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10-12-2023 05:14 AM
Hello!
I've just set up a PDI because I wanted to see how some of the things related to asset management works OOB.
I noticed that there are two fields in the asset form that we don't have in our own environment.
The fields are "Asset function" and "Eligible for refresh". I have three questions that I can't find an answer to online.
- Are these fields part of the "base" ITAM? Or are they included in HAM or EAM?
- How are they meant to be used?
- How does "Eligible for refresh" differ from "Scheduled retirement?
Solved! Go to Solution.
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10-12-2023 05:19 AM
Hello @ErikJ1 ,
The "Asset function" and "Eligible for refresh" fields are part of the base ITAM (IT Asset Management) application in ServiceNow. Here's a brief description of each field and how they are meant to be used:
1. Asset Function: This field is used to indicate the primary function or purpose of an asset. It can be used to categorize assets based on their intended use, such as laptops for employees, servers for data storage, or printers for office use.
2. Eligible for Refresh: This field is used to track whether an asset is eligible for refresh or replacement. It can be used to identify assets that are outdated or nearing the end of their useful life and should be replaced with newer models.
"Eligible for refresh" differs from "Scheduled retirement" in that it indicates whether an asset is due for replacement based on its age or other factors, whereas "Scheduled retirement" refers to a planned retirement date that has been set by the organization. In other words, "Eligible for refresh" is a dynamic indicator of when an asset should be replaced, while "Scheduled retirement" is a static date that has been predetermined by the organization.
Thanks,
Amarjeet Pal
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10-12-2023 06:36 AM
1. In my PDI the list for "Asset function" includes the following: "Primary", Secondary" and "Shared". Which makes me believe it is meant to be used to indicate whether it is a personal asset or not. But that doesn't seem right based on your explanation. Do you know of any official documentation related to this?
2. "Eligible for refresh" is just a checkbox. I might be missing something, but I don't see how I could use that to tell which assets will be "true" at what future date. Let's say I base it on the age of the asset(created) with 36 months useful life on the model. How would you make a report that shows what assets will be eligible in the future grouped by month?
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10-12-2023 07:01 AM
For Asset function I can tell you more example , for one of our clients they had assets (Laptops , desktop) shared between receptionist and they wanted to keep a track of it , so asset functional field can be used in this scenario . If the asset is not shared then it will be primary asset.
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03-15-2024 06:23 AM
Looking into that topic, I noticed that the "Eligible for refresh" attribute is set by a scheduled job named "SAM - Calculate Asset Refresh Eligibility". The flag is set based on the "Useful life (months)" attribute value of a Hardware Model and its creation date.
This said I could not find any feature using "Eligible for refresh". You can setup a notification or other workflow based on that value (eligibility of a user for a new computer in a product catalog, virtual agent, ...).
Hope this helps./J.
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10-12-2023 05:31 AM
Thank you @Amarjeet Pal
I do have a follow-upquestion related to "Eligible for refresh".
From what I can find it seems that the functionality of "Eligible for refresh" is based on the creation date of the asset and the useful life of the model. Let's say that I wan't to see in a report what assets will be eligible for refresh next month or next year. Would that be possible since "Eligible for refresh" is not associated with a date-field?
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10-12-2023 07:08 AM - edited 10-12-2023 07:09 AM
@ErikJ1 I was expecting you would ask this question.
You are correct that the "Eligible for Refresh" field in IT Asset Management application is typically based on the creation date of the asset and the defined useful life of the model. However, it is possible to use this field in a report to identify assets that will be eligible for refresh at a specific point in time.
One way to do this would be to create a report that filters based on the "Eligible for Refresh" field and a date range. For example, you could create a report that shows all assets where "Eligible for Refresh" is set to "Yes" and where the expected refresh date falls within the next month or year. To do this, you would need to define your own criteria for what constitutes an "expected refresh date," based on your organization's policies around asset replacement.
Another option would be to create a custom field on the asset form that tracks an estimated or planned refresh date, which can then be used as a basis for reporting and analysis. This might be more flexible than using the "Eligible for Refresh" field alone, since it would allow you to factor in additional variables such as budget constraints or strategic priorities when planning asset replacements.
Thanks
Amarjeet Pal
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