You capture an asset’s ITAM data in the ITAM tab of its detail page. In the
ITAM › Assets list, clicking a row opens the asset as a tab next to the list,
directly on its ITAM tab. What the ITAM data means is described in
ITAM Fundamentals.
Finding Assets
Above the ITAM › Assets grid, alongside the tiles for managed and
ITAM-capable assets, four more tiles appear: In Operation (share of assets
in the Operation phase), Incomplete (assets with missing core fields),
Critical (assets at criticality Critical), and End of Life in 12 Months
(assets whose End of Life falls within a year).
Incomplete together with sorting by Completeness brings the assets with
the largest gaps to the top.
Purchase Date, Commission Date, End of Service, and Warranty Until
cannot be shown as columns but are available for filtering and bulk editing.
The two Not assessable flags on End of Life and End of Service are
available for filtering. End of Life itself is not visible by default but can be shown
through the column selection.
Editing an Asset
The pencil on a section opens the entire edit block of Lifecycle, Warranty,
Ownership, and Criticality at once—not just the section you clicked.
The lifecycle shows the six phases Planning, Procurement, Deployment,
Operation, Change, and Decommission as a progress track, alongside the
four date fields Purchase Date, Commission Date, End of Life, and End
of Service.
End of Life and End of Service also carry the option Not
assessable—excluded from completeness. The date and the flag are mutually
exclusive. When you select the option, Docusnap365 clears the date and locks
the field. If you clear the option again before saving, the date comes back.
The asset then shows Not assessable instead of the date, and so does the
End of Life column in the list.
Clicking the already active phase, or the already selected criticality level,
clears the selection again; the value is then empty.
Switching to Decommission, and every backward change, requires a
justification in the Phase Change field—without it, Save stays blocked.
A forward change (other than to Decommission) needs no justification.
If End of Life lies before Commission Date, Docusnap365 blocks saving
with the message “End of Life cannot precede the commission date.”
If a stored owner can no longer be assigned, Docusnap365 clears the field
while you edit. The next save removes the owner from the asset, even if you
did not change the field. A notice below the empty field names the previous
entry; select a new person and it disappears.
Editing Several Assets at Once
Selected rows in the list open the same fields for all marked assets together
through Edit Entries. There, you set the Not assessable flags with the
option below the End of Life or End of Service date; as on a single asset,
it clears the date.
Work by commonality, not asset by asset: assign the Asset Owner to all
servers of a department first, then the criticality to all clients. That way
many assets become complete in a few passes.
Warranty and Costs on the Asset
The Warranty and Costs sections in the ITAM tab show the state but
don’t change it: you create warranties under
Managing Warranties, costs under
Capturing Costs. The costs section on the asset is
read-only.
As soon as the last core field is filled, the validation status switches to
Due. Validating Assets describes what follows. 
