TDX Asset: Departmental Hardware Asset Management Guide

This guide is intended for departments already onboarded and actively using the TeamDynamix (TDX) Departmental Hardware Asset application. It provides general instructions for asset management staff on managing assets, managing vendors and models, and relating hardware assets to tickets.

In This Article:

• Accessing TDX Asset
• Managing Assets
  • Adding New Assets
  • Searching Assets
  • Updating Existing Assets
  • Reporting and Dashboards
• Relating Assets to Tickets
  • Relating from Tickets
  • Relating from Assets
• Managing Product Types, Vendors, and Models
  • Creating New Entries
  • Updating Existing Entries

Accessing TDX Departmental Hardware Asset App

To access the application, you need either the TDX Asset Agent or TDX Asset Admin role:

1. Log into production TDNext.
2. Click the Applications Menu (blue waffle icon).
3. Select Assets/CIs - Departmental.

Managing Assets

These tasks require either the TDX Asset Agent or TDX Asset Admin role

Adding New Assets

To create new hardware asset records:

1. Go to TDNext, open the Applications Menu, and select Assets/CIs - Departmental.
2. Click +Asset.
3. From the dropdown, select Hardware Assets Form.
4. Complete the form.
5. Click Save.

Searching Assets

To search assets:

1. Go to TDNext.
2. Click the Application Menu.
3. Select Assets/CIs-Departmental application.
4. In the left navigation menu, click Assets.
5. After this, follow the instructions in the TeamDynamix: Search Tickets / Hardware Assets Records article.

Updating Existing Assets

To update existing asset records:

1. Go to TDNext, open the Applications Menu, and select Assets/CIs - Departmental.
2. In the left navigation menu, click Assets.
3. Select the asset ID to open its details.
4. Update the asset:

• Click Edit to modify existing data.
• Click Update to add work notes or send notifications.

5. Click Save.

Reporting and Dashboards

Creating reports and dashboards for asset records is similar to the process for ticket reports and desktops, with one key difference: instead of starting from the Tickets tab, begin with Assets/CIs - Departmental application in TDNext.

To get started:

1. Go to TDNext.
2. Click the Application Menu.
3. Select Assets/CIs - Departmental Application.
4. Click +New and select Reports.
5. After this, follow the instructions in the Asset Reports article. Remember, wherever the article mentions the IT Assets application/tab, substitute it with our Assets/CIs - Departmental application/tab.

Relating Assets to Tickets

Relating from Tickets

This task requires the TDX Agent, TDX Asset Agent, or TDX Asset Admin role.

To relate a hardware asset to a ticket while working with a ticket:

1. Open the desired ticket record in TDNext.
2. Click the Assets/CIs tab of the ticket.
3. Click +Asset/CIs.
4. In the Add Related Assets/CIs popup, click the Lookup icon to search for the desired asset.
5. Click +Insert checked to select the record.
6. Click Save to complete the association.

Relating from Assets

This task requires either the TDX Asset Agent or TDX Asset Admin role.

To relate a ticket to a hardware asset while working with the asset:

1. Open the desired asset record in TDNext.
2. Click the Tickets tab of the asset.
3. Perform one of the following actions:

• Click +New Ticket to create a new ticket and associate it with the asset.
• Click +Add Ticket to link an existing ticket to the asset.

4. In the Add Ticket popup, click the Lookup icon to search for the desired ticket.
5. Select the ticket from the list by clicking its title in the Name column.
6. Click Save to complete the association.

Managing Product Types, Vendors, and Models

These tasks require the TDX Asset Admin role.

Creating New Entries

To create new Product Types, Vendors, or Product Models:

1. Go to TDNext, open the Applications Menu, and select Assets/CIs - Departmental.
2. Click +New.
3. Select what you want to create (e.g., Product Type, Vendor, Product Model) from the dropdown.
4. Fill in the form fields.
5. Click Save.

Updating Existing Entries

To update existing Product Types, Vendors, or Product Models:

1. Go to TDNext, open the Applications Menu, and select Assets/CIs - Departmental.
2. In the left navigation menu, select what you want to update (e.g., Product Type, Vendor, Product Model).
3. Choose the item from the list you wish to update.
4. Click Edit.
5. Modify the fields as needed.
6. Click Save.