> 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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