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.
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