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administratif:materiel:iscinventory [2025/04/15 07:16] – rodrigoadministratif:materiel:iscinventory [2025/04/24 08:00] (current) – rodrigo
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 Once connected, you'll be redirected towards the main dashboard (user perspective). Once connected, you'll be redirected towards the main dashboard (user perspective).
- 
-''//If you need to borrow or take an item from the inventory, you'll have to reach out **Steve Devènes** by Teams or by Outlook.//'' 
  
 ---- ----
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 This only works with **"Assets"** and not with the other items. This only works with **"Assets"** and not with the other items.
  
-First, you need to go to the sidebar menu (1). Then you search the **"Requestable items"** that is represented with a laptop icon (2).+First, you need to go to the sidebar menu. Then you search the **"Requestable items"** that is represented with a laptop icon that look like in the screenshot below.
  
-{{ :administratif:materiel:access-requestable-items.png?nolink&600 |}}+{{ :administratif:materiel:icon-laptop.png?nolink&300 |}}{{ :administratif:materiel:access-requestable-items.png?nolink&710 |}}
  
 From there, you'll be able to see which assets are available for a borrow request. From there, you'll be able to see which assets are available for a borrow request.
  
-To do it, you'll have to click on the **"Request"** button that is located on the right side.+To do it, you'll have to click on the **"Demander"** button that is located on the right side.
  
 {{ :administratif:materiel:request-button-requestable-assets.png?nolink&600 |}} {{ :administratif:materiel:request-button-requestable-assets.png?nolink&600 |}}
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 Once it's done, the inventory administrator will be able to check the requests and can either checkout the asset (it means that the request is accepted) or refuse it. Once it's done, the inventory administrator will be able to check the requests and can either checkout the asset (it means that the request is accepted) or refuse it.
  
-''So if you want to borrow anything else than an asset, you'll have to reach out to the inventory administrator mentionned above.''+''So if you want to borrow anything else than an asset, you'll have to reach out to the inventory administrator **"Steve Devènes"**''
  
 ---- ----
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   * Assigning an asset to a permanent user   * Assigning an asset to a permanent user
   * Assigning an item to a user temporarily   * Assigning an item to a user temporarily
 +  * Checkout an item from a user
   * Managing users and groups   * Managing users and groups
 +  * Exporting the inventory data
 +  * Managing backups
  
 ---- ----
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 ''//This functionnality only works with **Assets** like the second one that will be showed later in the documentation.//'' ''//This functionnality only works with **Assets** like the second one that will be showed later in the documentation.//''
  
-First, you'll have to go to **"Assets"** and select the asset that you want to make it available for requests. Once opened, you'll have to select **"Edit asset"**.+First, you'll have to go to **"Assets"** that is represented with a barcode icon on the sidebar menu. Then you'll have to select the asset that you want to edit and look for a pencil icon that is for **"Editing asset"**.
  
-After that, you'll have to go down in the options until you find the checkbox **"Requestable"**.+{{ :administratif:materiel:edit-asset.png?nolink&600 |}}
  
-From there, you'll have to check that option and save the changes. Once it's done, you can do the same process for other assets that can be requested.+After that, you'll have to go down in the options until you find the checkbox **"Demandable"**.
  
-//To check the requestable assets (from a user perspective), you need to go to the sidebar menu and search for a **barcode symbol (it represents the assets)** and from it, search for an option **"Requestable"**.//+{{ :administratif:materiel:requestable-option-assets.png?nolink |}} 
 + 
 +From there, you'll have to check that option and save the changes. Once it's done, you can do the same process for other assets that can be requested by going on the **"Requestable items"** that is represented with the laptop icon on the sidebar menu. 
 + 
 +---- 
 + 
 +**How to check for requests about requestable assets ?** 
 + 
 +To do that, you'll have to go to **"Actifs"** (1) and search below for an option named **"Demandé"** (2). 
 + 
 +{{ :administratif:materiel:check-requests-requestable-assets.png?nolink&600 |}} 
 + 
 +From there, you'll be able to manage the requests that are made by the users. 
 + 
 +Here is an example of John Doe making a request to borrow an asset. 
 + 
 +From there, the inventory administrator can accept or refuse the borrow request from the user. 
 + 
 +{{ :administratif:materiel:inventory-administrator-perspective-requestable-assets.png?nolink |}}
  
 ---- ----
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 **How to assign assets to a user permanently ?** **How to assign assets to a user permanently ?**
  
-This use case can be used when a user wants to take an item from the inventory with the ISC sector manager **Pierre-André Mudry** agreement.+''This method can be used for every type of items unlikely the first one.''
  
-To do that, you'll have to edit the assets then search for the checkbox **"BYOD"**. Once you found it, you'll have to check it and save the changes.+For this, you can follow the same steps as mentionned in the section **"How to set requestable assets"**. 
 + 
 +Once you're editing the asset, you'll have to search for a checkbox with the name **"BYOD"** which stands for //**"Bring Your Own Device"**//. 
 + 
 +It's located in the **"Information facultative"**. 
 + 
 +{{ :administratif:materiel:set-asset-permanent-user-checkbox.png?nolink |}}
  
 ---- ----
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 **How to assign an item to a user temporarily ?** **How to assign an item to a user temporarily ?**
  
-This part will explain the main method to assign items to a user in SNIPEIT.+To assign an item, you'll have to choose the type of item that you want to assign (Assets, Components, ...). 
 + 
 +Then you'll see a button on the right side with either **"Dissocier"** or **"Associer"** written on it. 
 + 
 +{{ :administratif:materiel:checkin-checkout-items-buttons.png?nolink |}} 
 + 
 +On the screenshot above, the first one is for the checkout option that is used when a user doesn't need the item anymore and brings it back. 
 + 
 +The other one is for the checkin option that is used to assign an item to a user. 
 + 
 +''Let's take the example of John Doe that wants to borrow the iPAD.'' 
 + 
 +{{ :administratif:materiel:checkin-demo.png?nolink |}} 
 + 
 +If you know when the user will bring the item back, you can also set a checkout time (**"Date de dissociation prévue"**) like with the checkin (**"Date d'association"**). 
 + 
 +Once it's done, you can check if the item was correctly assigned or not like in the screenshot below. 
 + 
 +{{ :administratif:materiel:checking-if-item-correctly-assigned.png?nolink |}} 
 + 
 +---- 
 + 
 +**How to checkout an item from an user ?** 
 + 
 +To do this, you'll have to go like in the previous part **"How to assign an item to a user temporarily"** until you can see the item that you want to checkout from the user. 
 + 
 +You'll have to click on the **"Dissocier"** button and from there, you can choose the status of the item (it it's available or it has damages so it needs to be repaired and many more). 
 + 
 +{{ :administratif:materiel:checkout-button.png?nolink&600 |}} 
 + 
 +{{ :administratif:materiel:checkout-options.png?nolink |}} 
 + 
 +Once it's done, you can check back if the checkout process went without errors by either searching the item that you just processed or by looking at the user profile history in **"Personnes"** on the sidebar menu that is represented with a group of people icon. You can also find it in the administrator settings that are located on top of the right side of the main dashboard with a gear icon. 
 + 
 +---- 
 + 
 +**How to manage users and groups on SNIPEIT ?** 
 + 
 +To directly manage the users, you'll have to go to the main dashboard and search for the option **"Personnes"**. 
 + 
 +{{ :administratif:materiel:personnes-option.png?nolink&600 |}} 
 + 
 +From there, we'll be able to create and manage users. 
 + 
 +{{ :administratif:materiel:personnes.png?nolink |}} 
 + 
 +The permissions that needs to be set at every user must be set to "Hériter". When we set the permissions with this option, SNIPEIT will assign automatically the permissions configured from the group to the actual user.  
 + 
 +To directly manage the groups, you also have to go the main dashboard and search at the top right corner for two gears icon that redirects to the administrator settings that will be explained more in detail. 
 + 
 +{{ :administratif:materiel:admin-settings.png?nolink&600 |}} 
 + 
 +This is what the administrator settings looks like. 
 + 
 +{{ :administratif:materiel:all-admin-settings.png?nolink |}} 
 + 
 +From there, you'll have to go to **"Groupes"** and you'll be able to create and manage groups of users. 
 + 
 +{{ :administratif:materiel:groups.png?nolink |}} 
 + 
 +---- 
 + 
 +**How to export the inventory data ?** 
 + 
 +To export data, you'll have to go to the category of item that you want to export data from and search for the export icon that will be represented in the next screenshot below.
  
-It works with all types of items.+{{ :administratif:materiel:export-icon.png?nolink |}}
  
-First of all, you'll have to go to the category of item that you want to assign and then select the item(s) that need to be assigned.+From there, you'll be able to choose between different file formats to export the data.
  
-On the right of the items, you'll either see a "+  * MS-Excel OpenXML 
  
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