> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/settings/templates-guides/it-asset-management-itam-trial-guide.md).

# IT Asset Management (ITAM) Trial Guide

Welcome to your IT Asset Management trial. This guided walkthrough is designed to help you experience real-world ITAM workflows in under 20 minutes.

***

### What You’ll Experience

·      Device inventory visibility

·      Check-in / check-out workflows

·      Warranty risk monitoring

·      Depreciation & financial visibility

·      Role-based access control

You do not need to configure anything. The environment is pre-built.

***

### Review the IT Dashboard

Navigate to: Dashboard → IT Manager – Device Overview

Observe:

·      Total Devices

·      Devices Assigned

·      In Stock Inventory

·      Warranty Risk – Next 60 Days

·      Device Distribution by Department

·      Total Active Asset Book Value

Ask yourself: - How many devices are currently deployed? - Where is financial exposure concentrated? - Are any devices approaching warranty expiration?

***

### Assign a Device to a User

Navigate to: Assets → Run Form → Check-Out Device

1\.        Select a device that is “In Stock”

2\.        Choose a user from the dropdown

3\.        Submit the form

Observe: - Status updates to Assigned - “Currently Assigned” toggles to Yes - Activity log updates automatically

Return to the dashboard and confirm the Assigned metric updates.

***

### Check the Device Back In

Navigate to: Assets → Run Form → Check-In Device

1\.        Select the same device

2\.        Submit the form

Observe: - Status returns to In Stock - “Currently Assigned” toggles to No - Device moves out of Assigned Devices view

This demonstrates clean lifecycle control.

***

### Review Warranty Exposure

Navigate to: Saved Views → Warranty Expiring in 60 Days

This view shows devices with warranty expiration within the next 60 days.

The system also sends a daily summary report to IT leadership.

Consider: - Which departments are most exposed? - Should these devices be refreshed?

***

### View Financial Impact

Switch to the Finance Viewer role (if invited).

In this trial environment, Finance access is controlled at the collection level rather than individual field-level permissions. Finance users have read-only access to Assets and can review financial and depreciation data without modifying operational records.

Review key financial fields on several assets: - Asset Cost - Date Placed in Service - Useful Life - Current Book Value - Depreciation Expense

Navigate to the dashboard and observe the “Total Active Asset Book Value” metric.

This demonstrates alignment between IT operations and finance while maintaining read-only financial oversight.

***

### Simulate Audit Oversight

Switch to the Read-Only Auditor role.

Notice: - Full visibility across collections - No ability to add, edit, delete, or run forms - Clean separation of operational control and oversight

Even without field-level restrictions, role-based collection permissions ensure governance and audit transparency.

This reflects audit-ready oversight without operational interference.

***

### Invite a Colleague

Invite another team member and assign them a permission template:

·      IT Technician

·      Finance Viewer

·      Read-Only Auditor

Observe how the interface changes based on role.

***

### What This Trial Demonstrates

·      Centralized device inventory at scale

·      Assignment accountability

·      Warranty lifecycle monitoring

·      Financial asset tracking with depreciation

·      Role-based governance

***

### Next Steps

If this workflow reflects your environment, consider:

·      Importing a larger device list

·      Connecting to MDM (Intune, Jamf)

·      Expanding to peripherals or network equipment

·      Configuring refresh-cycle automation

Thank you for exploring the ITAM trial.