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Siebel Employee Relationship Management Administration Guide > Setting Up Siebel HelpDesk >

Managing and Allocating Assets

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As an administrator, you can assign assets, such as laptops and RSA tokens, and track assets assigned to each employee.

Adding Products to Assets Online

Using the Product Administration screens, you can add products, and then make the products available as assets.

To add a new product

From the application-level menu, choose View > Site Map > Product Administration > Products.
In the Products list click Query, enter the query criteria, and then click Go.

The products that meet the criteria appear in the Products list.

Select the product and then click the More Info view tab.
In the Sales Product field, click the check box to make sure that the product appears in the Assets list.

For more information about working with products, see Siebel Field Service Guide.

Managing New Assets

You can track and store asset information associated with employees using the Asset Management screen. For example, if your organization provides laptop computers to remote employees, you can track these assets using your Siebel application. For more information about assets, see Siebel Field Service Guide.

To add a new asset

From the application-level menu, choose View > Site Map > Asset Management > All Assets.
In the Assets list, add a new record.
In the Pick Product dialog box, query for the product, and then click OK.
Complete the necessary fields for the new asset.

Allocating an Asset to an Employee

Using the Employee Administration screen's All Employees - HelpDesk view, you can allocate assets to a specific employee.

To add an asset to an employee

From the application-level menu, choose View > Site Map > Employees> All Employees - HelpDesk.
In the Employees list, query to find the employee associated with the asset.
Click the Assets view tab.
In the Assets list, add a new record.
In the Add Assets dialog box, enter query criteria and click Go.
In the Add Assets dialog box, select the asset, and then click Add.

The new asset appears in the Employee Assets list.

Complete the fields as needed for the employee asset.

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