ITAM Reference

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Core Fields

Lifecycle Phase · Asset Owner · Technical Owner · Criticality · Commission Date · End of Life · End of Service End of Life and End of Service carry the option Not assessable—excluded from completeness and then drop out of the counter and the total.

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Validation Status

Progress on the asset: Due → Requested → Validated. Actions per status: Request, Validate / Reject, Revoke Rejection, Request Again.

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Rejection Reasons

No longer responsible (preselected) · Asset not found · Data incorrect · Other (with free text)

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Criticality

Clicking the already selected level clears the selection.

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Lifecycle Phases

Planning → Procurement → Deployment → Operation → Change → Decommission Switching to Decommission, and every backward change, require a justification in the Phase Change field; a forward change does not.

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Warranty Status

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Cost Types

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Cost Categories

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Billing Cycle of a Position

Monthly or Yearly, mandatory for recurring costs, together with a Term. One-off costs carry One-time.

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Term

Docusnap365 derives the end date from Start Date and Term. On an existing position, the Term can only be extended.

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Useful Life

3, 4, 5, 7, 10, or 15 years.

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Billing Periods

An assignment acts on all future periods that are not yet finalized.

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Settings That Affect ITAM

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Terms

ITAM area — The area under ITAM in the navigation: dashboard, lists, and bulk editing, as opposed to the ITAM tab on a single asset. Completeness — Share of filled core fields. Determines whether a validation can be requested. Cost Entry — The record under ITAM › Manage Costs: header data and one or more positions. Only positions carry amounts. Position — Amount, quantity, term, and unit of a cost entry. Only positions can be assigned to devices or users. Changeable afterwards are only Name, Supplier, Notice Period, and—with restrictions—the Term. Billing Period — A month that Docusnap365 generates from the positions; the basis for assignment. The quantity does not multiply the number of billing periods. Assignment — The link between an asset and a position within a billing period. Not assignable — A position that cannot be assigned; it cannot be attributed to a single asset. Available — A position’s quantity minus the assigned units. The value can become negative when more has been assigned than exists. Coverage — An individual item of a warranty with a name, Valid From, and Valid Until. A warranty’s term is the span across all coverages.