Depot Warehouse: Issuing a device to an end user or department in TeamDynamix (ETS Internal)

Summary

This article provides instructions for issuing a device to an end user or department in the Hardware Asset application in TeamDynamix.

In order to perform this function, you will need to be assigned the Depot Warehouse role in the TDx Hardware Asset application. If you have not already been assigned these permissions, please reach out to the Asset Management team to request this role.

How-To

Task: Issuing a new hardware device to an end user or assigning to a department for departmental use in the TeamDynamix Hardware Asset application

Instructions

Step 1 - With the asset open in TeamDynamix, click on the ‘Edit’ button in the upper left:

Asset edit button

 

Step 2 - Make sure the Form that is selected is the Technician Asset Form:

Technician Asset Form

 

Step 3 - When issuing a new device, there are multiple fields that need to be populated, including:

  • Status: Update from 'Inventory' to 'In Use':

 

  • Owner: The Owner of the asset is the contact responsible for the device; this is *not* always the same person being issued the device. For instance, in the case of CARES laptops, Help Desk staff may be the Owner of a device that is issued to a student as a long term loaner.
  • Owning Acct/ Dept: The department the end user is working for/ the purchasing department
  • Requestor: The person the device is being issued to; not always the same as the Owner.
  • Requesting Acct/Dept: The department where the device will be issued/ that has requested the device for use

Ownership fields

 

  • Location: Add the physical location/ building of the end user or department’s office (use the ‘Off campus’ location if the end user does not have an office on campus)
    • Location Room: The room number the device will be in, if applicable
  • Institution: Make sure this field is populated and accurate

Location fields

 

Step 4 - Click the 'Save’ button in the upper left; you will see a confirmation message stating the changes have been saved. To go back to the asset information, click the button ‘To Detail’

Save edits button

 

Step 5 - You have successfully issued this hardware asset to the end user/ department.

Step 6 - If there is an existing ticket for the request, make sure to add the asset to the ticket as well.

 

Outcome

Your hardware asset is successfully added to the ticket in TeamDynamix.  

 

Need additional help?

Reach out to the Asset Management Team for assistance with issuing devices.

You may also visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request.

 

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