
      Result: The Add Event dialog box appears, so you can specify a different date and time other than the current date and time (notice the Now check box is not enabled). For more information, see Adding a Completed Event.

Deleting a planned event

You can delete any planned event before it is completed. You cannot delete a completed event.

To delete a planned event:

  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Planned Events group box, select an event and choose Delete.
    Result: The event is deleted from the Planned Events table, without confirmation.

Adding a completed event

To add a completed event:
  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Completed Events group box, choose Add.
    Result: The Add Event dialog box opens.
  4. In the Asset tag box, do one of the following:
    • If you know the asset tag, type it in the box.
    • If you do not know the asset tag, choose the browse button to open the Quick Find Assets dialog box, then use the dialog box' tools to find and select the desired asset.
  5. Set the event's date and time, by doing one of the following:
    • If the event is taking place now, make sure that the Now check box is selected. Do not change the values in the Date and Time boxes.
    • If the event is taking place at a later time, clear the Now check box and type the appropriate date and time in the Date and time boxes.
  6. From the Event drop-down list, select an event type.
  7. In the Technician box, type the name of the technician who will oversee the event.
  8. In the cost box, type the estimated or actual cost of the event.
    Note: Do not type a currency symbol.
  9. In the Currency box, select a currency code. (For more information, see Currency Codes Used by Tivoli Asset Management.)
  10. From the Contract list, select a contract (if the event is associated with a contract).
    Note: If the Contract list is empty and the event must be associated with a contract, then you must associate the asset with a contract. For more information, see Specifying a Contract (when adding an asset) or Specifying a Contract (when editing an asset).
  11. In the Notes box, type a note to describe the event.
  12. Choose OK.
    Result: The Add Asset or Edit Asset dialog box appears, with the new event added to the Completed Events table.

Viewing a completed event

To view a completed event:
  1. Do one of the following:
  2. Choose the Events tab.
  3. In the Completed Events group box, select an event and choose View.
    Result: The View Event dialog box opens.
  4. View the event's information. You cannot make any changes to the information in the View Event dialog box.
  5. Choose Close.
    Result: The Add Asset or Edit Asset dialog box appears.