Job Management Partner 1/Asset Information Manager Administrator's Guide

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1.4 Registration procedure

The asset management system enables you to register asset information, such as devices, contracts, and software items, from the windows.

This section describes the procedure for registering asset information, such as devices, contracts, and software items. The following figure shows the registration procedure and the location in the window that corresponds to each step.

Figure 1-6 Registration procedure

[Figure]

To register asset information:

  1. From the job menus, select the type of work you wish to execute (such as New Device).
    The window for the selected job type is displayed.
  2. In the displayed window, specify each item.
    Items identified by a star ([Figure]) are mandatory.
    Specify a group or location by selecting it from the simple search conditions. If a division has been assigned to a login user, the group of a job corresponding to a division can also be specified by selecting the division group from the tree.
    To specify a user name, enter it from the keyboard or use the Browse button.
    To specify an attached file, use the Attach button.
  3. Click the OK button.
    The specified information is registered into the asset management database.
Organization of this section
(1) How to specify a group
(2) How to specify a user name
(3) How to specify an asset location
(4) How to specify an attached file

(1) How to specify a group

The two methods of specifying a group are to use the Browse button or to select the group from the simple search conditions tree. Note that when you select Division, the Browse button is disabled. Select the division group name from the simple search conditions tree. However, in the dialog box displayed by clicking a link or a button from the operation window, you cannot specify a group by selecting it from the simple search conditions tree.

To use the Browse button to specify a group:

  1. In the group specification field, click the Browse button.
    The Browse Groups dialog box is displayed.
  2. From the tree, select the desired group, and then click the OK button.
    The Browse Groups dialog box closes, and the selected group is specified.

The following figure shows the Browse Groups dialog box in which a group is selected.

Figure 1-7 Browse Groups dialog box

[Figure]

(2) How to specify a user name

You can specify a user name by using the Browse button or by directly typing the user name from the keyboard. If the user to be specified is registered in Asset Information Manager, you can use either of these two methods. If the user is not registered, such as in the case of a user who only uses the device, you must directly type the user name from the keyboard.

To specify a user name by using the Browse button:

  1. In the user name specification field, click the Browse button.
    The Browse Users dialog box is displayed.
  2. From the tree, select the group to which the user belongs.
    A list of users belonging to the selected group is displayed.
  3. Select the desired user name, and then click the OK button.
    The Browse Users dialog box closes, and the selected user is specified.

The following figure shows the Browse Users dialog box with a user selected.

Figure 1-8 Browse Users dialog box

[Figure]

(3) How to specify an asset location

In the dialog box that is displayed by clicking a link or button in a window, use the Browse button to specify a location.

To specify a location:

  1. In the location specification field, click the Browse button.
    The Browse Locations dialog box is displayed.
  2. From the tree, select a location, and then click the OK button.
    The Browse Locations dialog box closes, and the selected location is specified.

The following figure shows the Browse Locations dialog box with a location selected.

Figure 1-9 Browse Locations dialog box

[Figure]

(4) How to specify an attached file

Files that are to be managed together with contracts, license certificates, and other contract information can be registered as attached files.

To specify an attached file:

  1. Click the Attach button in the attach file specification area.
    The Edit Attached Files dialog box is displayed.
  2. Click the Add button.
    The File Registration dialog box is displayed.
  3. Click the Browse button.
    A dialog box for selecting a file is displayed.
  4. Select the file to be added, and click the Open button.
    The specified file is added to File name when saved and Upload file. You can edit the character string displayed in File name when saved.
  5. Click the OK button.
    The specified file is added.
  6. Click the Close button.
    The File Registration dialog box closes.
  7. Click the Close button.
    The Edit Attached Files dialog box closes.
    At this point, the added file is not yet registered in the asset management system. When you click the OK or Update button on a window that has an attached file specification area, the file is registered with the asset management system.
    Note that if the added file is opened before the file is registered, it is downloaded with a file name that is different from the one specified in File name when saved.

The following figure shows the Edit Attached Files dialog box with files specified.

Figure 1-10 Edit Attached Files dialog box

[Figure]