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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.

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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.
You can group the list by Type, Status, Asset Owner, Technical Owner, Organization, Criticality, Warranty, and Lifecycle Phase. Grouping and filters work as in every list; see Lists and filters. Assets that don’t come from a scan are added manually through the Asset button—individually or several at once. Only ITAM-capable types can be selected here as well.

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Editing an Asset

The pencil on a section opens the entire edit block of Lifecycle, Warranty, Responsibility, 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.”
Asset Owner and Technical Owner are searchable people pickers; only active users can be selected. The Asset Owner later decides on validation and rejection—see Validating Assets. Criticality offers four levels: Critical, High, Medium, and Low.
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.

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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.

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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.