Assets Setup - How to create and manage Inventory Request Boards
Purpose
The purpose of this article is to demonstrate how to create Inventory Request Boards in the Assets module.
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Instruction
1. Click on Setup in the Assets Module.
2. Click on Inventory
3. Click on REQUEST BOARDS
4. Click on + Board
5. Enter the name for this board in the Board Name field
6. Select the Team(s) or User(s) that requests on this board will be assigned to in the Assigned To field
If left blank, the user submitting the request will have the option to select the Team(s) or User(s) at the time of the request.
7. When the Active toggle is on, this board will be active for users to add requests.
When the Default Board toggle is on this will be the default board whenever a request is submitted.
Users will be able to select other boards in the request should their request not involve this board.
8. When activated the fields depicted below perform the following functions:
When submitting requests the user can edit the User(s) or Team(s) the request will be assigned to.
Notifications will be sent to the assigned users or teams
Notifications will be sent to the user submitting the request.
9. Enter a value that reflects the number of days in Archive Request After
Request will be archived from the last phase after the number of days specified in this field.
10. Click on Inventory groups associated and select the group(s) to be associated with this board.
11. Users can add or edit the names for the suggested phases and or add additional phases by selecting the +
You must have at least three (3). There can be no more than five (5) phases in total.
12. The steps to add Request Types are as follows:
Select the + next to Request Type
Enter a name for the Request Type
Select a Priority Level
Repeat the process to add any additional Request Types.
13. Click on Save
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