Summary

This article provides instructions for moving or reassigning a hardware asset in the Hardware Asset application in TeamDynamix.

In order to perform this function, you will need to be assigned the Technician role or higher 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

Instructions

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

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

Step 3 - Update Ownership and Requestor information as appropriate:

• Owner: The Owner of the asset is the person responsible for the device. If the assigned Owner is departing, this field will need to be updated to the new owner.
  • If you need to update the Owner, *uncheck* the box ‘Remove the previous owner from the asset's users’; this is to ensure we retain historical ownership information for the asset
• Owning Acct/ Dept: The purchasing department; this should typically not be changed for a device move or reassignment as the device usually stays in the same department or group
  • If you need to update the Owning Acct/Dept, *uncheck* the box ‘Remove the previous owning acct/dept from the asset's users’; this is to ensure retain historical ownership information for the asset
• Department, College, Budget Area or Facility (DTS - CBAoF): The department receiving the device; this is the field we pull our reports based on, so it is the most important field for area assignment for assets
• Requestor: The person the device is being reassigned to; this is usually but not always the same as the Owner.
• Requesting Acct/Dept: The department where the device will be moved or reissued (typically the same as the Owning department)

Step 4 - Update the device Location information:

• Location: New end user or department location (work location or 'off campus' for remote employees)- field 'Location Room’ will pop up once you have entered building location
• Location Room: The room number of the office/ department office where the device will be located
• Institution: Make sure this field is accurate; update if device is moving to another institution

Step 5 - 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 ‘To Detail’ button:

Step 6 - You have successfully reassigned this hardware asset to the new end user/ department.

Step 7 - If there is an existing ticket for the request, make sure to add the asset to the ticket.

Outcome

Your hardware asset has successfully been moved or reassigned in TeamDynamix.

Need additional help?

Reach out to the Asset Management Team for assistance with moving or reassigning a device in the TeamDynamix Hardware Asset application.

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.