PeopleSoft Asset Management 9.1 PeopleBook

Using Asset Management Self Service Web Components

This chapter provides an overview of Asset Management self service web components and describes:

Prerequisites to use Asset Management self service web components.
Using self service application pages.

Understanding Self Service Components in Asset Management

Self-service web applications provide your employees secure and convenient access to information. For many people, self-service applications provide an improved alternative to automated telephone prompting systems. In addition, they can help ease the workload for internal support staff.

PeopleSoft delivers several self-service web components as templates. You can use the PeopleTools Application Designer to modify these Web components just as you would any application components.

Asset Management provides four self-service web components:

Component	Description
Assets	Provides details for an individual asset, including the reference information (ID, tag number, and serial number), location, department, model, manufacturer, and custodian.
Asset Transfer Request	An employee can create and submit a request to indicate an asset has been lost, stolen, inappropriately assigned, or relocated to another department.
Asset Transfer Approval	A manager can approve, deny, or hold an asset transfer request that is submitted by an employee.
Department Assets	Provides a list of all assets that are assigned to a particular department for which the manager is responsible.

The information displayed in these pages derives directly from the tables in Asset Management.

Security

The user profile that is created for each individual who accesses the self-service web application determines the pages the user can access. Create user profiles in the User Profiles - General page within the User Profile component. Assign a role to each user profile and link roles to permission lists. Each permission list identifies the pages that individuals assigned to a role can access. To modify the access for specific web pages for each role, modify the permission list for the user's role.

Note. If a permission list is modified, it changes the access for all users who are assigned to roles to which the permission list is linked.

Use the user profile to define to which data the user has access. For example, you can associate the user profile for an employee with a specific employee ID. When employees sign on to the self-service web application, they only receive access to asset management information for the employee that is assigned to that employee ID. As another example, you can associate the user profile for a manager with a specific employee ID. The manager receives access to asset management information for assets to which they are assigned.

Asset Management Roles

Asset Management provides self-service Web pages for the following roles:

Employees
Managers

PeopleSoft delivers definitions for each of these roles. You assign permission lists to each role.

Employees have access to self-service web pages where they can perform the following tasks:

View asset details.
Create asset transfer requests.

Managers have access to self-service web pages where they can perform the following tasks:

View asset details.
View assets by department.
Approve, deny, or hold asset transfer requests.

Prerequisites to Using Self Service Web Components

Before using Asset Management, you must set up the product application.

To use employee and manager data, you must also transfer data from the Human Resources database to the Financials database. When using Human Capital Management applications, the system uses application messaging to retrieve data from the Human Capital Management tables to the Financials tables. The application messages that provide the data needed for Asset Management Self Service web components are PERSON_BASIC_SYNC and PERSON_BASIC_FULL_SYNC.

Additionally, you must define user or employee IDs, user profiles, roles, and permission lists.

Using Self Service Application Pages

This section describes the web pages that employees or managers can access to view or modify information for Asset Management. The information that appears on the page and the use of the page might differ, depending on the user's role. Both employees and managers can review asset information and submit asset transfer requests. However, only managers can approve, hold, or deny asset transfer requests.

Note. Approvals on the self-service web application pages do not automatically generate transactions in Asset Management. An email or a work list is sent to a corresponding employee to enter the action manually in Asset Management.

Pages Used to Use Self Service Application Pages

Page Name	Definition Name	Navigation	Usage
My Assets	AM_MY_ASSET	Employee Self-Service, Assets, View/Transfer Assets	Employees view a list of assets that are assigned to them, access asset detail information, and submit asset transfer requests.
Asset Information	AM_MY_ASSET_DETAIL	Click the Asset link on the My Assets page	Employees and managers view asset detail information and submit asset transfer requests.
Asset Transfer Request	AM_MY_ASSET_RQST1	Click the Transfer button on the My Assets page	Employees submit an Asset Transfer Request to a manager. The Asset Transfer Request displays asset detail and transfer request information.
My Departments	AM_MY_DEPT	Manager Self-Service, Assets, My Departments	Managers view a list of departments that are assigned to them and access department's asset information.
My Department	AM_MY_DEPT_ASSET	Manager Self-Service, Assets, View Department Assets	Managers view a list of assets that are assigned to their departments, access asset detail information, and submit asset transfer requests.
Approve Asset Transfer	AM_MY_ASSETS_RQST2	Manager Self-Service, Assets, Approve Asset Transfer	Managers approve, deny, or hold asset transfer requests submitted by themselves or their employees.

Using the Asset Self-Service Component

Access the My Assets page (Employee Self-Service, Assets, View/Transfer Assets).

Employees view a list of assets that are assigned to them, access asset detail information, and submit asset transfer requests