Asset Manager Essentials
User with the Storage Manager role (as well as the Asset Administrator and Asset Manager roles) can use the Disposals workspace to manage the disposal of assets at the end of their life.
This workspace shows a list of all disposals in the system, and provides a number of saved searches to narrow the list. Note that a single disposal record can include one or more assets for disposal.
To create an asset disposal record:
1.In the Disposals workspace, click New.
The disposal record page appears.
2.Select the Vendor that is handling the disposal, and the Record Name. The name of the disposal record can be a summary description or a reference number, for example.
3.Select the Status of this disposal from the drop-down list. Note that you'll probably want a status of Draft for now. Only after ordering the disposal from the vendor should you set the status to Ordered.
If appropriate, enter the Disposal Date and Disposal Certificate then click Save.
4.On the Assets tab, click Link.
A dialog appears listing assets that are available for disposal. Assets already in the process of being disposed of do not appear in the list.
5.Select the assets for disposal, then click Select to add them to the Assets tab.
A Disposal tab is also added to the associated asset records, enabling you to track the disposal in the Hardware Assets workspace.
You can set the Status to Cancelled to cancel the disposal.
Now that you've created the asset disposal record, you can return to the Assets tab and link and unlink further assets as required. The next stage is to progress the disposal.
First you need to transfer the assets to temporary storage while they're being processed. At this point, the assets can no longer be assigned to users or transferred around your organization. From temporary storage, you can prepare the assets for disposal; for example, you could reclaim software and perform any security requirements that you have.
To progress the asset disposal:
1.On the Assets tab of the disposal, select the assets you're disposing and click Assign Temporary Storage.
2.Select the Location and Storage Space where the assets will be moved for processing, then click OK.
The status of the linked assets changes to Awaiting Disposal, and they can no longer be assigned to users or transferred around your organization. Now you can prepare each asset for disposal if required.
3.Select the assets that you're processing on the Assets tab of the disposal, then click Set Disposal State.
4.Set the Disposal State, then click OK.
The Disposal State updates in the list. You can also change the Disposal State on the Disposal tab on the asset record page. Use this status to monitor your internal disposal processes before the asset is removed for final disposal.
5.When the assets have been successfully disposed, update the Disposal Date and enter the Disposal Certificate reference. Click Dispose on the Assets tab, and set the Status to Complete.
The status of the assets changes to Disposed.
6.Complete the associated tabs as needed:
•Journal – Add any relevant notes to this record.
•Attachments – Attach any documentation such as WEEE certificates, or add a URL link to a relevant website. URLs must include the https:// prefix.
•Audit History – Automatically tracks any changes made to key attributes of this record.
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