Hardware Inventory issuance

SouravShil
Tera Contributor

I want to create one hardware inventory where I can update employee details to whom I will issue assets, when I received assets I can update it as store.

 

can you please suggest the entire process to make it, if you have any documentary it will very helpful.

2 ACCEPTED SOLUTIONS

Rahul Priyadars
Giga Sage
Giga Sage

Se if this Helps you for User Assignment to a Hardware

 

RahulPriyadars_0-1686981310442.png

And Detailed Process Steps for Install, Move, Add or Change Asset

 

ID

Tasks

Procedure

Primary Role

Input

Output

 

 

Link from Receive, Store and Transfer Assets (HAM 4.0) process to validate assets prior to deployment.

 

·         Shipped Assets

·         Asset Available for Deployment

 

HAM5.1

Validate Asset for Deployment

For assets shipped from a stockroom, review associated request and/or Transfer Order and validate that the correct asset has been shipped. Engage with the initiating Stockroom Manager to resolve any issues if there is a mismatch between the assets referenced in the Transfer Order and the physical assets received for installation.

 

For assets collected by the Fulfiller from a stockroom, ensure that the correct items are picked-up.

 

Fulfiller

·         Transfer Order

·         Shipped Assets

·         Change Record

·         Catalogue Request

 

·         Transfer Order [Complete]

 

HAM5.2

Configure and Deploy Hardware and Consumable Assets

When appropriate, build and configure asset in readiness for deployment.

 

Following configuration, deploy asset into a production environment.

 

Establish required Asset/CI record updates. For data center assets, this will include details of the rack location of the CI and position of where a server is installed within the rack. For other assets, ensure all other asset data attributes that require tracking through the asset lifecycle are created (e.g., Assigned To and Location values).

 

Associate consumable items to the device consuming the item.

 

Identify maintenance contracts that require linking with the asset record associated with the newly installed asset.

 

Note: Detailed build/ configure/ installation procedures are documented in the Change or Service Request

Fulfiller

·         CI Record

·         Asset Record

 

·         Deployed Asset

·         Asset Record Updates

·         Contract Record Updates

 

 

Link to Modify Contract Record (COM3.0) process to add installed assets to a maintenance contract.

 

 

Contract Record Updates

 

 

Link to Track Hardware Asset TCO (HAM11.0) process to allocate the cost of a used consumable to the hardware asset record

Automated

 

Used Consumable Information

 

 

Link from Incident Management operational process because a defective CI requires replacing

 

Incident Record

 

HAM 5.3

Replace Asset

Swap defective asset with a replacement product.

 

Obtain information associated with replacement asset. Establish if an existing asset record requires updating (i.e., the replacement asset was available in stock) or if a new asset record is required. A new asset record is usually required when a 3rd party is responsible for the hardware maintenance contract and is responsible for holding stock for break/fix activities.

 

Determine required updates to the status of the asset record associated with the replaced asset.

 

Note : Detailed procedures associated with break/fix activities are documented in the Incident Record

Fulfiller

·         Incident Record

·         CI Record

·         Asset Record

·         CI Record Updates

·         Asset Record Updates

 

 

Link from Change Management operational process to perform an approved Move, Add or Change to an existing CI

 

Change Request

 

 

 

Link from Request Fulfillment operational process to perform an approved Move, Add or Change to an existing asset

 

Service Request

 

HAM 5.4

Move/Add/ Change Asset

Perform requested Move/Add/Change.

Establish required Asset/CI record updates.

Note: Detailed procedures are documented in the Change or Service Request

Fulfiller

·         Service Request

·         Change Request

·         Asset/CI Record

Asset/CI Record Updates

HAM 5.5

Update Asset Record

Based on the Install, Move, Add, Change and Replace Asset action, modify the asset or CI record (e.g., Operational Status, Installation Date, Assigned To, New User, Location, etc.)

 

Asset/CI Record Updates

·         CI Record [Updated]

·         Asset Record [Updated]

HAM 5.6

Create/Update Record for Replacement Asset

In situations where a defective asset is replaced, create/update asset record.

Identify maintenance contract that requires updating to include the new asset and remove the defective asset.

Engage with Software Asset Manager to ensure that device-related software entitlement allocations are moved from the replaced asset to the new asset.

Asset Analyst

Asset Record Updates

·         CI Record [Updated]

·         Asset Record [Updated]

·         Contract Record Updates

·         Allocation Information

 

 

Link to Maintain Software Entitlement Allocations (SAM 5.0) process to create/remove device allocations following hardware swap-out

 

 

Allocation Information

 

 

Link to Modify Contract Record (COM3.0) process add new asset to a contract and remove replaced assets from a maintenance contract

 

 

Contract Record Updates

 

Regards

RP

View solution in original post

Amit Gujarathi
Giga Sage
Giga Sage

Hi @SouravShil ,
I trust you are doing great

To create a hardware inventory in ServiceNow and manage employee details and asset issuance, you can follow these steps:

  1. Create a new table: First, create a new table in ServiceNow to store the hardware inventory information. You can name it "Hardware Inventory" or any other suitable name.

  2. Define table fields: Define the necessary fields in the table to capture relevant information. For example, you may include fields like "Asset Name," "Serial Number," "Employee Name," "Issued Date," "Received Date," and any other details you require. Make sure to set appropriate field types, such as text, date/time, or reference fields.

  3. Configure access controls: Set up access controls to ensure only authorized personnel can view and modify the hardware inventory records. This step helps maintain data security and privacy.

  4. Create forms: Create user-friendly forms to capture and display the hardware inventory data. You can use ServiceNow's form designer to create the necessary input fields and arrange them in a logical order.

  5. Build workflows: Define workflows to automate the process of updating employee details and transitioning assets between different states (e.g., "Issued" or "Stored"). Workflows help streamline the asset management process and ensure consistent data entry.

  6. Create reports and dashboards: Utilize ServiceNow's reporting and dashboard features to generate meaningful insights and visualize the hardware inventory data. You can create reports on issued assets, received assets, or any other relevant metrics. Dashboards provide a consolidated view of the inventory status for easy monitoring.

  7. Documentation: Document the entire process, including the table structure, field definitions, workflows, and any customizations made. This documentation serves as a reference for future maintenance, upgrades, and training purposes.


Was this answer helpful?


Please consider marking it correct or helpful.


Your feedback helps us improve!


Thank you!


Regards,


Amit Gujrathi



View solution in original post

2 REPLIES 2

Rahul Priyadars
Giga Sage
Giga Sage

Se if this Helps you for User Assignment to a Hardware

 

RahulPriyadars_0-1686981310442.png

And Detailed Process Steps for Install, Move, Add or Change Asset

 

ID

Tasks

Procedure

Primary Role

Input

Output

 

 

Link from Receive, Store and Transfer Assets (HAM 4.0) process to validate assets prior to deployment.

 

·         Shipped Assets

·         Asset Available for Deployment

 

HAM5.1

Validate Asset for Deployment

For assets shipped from a stockroom, review associated request and/or Transfer Order and validate that the correct asset has been shipped. Engage with the initiating Stockroom Manager to resolve any issues if there is a mismatch between the assets referenced in the Transfer Order and the physical assets received for installation.

 

For assets collected by the Fulfiller from a stockroom, ensure that the correct items are picked-up.

 

Fulfiller

·         Transfer Order

·         Shipped Assets

·         Change Record

·         Catalogue Request

 

·         Transfer Order [Complete]

 

HAM5.2

Configure and Deploy Hardware and Consumable Assets

When appropriate, build and configure asset in readiness for deployment.

 

Following configuration, deploy asset into a production environment.

 

Establish required Asset/CI record updates. For data center assets, this will include details of the rack location of the CI and position of where a server is installed within the rack. For other assets, ensure all other asset data attributes that require tracking through the asset lifecycle are created (e.g., Assigned To and Location values).

 

Associate consumable items to the device consuming the item.

 

Identify maintenance contracts that require linking with the asset record associated with the newly installed asset.

 

Note: Detailed build/ configure/ installation procedures are documented in the Change or Service Request

Fulfiller

·         CI Record

·         Asset Record

 

·         Deployed Asset

·         Asset Record Updates

·         Contract Record Updates

 

 

Link to Modify Contract Record (COM3.0) process to add installed assets to a maintenance contract.

 

 

Contract Record Updates

 

 

Link to Track Hardware Asset TCO (HAM11.0) process to allocate the cost of a used consumable to the hardware asset record

Automated

 

Used Consumable Information

 

 

Link from Incident Management operational process because a defective CI requires replacing

 

Incident Record

 

HAM 5.3

Replace Asset

Swap defective asset with a replacement product.

 

Obtain information associated with replacement asset. Establish if an existing asset record requires updating (i.e., the replacement asset was available in stock) or if a new asset record is required. A new asset record is usually required when a 3rd party is responsible for the hardware maintenance contract and is responsible for holding stock for break/fix activities.

 

Determine required updates to the status of the asset record associated with the replaced asset.

 

Note : Detailed procedures associated with break/fix activities are documented in the Incident Record

Fulfiller

·         Incident Record

·         CI Record

·         Asset Record

·         CI Record Updates

·         Asset Record Updates

 

 

Link from Change Management operational process to perform an approved Move, Add or Change to an existing CI

 

Change Request

 

 

 

Link from Request Fulfillment operational process to perform an approved Move, Add or Change to an existing asset

 

Service Request

 

HAM 5.4

Move/Add/ Change Asset

Perform requested Move/Add/Change.

Establish required Asset/CI record updates.

Note: Detailed procedures are documented in the Change or Service Request

Fulfiller

·         Service Request

·         Change Request

·         Asset/CI Record

Asset/CI Record Updates

HAM 5.5

Update Asset Record

Based on the Install, Move, Add, Change and Replace Asset action, modify the asset or CI record (e.g., Operational Status, Installation Date, Assigned To, New User, Location, etc.)

 

Asset/CI Record Updates

·         CI Record [Updated]

·         Asset Record [Updated]

HAM 5.6

Create/Update Record for Replacement Asset

In situations where a defective asset is replaced, create/update asset record.

Identify maintenance contract that requires updating to include the new asset and remove the defective asset.

Engage with Software Asset Manager to ensure that device-related software entitlement allocations are moved from the replaced asset to the new asset.

Asset Analyst

Asset Record Updates

·         CI Record [Updated]

·         Asset Record [Updated]

·         Contract Record Updates

·         Allocation Information

 

 

Link to Maintain Software Entitlement Allocations (SAM 5.0) process to create/remove device allocations following hardware swap-out

 

 

Allocation Information

 

 

Link to Modify Contract Record (COM3.0) process add new asset to a contract and remove replaced assets from a maintenance contract

 

 

Contract Record Updates

 

Regards

RP

Amit Gujarathi
Giga Sage
Giga Sage

Hi @SouravShil ,
I trust you are doing great

To create a hardware inventory in ServiceNow and manage employee details and asset issuance, you can follow these steps:

  1. Create a new table: First, create a new table in ServiceNow to store the hardware inventory information. You can name it "Hardware Inventory" or any other suitable name.

  2. Define table fields: Define the necessary fields in the table to capture relevant information. For example, you may include fields like "Asset Name," "Serial Number," "Employee Name," "Issued Date," "Received Date," and any other details you require. Make sure to set appropriate field types, such as text, date/time, or reference fields.

  3. Configure access controls: Set up access controls to ensure only authorized personnel can view and modify the hardware inventory records. This step helps maintain data security and privacy.

  4. Create forms: Create user-friendly forms to capture and display the hardware inventory data. You can use ServiceNow's form designer to create the necessary input fields and arrange them in a logical order.

  5. Build workflows: Define workflows to automate the process of updating employee details and transitioning assets between different states (e.g., "Issued" or "Stored"). Workflows help streamline the asset management process and ensure consistent data entry.

  6. Create reports and dashboards: Utilize ServiceNow's reporting and dashboard features to generate meaningful insights and visualize the hardware inventory data. You can create reports on issued assets, received assets, or any other relevant metrics. Dashboards provide a consolidated view of the inventory status for easy monitoring.

  7. Documentation: Document the entire process, including the table structure, field definitions, workflows, and any customizations made. This documentation serves as a reference for future maintenance, upgrades, and training purposes.


Was this answer helpful?


Please consider marking it correct or helpful.


Your feedback helps us improve!


Thank you!


Regards,


Amit Gujrathi