Bulk Update Asset Records

Overview

Over the lifespan of an asset it is appropriate to periodically review the asset record verifying that the information recorded is still accurate. In some cases this may take place as assets are linked to tickets within the Enterprise Service Management (ESM) system, whereas in others it may be done as part of an inventory audit process. Occasionally, it is necessary to update multiple asset records with the same value such as when bulk processing a pallet of computers being disposed of, and the assets status should be updated accordingly.

Currently individuals with access to the Assets application can bulk update the following attributes:

  • Status
  • Location/Room
  • Owning Department
  • Owner (i.e. Assigned To)
  • Parent Asset
  • Maintenance Window

What materials do I need?

  • Internet connectivity
  • A web browser
  • Privileges within the UA ESM system to the Assets/CIs module

How do I use this technology?

  1. Open a web browser.
  2. Navigate to the UA ESM website.
  3. Login to UA ESM with your UA Email address and password.
  4. Click the Assets/CIs tab.

    UAA Enterprise Service Management Asset tab highlighted
     
  5. Locate the existing asset records to be updated. See the KB article Search for an Asset for tips and suggestions on searching the Asset database.
  6. Review the search results to ensure it contains the assets you expect.
  7. Click the checkbox to the left of each asset that should be updated.
    Tip
    To select all assets in the search results, click the check box in the header row.
     
    Enterprise Service Management Multiple Assets Selected
     
  8. Click the Update button.
  9. An Update Assets dialog window will open.
    Enterprise Service Management Update Assets Dialog Window example
     
    1. Check the box for each attribute that should be updated.
      Important
      If an attribute is selected, and no value is provided, that attribute will be cleared on the updated assets.
    2. Enter/select appropriate value that the selected attribute should be updated to.
  10. In the Comments field enter a relevant summary of the changes made and why.
  11. Under the Assets heading, verify the list of assets are indeed the ones that should be receiving the intended update.
  12. Click Save.
  13. An Assets Updated Successfully dialog window will appear.
    Enterprise Service Management Assets Updated Successfully window
  14. Close the window.

Need additional help or have issues

For support, requests may be submitted anytime by Requesting Support for the Enterprise Service Managementservice. Support Requests are worked by Priority based on the Impact and Urgency of need as well as the order they are received by the IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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