OT Asset Workspace

The OT Asset Workspace is the intuitive and streamlined user interface of the OT Asset Management application to manage your Operational Technology (OT) and Operational Equipment (OE) assets.

OT Asset Workspace overview

The OT Asset Workspace is a unified medium with multiple views that help you manage your OT and OE assets efficiently. The views provide you with visibility into all the important aspects of your assets, such as dashboards on Asset count by model, lifecycle state, model category, and overall performance of assets.

OT Asset Workspace roles

Role title	Contains roles	Description
OT asset manager [sn_otam.ot_asset_manager]	model_manager model_admin	This role has full access to the OT Asset Workspace. Note: Given that this role is part of the Enterprise Admin (sn_eam.enterprise_admin) role, the Enterprise Admin role also has complete access to the OT workspace.
OT technician sn_otam.ot_asset_technician	sn_eam.asset_technician sn_eam.enterprise_mobile_user canvas_user	This role is for users who perform tasks and update OT hardware asset records as part of the OT hardware asset lifecycle.

OT Asset Workspace views

Efficiently manage your assets by utilizing the different views available in the OT Asset Workspace.

The following table mentions all the views that the OT Asset Workspace consists of, a brief description of each view, and the tabs or lists that are present in each view:

Name of the view	Description of the view	Tabs/lists in the view
OT asset overview	View important actions and quick links to active tasks.	No tabs in this view.
Asset analytics	Manage resources efficiently by tracking the Total Cost of Ownership (TCO) of assets.	Overview, Asset TCO, Asset performance, and Data visualizations.
Inventory	View details of the entire asset inventory and stockrooms that enable you to perform inventory tasks.	Overview, All stockrooms,Stock rules, Transfer orders, Asset audits,Loaner asset orders, RMA orders, RMA line orders, Repair orders, Recall orders, Reclamation requests, Resale orders, and Disposal orders.
OT asset estate	View the asset functions and maintain accurate hardware and consumable records.	Overview, All assets, All enterprise, Industrial, Hardware, Consumables, and Pallets.
OT model management	View details of different types of OT models that are being managed.	Overview, All models, All enterprise, Industrial, Hardware, Firmware,Firmware discovered, and Pallet.
Procurement	View and manage details of all ongoing procurement activities.	Overview, Requests, Request items, Purchase orders, Receiving slips, Advance shipment, and Catalog tasks.
Contract and lease management	View and manage all asset contracts.	Overview, All contracts, Lease contracts, Leased assets, Lease-end assets, Renewals, Renewal lines, My contracts, My contract tasks, My contract approvals, and Terms and conditions.
Asset operations	View asset operations related to shipment, onboarding, move orders, and calculated model lifecycle.	Shipment, Onboarding, Moves, and Calculated model lifecycle.
Work management	Create and manage maintenance plans, work orders, and work order tasks.	Overview, Calibrations, My work, Maintenance plans, Work orders, Work order tasks, Asset tasks, Work order templates, Checklist templates, My stockroom assets, and My asset pickup tasks.
OT model normalization	View information related to normalization of models.	Overview, Custom OT model types, Custom OT product models, Custom OT model libraries, Custom firmware UNSPSC, Custom firmware products, Custom firmware versions, and Custom firmware CPE Note: The Custom firmware UNSPSC, Custom firmware products, Custom firmware versions, and Custom firmware CPE tabs are available only in the OT Asset Workspace. For more information on these tabs, refer to the following topics: Create a custom United Nations Standard Products and Services Code (UNSPSC) classification for firmware in your operational technology (OT) assets Create a custom firmware product for your operational technology (OT) assets Create a custom firmware version for your operational technology (OT) assets Create a custom Common Platform Enumeration (CPE) mapping for firmware in your operational technology (OT) assets
Admin center	Perform configuration and administrative tasks related to TCO configuration.	Model and asset tabs, Model categories, Model classifications, Stockroom types, Bulk import, Roles-to-class access, Workflow assignments, Calibration configuration, TCO configuration, Risk configuration, Other configuration, Shipping, Asset knowledge base, and Normalization opt-in. As an OT asset manager and OT asset technician, you can only make changes to the Task rate card and Labor rate card options under the TCO Configuration list.

Hardware models and OT hardware assets in OT Asset Workspace

OT managers can create hardware models and OT hardware assets in the OT Asset Workspace. The Hardware tab in the OT model management and OT asset estate views lists the hardware models and OT hardware assets for all categories.

You can publish hardware models, more than once, to the enterprise catalog using the Publish button in the OT model management view. The Publish button appears only if there isn't already an active enterprise catalog item for that specific hardware model.

Note:

Only the OT asset manager (sn_otam.ot_asset_manager) and the enterprise admin (sn_eam.enterprise_admin) can publish hardware models.

Hardware models and OT hardware assets are also integrated into the following Enterprise Asset Management flows:

• Asset request
• Asset refresh
• Stock order
• Single and multi-asset onboarding
• Return Merchandise Authorization (RMA)
• Repair
• Disposal
• Bulk import
  Note:

  Starting with the Zurich release, the bulk import templates include the OT entity and Parent asset attribute columns. When the OT Asset Management application is activated, you can bulk import hardware assets and models in both the Enterprise Asset Workspace and the OT Asset Workspace only if the OT entity column is marked as TRUE. With the Parent asset attribute field, you can choose to identify the parent of a child asset using either the Asset tag, Serial number, or MAC address.

  To view instructions for bulk importing assets, select the Bulk import instructions icon on the contextual side bar.

• Asset reclamation
  Note:

  When a reclamation request for an OT hardware asset is created in the OT Asset Workspace, a hardware reclamation request line is generated and displayed in the Hardware Asset Reclamation Lines tab.
• Advanced shipment notification (ASN)
  Note:

  Starting with the Zurich release, the Download template for Advanced Shipment Notification includes the OT entity column. When this column is set to TRUE for hardware models, it creates OT hardware assets in the OT Asset Workspace.
• Asset audits
• Asset Total Cost of Ownership (TCO)
  Note:

  You can create a TCO report using a hardware model as a benchmark model, by selecting Hardware in the Report table field and then selecting the required hardware model in the Benchmark model field.
• Lease contract
  Note:

  The Begin lease-end process option is available if the contract includes OT hardware assets.
• Risk
  Note:

  The Enterprise asset risk heat map in the OT asset estate view and the Enterprise model risk heat map in the OT model management view also include hardware models with OT entity flag set to TRUE.
• Asset resale
• Loaner
• Move orders
• Recall
• Stock rule
  Note:

  The OT stock rule check box on the stock rule form indicates whether the stock rule was created in the OT Asset Workspace.

  This check box appears for all models in both the OT Asset Workspace and Enterprise Asset Workspace only when the OT Asset Management application is activated. However, only the OT asset manager can select or deselect this check box in the OT Asset Workspace.

  If you have activated the Hardware Asset Management application, the com.sn_otam.enable_ot_stock_rule asset property enables you to separate OT and non-OT hardware assets in stock rules and stock rule reports. If you set this property to true and select the OT stock rule check box, only OT hardware assets are included. If the OT stock rule check box isn't selected, only non-OT hardware will be included. By default, for existing stock rules, this property is set to false, and the OT stock rule is also set to false. This means that both OT and non-OT hardware assets are included in the stock rules and reports, regardless of the OT entity flag.

Furthermore, you can generate maintenance plans and work orders for OT hardware assets.

All OT hardware assets are automatically tagged as an OT entity. When an OT hardware asset is sourced from an existing stockroom via a transfer order or from the local stockroom, the asset is automatically tagged as an OT entity. Similarly, during the receiving process of OT hardware assets procured via a purchase order, the asset is automatically tagged as an OT entity. The OT entity field appears in the Hardware asset form in OT asset estate view and is selected by default for all OT hardware assets.

You can evaluate how effectively your assets are functioning and being used through the reports based on asset key performance indicators in the Asset performance tab of the Asset analytics view. The asset performance report is also available on the contextual sidebar of the asset record, displayed by selecting the Asset availability and related KPIs icon .

You can receive assets from any workflow directly at the stockroom using the unified receiving functionality in the OT asset Asset Workspace. You can receive assets in any of the following ways:

• Receive a single asset
• Receive multiple assets in the shipments
• Import assets in bulk and receive them

You can also manage supply and demand in your stockrooms effectively with inventory demand reports. To view the reports, follow these steps

1. Navigate to the Inventory view.
2. Select the All stockrooms tab.
3. Select a stockroom for which you want to view the inventory reports.
4. Select the Inventory insights tab.

Consumables in OT Asset Workspace

Consumables can be created in the OT Asset Workspace for hardware models, OT hardware assets, and industrial assets.

• For hardware models: Create consumables while creating a hardware model by selecting Create consumable asset from the Asset tracking strategy drop-down. Once selected, all OT hardware assets for the given hardware model will be consumables. After a consumable is created, the following related lists appear in the hardware model form: Compatibles, Substitutes, Consumables, Vendor catalog items, Consumable model lifecycle, Skills, Knowledge, Application.
• For OT hardware assets: Create consumables from the Consumables tab in the OT asset estate view by selecting Hardware asset in the Type drop-down.
• For industrial assets: Create consumables from the Consumables tab in the OT asset estate view by selecting Industrial asset in the Type drop-down.

Any consumable model that you create in the OT Asset Workspace, has the consumable model category.

Related concepts

• OT Asset Management licensing
• Asset and Configuration Item (CI) synchronization for Operational Technology (OT) assets
• Enterprise Asset Workspace

Related tasks

• View the license report for the OT Asset Management application

Related reference

• OT Asset Workspace roles