Maintaining Assets in Hierarchies


Overview

Tasks

Included with

Tivoli Asset Management

Overview

Asset maintenance in hierarchies

In some hierarchy windows, you can maintain the assets associated with items in the hierarchy.

Standard hierarchy maintenance

You may also need to change a hierarchy to reflect changes that occur within your company. Standard maintenance functions are described in Maintaining Hierarchies.

Tasks

Transferring assets within a hierarchy

You can transfer assets from one node to another in the Location or Organization hierarchy.

You cannot transfer assets between items in the Category hierarchy. For example, it would not make sense to move an asset from the Laser Printer category to the Workstation category because doing so would invalidate attribute values. Attributes are usually category-specific. For example, attributes could be pages per minute for a printer category and processor speed for a workstation.

To transfer assets that are associated with a selected node:

  1. In a hierarchy window, select the node from which you want to transfer assets.
  2. From the Asset menu, choose Transfer.
  3. In the Transfer dialog box, under To, do one of the following:
    • To transfer an asset from one organization to another, in the Cost Center box, specify an organization.
    • To transfer an asset from one location to another, in the Location box, specify a location.
    • Tip: To specify an organization or location, type part of the name and choose Browse. In the Organizations dialog box or the Locations dialog box, select the appropriate item from the hierarchy and choose Select.

  4. In the Transfer dialog box, choose Find.
    Result: All the Assets belonging to the selected location or cost center appear in the lists under From and To.
  5. Do one of the following:
    • To transfer all assets, choose >>All.
      Result: All assets are moved to the table under To.
    • To transfer one asset, in the table under From, select an asset and choose >>.
      Result: The selected asset to moved to the table under To.
  6. Choose OK.
Displaying a list of assets You can create a list of assets that are associated with a node in the Organization, Location, Category, or Connection hierarchy.

To list assets associated with a selected node:

  1. In a hierarchy window, select a node.
  2. From the Asset menu, choose List.
    Result: The Quick Find Assets dialog box appears with the selected node in the Location box.
  3. Choose Find.
    Result: All assets that match your selection criteria appear in the Assets list in the Quick Find Assets dialog box.
Recording an audit You can perform an audit by location, connection, organization, or asset category. Choose the hierarchy window that is best suited to your situation. For example, if it is easier to audit assets by location, start from the Locations window.

You assign an audit status to each asset assigned to the item. The five audit statuses are:

  • Unaudited is for assets whose audit status has not yet been determined.
  • Audited is for assets that you have located or accounted for.
  • Missing is for assets you are unable to find but do not intend to write it off as lost.
  • Lost is for assets you are unable to find and intend to write it off as lost.
  • Disposed is for assets that have been retired from use and are no longer being tracked by Tivoli Asset Management.

To record an audit:

  1. In a hierarchy window, select a node.
  2. From the Asset menu, choose Audit.
    Result: The Audit dialog box appears.
  3. Choose All Unaudited.
    Result: All assets move to the Unaudited list.
  4. From the Unaudited list, select an asset.
  5. Choose the appropriate button to move the asset tag to the corresponding list.
    Result: The selected asset tag transfers to the corresponding list.
Calculating asset value You can summarize depreciated value by location, cost center (organization), or asset category.

To summarize depreciated value:

  1. In a hierarchy window, select a node.
  2. From the Asset menu, choose Valuation.
    Result: The Asset Valuation dialog box appears.
  3. Under Valuation Criteria, specify selection criteria for the assets.
  4. Under Valuation Type, choose the type of valuation you want to view.
  5. Under View Type, choose one of the following:
    • Itemized shows the value for each asset associated with the node
    • Summary shows the value for all assets associated with the node
  6. Choose OK.
    Result: The valuation calculations appear in the table.