Finding Assets with Quick Find


Overview

Tasks

Included with

Tivoli Asset Management


Overview

About Quick Find

The Quick Find function enables you to search for one or more assets by specifying search criteria.

Asset-related tasks

When the desired asset record is found, you can do any of the following tasks:

Quick Find Assets dialog box

You can use the Quick Find Assets dialog box to search for assets, and to perform a variety of asset-related tasks. The dialog box features a number of query tools, which enable you to provide specific information about the asset or assets you want to find.

To access the Quick Find Assets dialog box, do one of the following:

  • If you are using the Asset Management User profile, from the Asset menu, choose Quick Find. Alternatively, you can choose the Quick Find Assets tool from the toolbar.
  • From the Help menu, choose Your System Profile and follow the instructions under Quick Find Assets.

Task

Finding an asset

In the Quick Find Assets dialog box, you search for a specific asset or multiple assets with common features. Tivoli Asset Management can find a subset of assets (based on your search criteria) or can display all assets. You then can select one of the displayed assets and edit it, view its information, and perform other tasks.

To find all assets:

  1. Open the Quick Find Assets dialog box.
  2. In the Asset Search group box, leave all the search boxes blank.
  3. Choose Find.
    Result: A Caution message appears, confirming that you want to see a list of all assets.
  4. Choose Yes.
    Result: All assets are displayed in the Assets list.
  5. In the Assets list, select an asset.
  6. Perform an asset-related task.

To find one or more assets based on search criteria:

  1. Open the Quick Find Assets dialog box.
  2. In the Asset Search group box, specify search criteria in one or more of the boxes, as follows:
    • Asset Tag. Type the asset tag of the asset you want to find. To search for a range of assets with similar asset tags, type the first few characters of the tag, followed by an asterisk (*).
    • Cost Center. Type the name of the cost center. If you do not know the cost center's name, choose the browse button to open the Organization window and select the appropriate organization.
      Note: The Organization field only appears if your TSD session is in secure mode.
    • Location. Type the location of the asset you want to find. If you don't know the asset's location, choose the browse button to open the Location window and select the appropriate location.
    • Category. Type the asset category of the asset you want to find. If you don't know the asset category, choose the browse button to open the Asset Categories window and select the appropriate category.
    • Model. Select a model from the Model drop-down list. You must specify an asset category before model information is available.
    • Alternate Tag. Type the alternate asset tag of the asset you want to find. To search for a range of assets with similar alternate tags, type the first few characters of the tag, followed by an asterisk (*).
    • Serial Number. Type the serial number of the asset you want to find. To search for a range of assets with similar serial numbers, type the first few characters of the number, followed by an asterisk (*).
    • Purchase ID. Type the purchase ID (usually the purchase order number) of the asset you want to find. To search for a range of assets with similar purchase IDs, type the first few characters of the ID, followed by an asterisk (*).
    • Service ID. Type the service ID (usually the service contract number) of the asset you want to find. To search for a range of assets with similar service IDs, type the first few characters of the ID, followed by an asterisk (*).
    • Person. Type the name of the person who is associated with the asset(s) you want to find. If you don't know the person's name, choose the browse button to open the People dialog box and select the appropriate person.
    • Connection. Type the asset's connection. If you do not know the connection's name, choose the browse button to open the Connection window and select the appropriate connection.
      Note: You can specify search criteria in any box. The more criteria you provide, the more exact your search results will be.
  3. Choose Find.
    Result: If any assets match your criteria, they are displayed in the Assets table.
    Note: To start your search over, choose Clear to clear out all the search criteria boxes.
  4. In the Assets table, select an asset.
  5. Perform an asset-related task.