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.

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.

See the product documentation for PeopleTools: Security Administration.

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.

See the product documentation for PeopleTools: Security Administration