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Unilever Asset & Stock

Management via AssetTrack

Caution:

The online version of this document is the master. To ensure that printed
copies are current, compare the revision level and date of the printed copy
to the online master. Destroy all printed copies immediately after use.

Online Location:
TBC

Document Tracking Information


Subject
Effective Date
Latest Revision
Department
Document
Location
Document
Status

Unilever Asset
Management
25/10/2015
1.4
EMEA Field Ops
Support
TBC

Number

1.4

Supersedes
Signoff
Required?
SME / Author

1.3
Yes

Document Type

Guide

Tom Powell

Live

Document Change History


Version

Author/editor

Description of Change

Date

1.0

Tom Powell

Initial draft

14/06/2015

1.1

Tom Powell

Update after review with stock team

17/06/2015

1.2

Tom Powell

Update for AssetTrack Change

13/10/2015

1.3

Tom Powell

Added various AssetTrack scenarios

19/10/2015

1.4

Tom Powell

Added AssetTrack videos and more


information about the asset forms that can
be used.

25/10/2015

Role

Name

Date

Author

EMEA Ops Support

Tom Powell

19/10/2015

Reviewer

EMEA Ops Support

Darren Baker

19/10/2015

Approver

Statement of Confidentiality
Confidentiality of customer information is the paramount objective of Unisys. The
information contained in this document is proprietary and confidential in nature. This
specifically includes pricing information, methodology, materials, and consulting
documents described.
No part of this document may be reproduced in any form, including photocopying or
transmission electronically to any computer, without prior written consent of Unisys
Corporation. The information contained in this document is confidential and proprietary
to Unisys Corporation and may not be used or disclosed except as expressly authorized
in writing by Unisys Corporation.

Trademarks
Product names mentioned in this document may be trademarks or registered trademarks
of their respective companies and are hereby acknowledged.

Contents
Introduction........................................................................................................... 6
Purpose............................................................................................................... 6
Audience............................................................................................................. 6
Scope.................................................................................................................. 6
Definition of Locations........................................................................................ 7
Tools & Documents............................................................................................. 7
Acronyms............................................................................................................ 8
AssetTrack Status list.......................................................................................... 9
AssetTrack Data Flow........................................................................................ 10
Using AssetTrack............................................................................................... 10
Client Workstation Requirements..................................................................10
Web browser access...................................................................................... 10
Mobile Client Access...................................................................................... 11
Logging In for the first time...........................................................................12
IMACD Actions Form...................................................................................... 13
Audit Storage Form........................................................................................ 14
AssetTrack Demo Videos............................................................................... 15
What is my AssetTrack Account?...................................................................15
How do I change my AssetTrack Password?...................................................15
What do I do if I loose my AssetTrack Password?...........................................15
What devices are stored within AssetTrack...................................................15
User names not found in AssetTrack.............................................................16
Asset Updates at the BSC desk............................................................................17
Asset Procedures................................................................................................. 18
Receiving Stock:............................................................................................... 18
Details Step by Step:..................................................................................... 18
Moving Stock (From one Unilever Site to another) Sending Stock.................27
Details Step by Step:..................................................................................... 27
Moving Stock (From one Unilever Site to another) Receiving Stock...............30
Details Step by Step:..................................................................................... 30
Completion of any SRMS (IMACD and INCIDENT)..............................................32
Details Step by Step:..................................................................................... 32
Completion of Audit SRMS calls (UL1-SK).........................................................35
Details Step by Step:..................................................................................... 35
Unrecoverable Assets.......................................................................................... 38
Managed Tablets.................................................................................................. 39

AssetTrack Manual Form...................................................................................... 40


Appendix A: AssetTrack Scenarios.......................................................................41
Placing equipment In Inventory.....................................................................41
Swap Scenario.................................................................................................. 44
Machine Refresh Scenario..................................................................................1
Device Wipe........................................................................................................ 4
Correcting Serial Number................................................................................... 6
Correcting Computer Name................................................................................7
Correct Model Name........................................................................................... 1
Change User....................................................................................................... 3
Machine Move..................................................................................................... 1
Deploy a Machine............................................................................................... 3

Introduction
Purpose
This document is to describe the asset management procedures that are in place
at Unilever. All details in this document are based on current operation processes
and as such are subject to change.

Audience
This document is to be used as a reference and working guide for both Unisys
engineers & Unisys World Trade engineers.

Scope
Unisys Engineers & Unisys World Trade Engineers will be responsible for:

Moving devices (GLS B&F, IMACD & RR) from shipping bay onsite to
nominated secure stock room.
Moving devices (GLS B&F, IMACD & RR) from nominated secure stock
room to shipping bay (device moves to another location).
Moving devices (GLS B&F, IMACD & RR) under ah-hoc SRMS tickets to raise
or lower stock levels at a determined location
Updating Stock Team when devices (GLS B&F, IMACD & RR) arrive via
AssetTrack
Updating Stock Team after each IMACD style request is performed via
AssetTrack
Keeping secure stock room clean and tidy
Conducting monthly stock audits of manned location stock rooms,
reporting the audits back within the first 3 days of a new month.

Unilever Contacts will be responsible for:

Providing nominated secure stock room


Receive devices (GLS B&F, IMACD & RR) at shipping bay and hold for
Unisys
Provision of transport between Unilever site locations (move devices to
another site) all sent via Pre 12pm NBD service
Provision of Proof of delivery (If required)
Provision of local cost centres globally
Moving devices (GLS B&F, IMACD & RR) ordered for Non stock (unmanned)
locations and sent directly to the end user

Definition of Locations

BSC & Campus These are locations that have a nominated secure stock
room managed by Unisys engineers.
Non Stock Locations (Unmanned) These are dispatch locations that are
supported by the stock at an in country BSC.
Stock Locations (Unmanned) These are dispatch locations that are selfsupported, typically in countries with no BSC.

Tools & Documents


Name
AssetTrac
k
Webpage
AssetTrac
k Partner
Server
SRMS
Template

Link
https://algnatprod.ito.unisys.com/Pr
odUnileverATClient

Usage
Webpage to sign into when needing to
use AssetTrack

https://algnatprod.ito.unisys.com/Pr
odUnileverATAPI

Server name to enter when logging into


AssetTrack Webpage for the first time.

Sent to partners via Unisys CRC.


Example form:
https://xnet.unisys.com/sites/GMSFi
eldOpsSupport/Unilever2015/Docu
ments/SRMS%20and%20Asset
%20Information/UWT%20Call
%20Closure.xltm

This is used by Unisys World Trade


engineers who do not have direct access
to SRMS. Asset details are entered into
AssetTrack via the Asset button located
in the sheet.

SRMS
Call
Closure

https://xnet.unisys.com/sites/GMSFi
eldOpsSupport/Unilever2015/Docu
ments/SRMS%20and%20Asset
%20Information/SRMS%20Call
%20Closure.docx

This is used by all engineers. It guides


you on what process to follow to report
updates / closures of SRMS tickets

Assets
Returned
with an
SRMS

https://xnet.unisys.com/sites/GMSFi
eldOpsSupport/Unilever2015/Docu
ments/SRMS%20and%20Asset
%20Information/Assets
%20Returned%20without
%20SRMS.docx

This is used when a device is handed


over to you from Unilever and you have
no SRMS to use to update the asset
system.

Stock
Audit
Template
Asset
Track

https://xnet.unisys.com/sites/GMSFi
eldOpsSupport/Unilever2015/Docu
ments/SRMS%20and%20Asset
%20Information/Unilever%20Stock
%20Audit%20Template%20%20Asset%20Track.xlsx

This is used when completing an audit of


machines that have arrived for BAU or
GLS B&F use. This is populated and sent
off to the stock team.

Acronyms
Acronym
SRMS
GLS
B&F
WIP
SGI
IMACD
BAU
Unisys CRC
PO
OEM
AT
RR

Meaning
Service Request Management System
Global Logistics System
Break and Fix
Work In Progress
Serviceable Goods Inventory
Install, Move, Add, Change & De-Install
Business as Usual
Unisys Call Receipt Centre
Purchase Order
Original Equipment Manufacturer
AssetTrack (Asset system)
Rolling Refresh (Devices assigned to be used during the BAU
refresh solution)

AssetTrack Status list


The below list are the agreed statuss that will be used when reporting asset
transactions within the AssetTrack tool:
Status
Deployed

Disposed - In Transit

Disposed - Obsolete
End of Life - Wait for
Wipe
End of Life - Wiped

Description
The CE must report that a machine is now deployed to a given
user on a certain site. It can be in replacement of a broken
machine, an install for a new user, device replacement etc.
When Unilever owned devices are to be physically disposed of,
or returned to the leasing vendor, typically during rolling
refresh/yearly clean-ups or stock locations review, the CE will
be involved in preparing the devices to be taken away. To be
set once stored before collection company arrive onsite.
To be used when the device is damaged by End User and is too
costly to repair.
During a Rolling Refresh project, all devices collected from end
users should be set to this status before the wipe has taken
place.
During a Rolling Refresh project or Ad-hoc requests, all devices
collected from end users / from stock room should be set to
this status after the wipe has taken place.

In Inventory
In Repair

The item is in inventory but not yet deployed.


The item is down for maintenance.

Missing - Removed

The CE must report that a machine that was expected to be


found in a certain store room is not found. Also it may cover
the loss of a machine in case where no police report exists and
on explicit demand from the user's manager.

Received
Reserved for Refresh
Reserved For Swap
Reserved For User
Transferred

The item was received via shipping (but not ready for use)
Machine is in Stock and reserved for refresh activity
Machine is in stock and will be used for GLS B&F swap in case
of break down
The CE can be involved in the selection of a machine that is
reserved for a given user / Asset team will inform via SRMS
notes which device to select.
When a machine is in good working order and is being moved
from one location to the other (possibly for stock).

AssetTrack Data Flow

1)
2)

Engineer will input asset transaction into AssetTrack via IMACD or Audit form.
Data from transition will be placed into a queue to be verified by the Asset
Management Team.
3)
Once verified, the data will be passed into the customers ITSM CMDb for storage.
a. Data will also be passed from ITSM CMDb into AssetTrack, to provide user
names, work locations etc.

Using AssetTrack
An in-depth Appendix on the use of AssetTrack scenarios can be found here.
Please review this, before continuing with this document.

Client Workstation Requirements


In addition to mobile devices, users can use their laptop/desktop workstations to
interact with AssetTrack in different ways.

Web browser access


Asset Track works with all the latest browsers:

Google Chrome
Firefox
IE 10+
Safari

If you are using AT via Internet Explorer 11 you may need to add the site into
compatibility view and trusted sites.

The only requirement for access to the AssetTrack web app is Internet Explorer 7
or greater. When using Internet Explorer 10+, browser compatibility mode may
need to be enabled for the AssetTrack website. To access Asset Track via a web
interface browse to Https://TBC
The following changes to IE Internet Explorer, need to be made:
1. Copy from the URL Bar the following text https://algnatuat.ito.unisys.com
2. Open from within IE settings > Compatibility View Settings
3. Enter into the box the information from step 1 (Ctrl & V to paste)

4. Ensure the new addition is present (it will add unisys.com)

5. Click Close to finish


6. Back to IE Setting and Open Internet Options
7. Click on the Security Tab and click on the trusted sites icon

8. Click on the Sites Button


9. The current website should be present in the Add box, as shown below

10.Click on Add and scroll down in Websites List to ensure its present

11.Click Close and OK to Continue


12.Close the open IE window

Mobile Client Access


You can also access the system via your mobile phones browser, the tool is
designed to adapt to whatever device you are working from.
The mobile app has not yet been validated so should not be used for asset
transactions.

Logging In for the first time


When you first navigate to the AssetTrack URL, you will be prompted to enter
details for an AssetTrack server. This is known as a partner server.

Once you have loaded the page, enter the AssetTrack partner server and click on
connect
You will be then asked to login with your AssetTrack account.

IMACD Actions Form


This is the form you will be presented with when you click on IMACD ACTIONS.
This form is designed for the following scenarios:

Asset
Asset
Asset
Asset
Asset

Asset Search Box


o Search for devices via serial number
Asset Transation Data Box
o SRMS Call Number field
o ITSM Reference Number field
o CE Name field
o Activity Date field
o Site (location) field
Asset Data Search Selection Box
o Not selectable at this time
Device Card
o Serial Number (changeable)
o Computer Name (changeable)
o Model (changeable)
o Status (changeable)
o User Login ID (changeable)
o CE Comments (changeable)
Upload Button
o To load data into Asset Management verification queue in
AssetTrack

Swaps
Installs
De-Installs
Moves
Touches (any time you look at an asset for a user)

Audit Storage Form


This is the form you will be presented with when you click on AUDIT STORAGE.
This form is designed for the following scenarios:

Stock Audits
Receive stock from OEMs (New devices)
Receive stock from another Unilever location

Asset Search Box


o Search for devices via serial number
Asset Transation Data Box
o Stock Room Location field
o Activity Date field
o CE Name field
o SRMS Call Number field
o ITSM Reference Number field
Asset Data Search Selection Box
o Not selectable at this time
Device Card
o Serial Number (changeable)
o Computer Name (changeable)
o Model (changeable)
o Status (changeable)
o User Login ID (changeable)
o CE Comments (changeable)
Upload Button
o To load data into Asset Management verification queue in
AssetTrack

AssetTrack Demo Videos


The following videos will give you an example of using the AssetTrack system.
Example 1: Collecting device from a user
https://youtu.be/5kA2yz9RniQ
Example 2: Installing device for a user
https://youtu.be/QoTgSgU01Oc
Example 3: Receiving Rolling Refresh Device
https://youtu.be/ab5H3uK404s
Example 4: Receiving BAU IMACD Device
https://youtu.be/U4fiarkUnM4
Example 5: Receiving GLS Break and Fix Device
https://youtu.be/Z1s-TLcSYdM
Example 6: Stock Audit Monthly Audit (Conducted using a USB Scanner
attached to a laptop)
https://youtu.be/qDfnehjIfko
Example 7: Stock Audit Break and Fix stock
https://youtu.be/it2vxJoOLnA
Asset Statuss can be found later on in this document in the Completion of Audit
SRMS calls section.

What is my AssetTrack Account?


You will receive an email containing your AssetTrack login account details. This is
typically formatted as the first 8 characters of your surname and the first letter
of your firstname.

How do I change my AssetTrack Password?


Currently this option is not yet live in the AssetTrack tool. Please make sure to
keep your password safe.

What do I do if I loose my AssetTrack Password?


You will need to email AssetTrackSupportUni@unisys.com and provide them with
your AssetTrack username. Ask them to reset your password, they will process
and return a new password to you via email.

What devices are stored within AssetTrack


The following types of devices are stored in the AssetTrack system:

Desktop Computers
Laptop Computers
Windows OS Tablets
Apple iPad Tablets

User names not found in AssetTrack


An issue has been raised by some engineers that occasionally a Unilever user is
not found inside of the AssetTrack system, this has prevented them from logging
asset transactions or logging asset transactions incorrectly.
The reason behind the missing users is due to the following:
Unilever have only agreed to transfer Online users from ITSM Remedy into
AssetTrack, meaning that any user account that has their profile status as
Offline will not be found in AssetTrack. This is being addressed to Unilever by
the Asset project team, but in the mean time you will need to use a work around.
Example of an Offline user within ITSM Remedy:

Offline User Work Around


To work around this problem for the time being, you will need to locate the user
on the Unilever internal homepage (inside.unilever.com) and then obtain the
users line manager name:

Enter this user into AssetTrack and add comments into the CE Comments field
advising the name of the user the device is being handed to. The asset validation
team will then filter these entries and attempt to resolve before submitting into
the Unilever CMDb.

Asset Updates at the BSC desk


Whilst BSC engineers are engaged in BSC support, you should always have
AssetTrack loaded on your machine. This is so you can always check Asset
details within AssetTrack whilst you are providing service to the end user.
You will need to use the IMACD Actions form to submit asset transactions, as an
SRMS number is required to allow you to submit the form, please enter
00000000 (8 zeros). You will also need to use INC000000000000 (15 characters)
as the ITSM Reference number. This will help identifiy updates that have come
from the BSC.

Asset Procedures
Receiving Stock:
Please review the following presentation on receiving stock at Unilever:
https://xnet.unisys.com/sites/GMSFieldOpsSupport/Unilever2015/Documents/IMA
C/Process%20Flows/Recieve%20Stock%20Process.pptx

Details Step by Step:


1. Receive SRMS ticket for Receive NEW GLS B&F Order or BAU (IMACD)
Stock
a. Notes will indicate for which purposes the order was place including
PO number if applicable. Instructions will also be placed into the
SRMS Please check SRMS Notes
2. Contact Site mail room / shipping bay to confirm delivery of devices (use
link below)
a. Unilever Stock Info List
b. Obtain contact details from list, i.e.:

3. After confirmation of delivery, attend mail room / shipping location,


confirm number of boxes matches number of devices listed on your SRMS
call(s), collect stock from mail room / shipping bay and return to secure
stock room.
a. If the PO number on the boxes matches EB proceed to processing
BAU (IMACD) Stock
b. If the PO number on the boxes matches ES proceed to processing
GLS B&F Stock
c. If the PO number on the boxes matches ER proceed to processing
Rolling Refresh Stock
d. If the PO number on the boxes do not match EB or ES, the notes
on the SRMS will indicate the purposes of the receive stock SRMS
and what should be processed.

Processing BAU (IMACD) Stock Arrivals New Hardware Orders from OEM
1. Receive SRMS from Stock Team
2. Navigate to AssetTrack Website
a. URL https://algnatprod.ito.unisys.com/ProdUnileverATClient
b. Enter Partner Server:
https://algnatprod.ito.unisys.com/ProdUnileverATAPI when prompted
c. Choose IMACD Actions form:

d. Populate the following fields on the left hand of the screen:


i. SRMS Call Number
1. Using SRMS number for your call
ii. ITSM Reference Number
1. Using the Client ref for you call if you do not have one
please enter INC000000000000
iii. CE Name
1. Enter your name (First name Surname)
iv. Activity Date
1. Date of asset transaction being performed

e. Scan each device box you have received and populate the required
fields:
i. Computer Name (copy and paste Serial Number into this cell)
ii. Model
iii. Status = In Inventory
iv. Site = Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you are on,
i.e.:

f.

Upload data into AssetTrack by clicking on the orange upload button

g. After upload you will see the following icon:

h. If the upload has failed, you should try again, if it fails you will need
to follow the manual upload process.
3. Devices should be stored within the box they arrived in.
4. If NO DOA or Defective Devices are found, close down SRMS ticket via your
regional methods.
a. If DOA or Defective Devices are found during the check of devices:
i. If you are in an ASP Country and you are trained on the
device and the device is still within its OEM Warranty, use the
Warranty PARTO process listed in your Hardware Management
Guide.
ii. If you are in a non ASP Country, then you must call into L2
LifeLine and ask them to help you triage the device with the
OEM.
iii. Whilst awaiting the part or OEM Engineer, place the device(s)
into your Work In Progress Stock location in your stock room.
Once the part has been replaced, place the device into your
BAU (IMACD) stock location.
iv. Any devices found to be DOA will need to be set to In
Repair in AssetTrack and comments added the CE
Comments field of Device is DOA, replacement parts being
ordered
Processing GLS B&F Stock Arrivals
1. Receive SRMS from Stock Team
2. Navigate to Asset Track Website
a. URL https://algnatprod.ito.unisys.com/ProdUnileverATClient
b. Partner Server: https://algnatprod.ito.unisys.com/ProdUnileverATAPI
c. Choose IMACD Actions form:

d. Populate the following fields on the left hand of the screen:


i. SRMS Call Number
1. Using SRMS number for your call
ii. ITSM Incident Number
1. Using the Client ref for you call if you do not have one
please enter INC000000000000
iii. CE Name
1. Enter your name (First name Surname)
iv. Activity Date
1. Date of asset transaction being performed

e. Scan each device you have received and populate the required
fields:
i. Computer Name (copy and paste Serial Number into this cell)
ii. Model
iii. Status = Reserved-Reserved for SWAP
iv. Site = Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you are on,
i.e.:

f.

Upload data into AssetTrack by clicking on the orange upload button

g. After upload you will see the following icon:

h. If the upload has failed, you will need to follow the manual upload
process.
3. Open
a.
b.
c.

the Inventory Label Data Source Spreadsheet


Populate OEM Name Row with: Dell, Lenovo, HP or Microsoft
Populate Model Row with the model name of each device
Populate Unit Serial Number with the serial number (service tag) of
each device
d. To populate the Unisys Part Number row, use the Unisys part
numbers referenced in the Receive GLS B&F stock SRMS you are
processing. This will be displayed like:
i. 4 x OptiPlex 7020 (UN30002900)
1. UN numbers are the Unisys part numbers assigned to
devices in GLS.
e. Populate Rack and Shelf row with the rack and shelf number of your
WIP GLS stock location (setup when stock room was setup)
f. Save Inventory Label Data Source spreadsheet to your computer
and close excel

Example:
OEM
Name
Dell
Dell
Dell
Dell

Model
Dell Latitude E7240
NON-TOUCH
Dell Latitude E7240
NON-TOUCH
Dell Latitude E7440
Hi Spec
Dell Latitude E7440
TOUCH 128 GB

Unit Serial
Number
37JCVZ1

Unisys Part
number
UN 300030 00

Rack and Shelf

59JCVZ1

UN 300030 00

BSC01 G01S06

7Z9FM12

UN 300038 00

BSC01 G01S05

34VVG12

UN 300039 00

BSC01 G01S05

BSC01 G01S06

4. Open the Unilever Label Mail Merge document and follow instructions in
there.
5. Print the GLS Labels that have been created by the mail merge document
and stick onto your GLS B&F Stock boxes.
6. Email the Inventory Data Label Source file to SelectSupport@unisys.com
a. Subject Line: Received new GLS B&F Stock at Site <Enter Unilever
Site Name>
7. Devices should be stored within the box they arrived in.
8. If NO DOA or Defective Devices are found, close down SRMS ticket via your
regional methods.
a. If DOA or Defective Devices are found during the check of devices:
i. If you are in an ASP Country and you are trained on the
device and the device is still within its OEM Warranty, use the
Warranty PARTO process listed in your Hardware Management
Guide.
ii. If you are in a non ASP Country, then you must call into L2
LifeLine and ask them to help you triage the device with the
OEM.

iii. Whilst awaiting the part or OEM Engineer, place the device(s)
into your Work In Progress Stock location in your stock room.
Once the part has been replaced, place the device into your
BAU (IMACD) stock location.
iv. Any devices found to be DOA will need to be set to In
Repair in AssetTrack and comments added the CE
Comments field of Device is DOA, replacement parts
being ordered
Processing Rolling Refresh Stock Arrivals New Hardware Orders from OEM
1. Receive SRMS from Stock Team
2. Navigate to AssetTrack Website
a. URL https://algnatprod.ito.unisys.com/ProdUnileverATClient
b. Partner Server: https://algnatprod.ito.unisys.com/ProdUnileverATAPI
c. Choose IMACD Actions form:

d. Populate the following fields on the left hand of the screen:


i. SRMS Call Number
1. Using SRMS number for your call
ii. ITSM Incident Number
1. Using the Client ref for you call if you do not have one
please enter INC000000000000
iii. CE Name
1. Enter your name (First name Surname)
iv. Activity Date
1. Date of asset transaction being performed

e. Scan each device box you have received and populate the required
fields:
i. Computer Name (copy and paste Serial Number into this cell)
ii. Model
iii. Status = Reserved-Reserved for Refresh
iv. Site = Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you are on,
i.e.:

f.

Upload data into AssetTrack by clicking on the orange upload button

g. After upload you will see the following icon:

h. If the upload has failed, you will need to follow the manual upload
process.
3. Devices should be stored within the box they arrived in.
4. If NO DOA or Defective Devices are found, close down SRMS ticket via your
regional methods.
a. If DOA or Defective Devices are found during the check of devices:
i. If you are in an ASP Country and you are trained on the
device and the device is still within its OEM Warranty, use the
Warranty PARTO process listed in your Hardware Management
Guide.
ii. If you are in a non ASP Country, then you must call into L2
LifeLine and ask them to help you triage the device with the
OEM.
iii. Whilst awaiting the part or OEM Engineer, place the device(s)
into your Work In Progress Stock location in your stock room.
Once the part has been replaced, place the device into your
BAU (IMACD) stock location.
iv. Any devices found to be DOA will need to be set to In
Repair in AssetTrack and comments added the CE
Comments field of Device is DOA, replacement parts being
ordered

Moving Stock (From one Unilever Site to another) Sending Stock


This is to be used when you are asked to move one or more of your BAU (IMACD)
Stock devices to another location.

Details Step by Step:


1. Receive SRMS ticket for MOVE BAU (IMACD) Stock
a. SRMS Problem Detail will inform you of the location to move the
device(s) to and what models should be moved.
b. Select devices that are in a known good working state
i. If sending to a non-stock location (i.e. not a BSC site)
the devices must be pre-built.
1. COMING SOON A new tool that will allow you to
rename devices in a safe and controlled fashion.
Allowing you to assign devices build for your
location to another location.
c. Box devices up, using packing materials provided by Unilever
d. Obtain Unilever Address & Local Cost Centre from: Unilever Site List
e. Print out Unilever address information, package(s) should be
addressed to Unisys IT Engineer
f. Take device(s) to local mail room and provide them with:
i. Address of Unilever Location
ii. Local Cost Centre (if required)
iii. Youre Contact Details (for failed delivery, tracking etc.)
2. Navigate to AssetTrack Website
a. URL https://algnatprod.ito.unisys.com/ProdUnileverATClient
b. Enter Partner Server:
https://algnatprod.ito.unisys.com/ProdUnileverATAPI when prompted
c. Choose IMACD Actions form:

d. Populate the following fields on the left hand of the screen:


i. SRMS Call Number
1. Using SRMS number for your call
ii. ITSM Reference Number
2. Using the Client ref for you call if you do not have one
please enter INC000000000000
iii. CE Name
1. Enter your name (First name Surname)
iv. Activity Date
1. Date of asset transaction being performed

e. Scan each device box you have received and populate the required
fields:
i. Computer Name (copy and paste Serial Number into this cell)
ii. Model of device being move (searchable field)
iii. Status = Transferred
iv. Site = Unilever GMRDR Number for the location you are
sending the device to (not your site) | Search for the
Unilever site name and click on the one that matches the site
you are sending to, I.E.:

f.

Upload data into AssetTrack by clicking on the orange upload button

g. After upload you will see the following icon:

h. If the upload has failed, you should try again, if it fails you will need
to follow the manual upload process.
9. Close down SRMS ticket with SLA Code 29 via your regional methods,
report that devices have been dropped off at local mail room.

Moving Stock (From one Unilever Site to another) Receiving Stock


This is to be used when you are asked to receive one or more of your BAU
(IMACD) Stock devices from another location. SRMS Problem Detail will contain
where the device(s) are coming from, along with the Work Order (WO) numbers
assigned to the tasks requiring them, Example:
RECEIVE 9* E7450 LAPTOPS FROM LHD FOR WO0000001157871 (UN30003001), <user
name>, <site>

Details Step by Step:


1. Receive SRMS call
a. IF DISPATCH LOCATION: Contact end user mentioned in the SRMS
call, if no user contact details you will need to find the stock
contact details for the location. This can be found on the Unisys
Support SharePoint. Contact site stock room person to confirm
delivery of devices Unilever Stock Info List
i. Obtain contact details from list, i.e.:

i. Confirm device has been received:


ii. If device(s) have not been received, you will need to set
the SRMS call to INCOMPLETE using code P1
iii. If the device(s) have been received, COMPLETE the SRMS
call with code 29. This will allow the stock team to then
release the Install and Configure task to Field Services
(meaning you will receive an Install SRMS call)
b. IF MANNED LOCATION:
i. Navigate to AssetTrack Website
1. URL
https://algnatprod.ito.unisys.com/ProdUnileverATClient
ii. Enter Partner Server:
https://algnatprod.ito.unisys.com/ProdUnileverATAPI when
prompted
1. Choose IMACD Actions form:

iii. Populate the following fields on the left hand of the screen:
1. SRMS Call Number
a. Using SRMS number for your call
2. ITSM Reference Number
a. Using the Client ref for you call if you do not
have one please enter INC000000000000
3. CE Name
a. Enter your name (First name Surname)
4. Activity Date
a. Date of asset transaction being performed

c. Scan each device box you have received and populate the required
fields:
i. Computer Name (copy and paste Serial Number into this cell)
ii. Model of device being move (searchable field)
1. Status = In Inventory for BAU IMACD Stock
received
2. Status = Reserved-Reserved for SWAP for GLS
B&F Stock received
3. Status = Reserved-Reserved for Refresh for
Rolling Refresh Stock received
iii. Site = Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you are on,
i.e.:

d. Upload data into AssetTrack by clicking on the orange upload button

e. After upload you will see the following icon:

f.

If the upload has failed, you should try again, if it fails you will need
to follow the manual upload process.
g. Close down SRMS ticket with SLA Code 29 via your regional
methods, report that devices have been dropped off at local mail
room.

Completion of any SRMS (IMACD and INCIDENT)


Unisys engineers are required to update the asset system per their regional
processes for each SRMS ticket that is completed. This allows the stock team to
keep the Unilever Asset Database as up to date as possible.
Each IMACD type is documented in detail in the Unilever DSS CE Guide
*IF THERE IS A VALID REASON WHY NO ASSET INFORMATION IS BEING
PROVIDED AT CALL CLOSURE, PLEASE MAKE SURE TO ADD A NOTE AND
EXPLAIN WHY*

Details Step by Step:


1. Handle SRMS call, upon completion of SRMS, click the IMACD button to
launch AssetTrack
2. Navigate to AssetTrack Website
a. URL https://algnatprod.ito.unisys.com/ProdUnileverATClient
b. Enter Partner Server:
https://algnatprod.ito.unisys.com/ProdUnileverATAPI when prompted
c. Choose IMACD Actions form:

d. Populate the following fields on the left hand of the screen:


i. SRMS Call Number
1. Using SRMS number for your call
ii. ITSM Reference Number
1. Using the Client ref for you call
iii. CE Name
1. Enter your name (First name Surname)
iv. Activity Date
1. Date of asset transaction being performed
v. Site = Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you are on.

e. Populate the required fields:


i. Serial Number of device
ii. Computer Name - Please make sure to use the Unilever
Machine naming convention:
1. <SITECODE><STYLE><OS><SERIALNUMBER>
a. I.E PSLWW89KZJ132
b. PSL = Port Sunlight Office and Factory
c. W = Workstation
d. W8 = Windows 8.1
e. 9KZJ132 = Machine Serial Number
iii. Model (Searchable field)
iv. Status = Dependent on service call you have carried
out, review status codes here
v. User LoginID = Search for the users domain name, i.e. tom.
Powell
1. If you are returning a device from a user back to In
Inventory remove the users name by clicking on the
X.

vi. Site = Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you are on,
i.e. :

f.

Upload data into AssetTrack by clicking on the orange upload button

g. After upload you will see the following icon:

h. If the upload has failed, you should try again, if it fails you will need
to follow the manual upload process.
i. Close down SRMS ticket via your regional methods, report that
devices have been dropped off at local mail room.

Completion of Audit SRMS calls (UL1-SK)


Unisys engineers at stock locations (manned) will be required to audit their stock
rooms once per month. This is required to be carried out within the first 3
working days of a new month. The stock management team will raise these
SRMS calls for you.
It is advisable for locations that hold large amounts of stock to conduct audits
using a USB scanner attached to a laptop. Allowing the scanner to scan devices
inside of their boxes.
If you have not received an SRMS for an audit within the first 3 days of a new
month please email UnileverStockManagementFunction@unisys.com and ask
for one to be created.

Details Step by Step:


Please note that the audit must consist of the following types of
devices:

Desktops
Laptops
Tablets (Windows OS)
iPads (for locations supporting the Managed Tablet Service) this
is not mobile device management

2. Receive SRMS Stock Audit call


3. Navigate to AssetTrack Website
a. URL https://algnatprod.ito.unisys.com/ProdUnileverATClient
b. Enter Partner Server:
https://algnatprod.ito.unisys.com/ProdUnileverATAPI when prompted
c. Choose Audit Storage form:

d. Populate the following fields on the left hand of the screen:


i. Stock Room Location
1. Unilever GMRDR Number | Search for the Unilever site
name and click on the one that matches the site you
are on.
ii. Activity Date
1. Date of asset transaction being performed
iii. CE Name
1. Enter your name (First name Surname)
iv. SRMS Call Number
1. Using SRMS number for your call
v. ITSM Reference Number
1. Using the SRMS Client ref for you call if you do not
have one please enter INC0000000STOCK

e. Scan each device you have in stock and populate the required
fields:
i. It is recommended to audit each section of your stock room
at a time
ii. This will mean the correct asset status will be selected for the
different types of stock you have in your store room.

f. BAU IMACD Stock


i. Serial Number
ii. Computer Name (copy and paste Serial Number into this cell)
iii. Model = Model Type of Device (searchable field)
iv. Status = In Inventory
v. Upload data into AssetTrack by clicking on the orange upload
button
g. GLS B&F Stock
i. Serial Number
ii. Computer Name (copy and paste Serial Number into this cell)
iii. Model = Model Type of Device (searchable field)
iv. Status = Reserved-Reserved for SWAP
v. Upload data into AssetTrack by clicking on the orange upload
button
h. Rolling Refresh Stock
i. Serial Number
ii. Computer Name (copy and paste Serial Number into this cell)
iii. Model = Model Type of Device (searchable field)
iv. Status = Reserved-Reserved for Refresh
v. Upload data into AssetTrack by clicking on the orange upload
button
i. After each upload you will see the following icon:

j.

If the upload has failed, you should try again, if it fails you will need
to follow the manual upload process.

4. Where possible, devices should be stored within the box they


arrived. So external service tag can be scanned. You must not
swap devices between boxes, if you do, REMEMBER to block out
the barcode to prevent incorrect scanning.
5. Close down SRMS ticket with SLA Code 31 via your regional methods,
report that devices have been dropped off at local mail room.

Unrecoverable Assets
In case a Collection Equipment SRMS is logged and the user is no longer in
Unilever, please inquire with both the requester and the line manager of the
user. If the asset is still unrecoverable, Please complete the SRMS by changing
the asset to Missing Removed status within the IMACD Actions form and in
the CE Comments field type unrecoverable asset this so the assets that are
unrecoverable can be easily picked out in reporting and username/owner can be
reported, so the information on whereabouts can be obtained via Unilever HR or
ADAM Stream.
You can typically find the users machine name and their serial number by looking
in the ePO reports that are posted on our SharePoint: ePO Data :

Select current year folder

Select latest SCCM or ePO report, view is configured to have the latest modified
files at the very top.

Search through data to find required information. Then enter into AssetTrack.

Managed Tablets
iPads that are deployed under the managed tablet service should also be
recorded via AssetTrack. The IMEI field should be used for the Serial Number and
Computer Name fields.

AssetTrack Manual Form


If the AssetTrack system is not allowing you to upload via the website, you must
complete the linked to AssetTrack Template and sent to:
UnileverStockManagementFunction@unisys.com
Subject is required to be: Manual Asset Upload <SITE NAME> < SRMS Number>
Date must be formatted in US Date format MM/DD/YYYY

Appendix A: AssetTrack Scenarios


Placing equipment In Inventory
This places a new machine into a sites specific inventory for use at a later date
Log into Asset Track with your account
details

From the selection screen on the Left


select IMACD ACTIONS
Within the Search Box (upper left
corner), enter the serial number of the
machine you are placing In Inventory
Click on the Magnifying glass to
search for all available records
You will hear a tone and the results
will appear on the right of the screen
Click anywhere on the results screen
to edit the information

The screen will change showing the


currently held data, including the
machines current Status

Click on the status of the machine and


change to In Inventory from the drop
down list that appears

The Status will change once selected

Enter the details required on the left


of the screen by clicking each erea,
ensure all fields are completed
correctly, and select the date when
the machine was physically placed
into in inventory, from the calendar
pop up that appears

Warning!
If you try to update the log without
filling in the required fields on the left,
the following error message will be
displayed, preventing you from
continuing

Once Complete and checked, click the


update symbol on the lower right side
of the screen
When clicked and the information
entered correctly a tone will be heard
and a brief confirmation displayed in
the lower left corner
The above actions can be repeated for further equipment status changes
Multiple serial numbers can be entered into the search box under one SRMS
call
When finished to log out of
AssetTrack, click the menu
and select Sign Out

, top left

Swap Scenario
Replacing one machine in deployed status with another, (remember to place the
old machine into the correct status, dependant on the reason for swap)
Log into Asset Track and access
the IMACD ACTIONS
Within the Search Box (upper
left corner), enter the serial
number of the machine you
are removing from the user
Click on the Magnifying glass
to search for all available records
The details of the machine will
be displayed on the right of the
screen

Click anywhere on the details screen to change the information


Change the Status of the
machine to the status required
i.e. In Repair this is for when
swapping due to hardware
failure.
Check the site location is correct,
if not please update.

Update the information on the


left screen regarding the Call
information (refer to SRMS call or
SRMS Template - UWT), ensure
you include the engineers name
and the date the activity was
completed

Once Complete and checked,


click the update symbol on the
lower right side of the screen
A tone will be heard confirming
the update is completed and a
brief message displayed lower
left
Next Enter the replacement
(new) machines serial
number into the search box and
press the magnifying glass to
continue
The details of the machine will appear, click on this screen to edit the
information
Add / Confirm the device
computer name

Click on status and change from


current status Reserved for
swap to Deployed

Click on the User LoginID Box,


and in the search box that
appears, upper right corner,
enter the domain name of the
user its being assigned to, click
the
to continue
The users name will appear in
the records
Ensure the site location is correct
And enter a comment in english
stating the actions you have
undertaken

Ensure the Call update


information on the left of the
screen is completed
With SRMS No, ITSM reference,
and engineers name and activity
date,
(information found in SRMS Call
or SRMS Template)

Once Complete and checked,


click the update symbol on the
lower right side of the screen
A tone will be heard confirming
the update is completed and a
brief message displayed lower
left
The action is now completed

Machine Refresh Scenario


Replacing an old machine with a new unit, updating the old machine records to
say End of Life awaiting wipe
Log into Asset Track and access the
IMACD ACTIONS
Enter serial number of the machine to
be replaced into the search box and
press the
When the details appear on the right
click on the status of the machine and
set to End of Life-Waiting for Wipe
Ensure the site details have been set
to the site that will be handling the
wipe/storage of the machine

Ensure the Call update information on


the left of the screen is completed
with SRMS No, ITSM reference, and
engineers name and activity date,
(information found in SRMS Call or
SRMS Template)

Once Complete and checked, click the


update symbol on the lower right side
of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left
Enter serial number of the new
machine into the search box and
press the

Add / Confirm the device computer


name

Changed the status from Reserved to


Deployed
Enter the new users domain name (via
search box top right)
Ensure the site details are correct
Update the comments box with
actions taken

Ensure the Call update information on


the left of the screen is completed
With SRMS No, ITSM reference, and
engineers name and activity date,
(information found in SRMS Call or
SRMS Template)

Once Complete and checked, click the


update symbol on the lower right side
of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

When finished to log out of


AssetTrack, click the menu
and select Sign Out

, top left

Device Wipe
The following scenario, opens the records for a machine that has been held for
wipe with the status End of Life-Waiting for Wipe with End of Life Wiped
Log into Asset Track and access the
IMACD ACTIONS
Log into Asset Track and then search
for the machine using the search box,
use the information provided in the
SRMS call for the machine with a task
action of Wipe
Confirm the details in AT match the
information in the SRMS call before
clicking on the details screen

Once you have confirmed the machine


matches the call, click on the screen
and then click on the current status,
and change it to End of Life Wiped
Check the Site location for the
machine
If incorrect click on the site name and
a search box will open upper right
corner, enter the correct site name
and click on the
The search will display all sites
starting with the name you entered
below the search box
Click on the correct site name and the
records will update
Enter actions taken into the
comments box before continuing

Update the call information on the left


of the screen with information from
the SRMS call or SRMS Template
(UWT)
Ensure you enter the CE name
And the actual activity date of the
task

Once Complete and checked, click the


update symbol on the lower right side
of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left, if more
machine wipes require updated repeat
steps above or continue below
When finished to log out of
AssetTrack, click the menu
, top left
and select Sign Out

Correcting Serial Number


The next scenario details how to change a incorrect Serial Number, of a machine
within Unilever
Log into Asset Track, click on the
IMACD ACTIONS and then search for
the machine by serial number
provided, using the search box upper
left corner
Once the machine has been located,
check the information contained in the
details screen against those in the
SRMS call, and then click anywhere on
the details screen to amend the
incorrect details

Click on the Incorrect Serial number


and delete the information
Replace this information with the
correct details
Ensure an action is placed in the CE
Comments box
Update Computer name if serial number has changed
If this is the only record to amend,
ensure the call update screen on the
left is completed with details from the
SRMS Call or SRMS Template (UWT),
before updating the record

Once Completed and checked, click


the update symbol on the lower right
side of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

Correcting Computer Name


The next scenario details how to change a incorrect Computer Name, of a
machine within Unilever
Log into Asset Track, click on the
IMACD ACTIONS and then search for
the machine by serial number
provided, using the search box upper
left corner
Once the machine has been located,
check the information contained in the
details screen against those in the
SRMS call, and then click anywhere on
the details screen to amend the
incorrect details Computer Name

Click on the Computer Name, delete


the details in the record

Replace with the correct information


(Check SRMS Call or Template UWT)

Ensure the Site location is correct, the


user details and the status of the
machine
Ensure to update the CE Comment
box with the actions taken Updated
Computer Name

Ensure the Call information on the left


is updated with the details from the
SRMS Call or SRMS Template (UWT),
before updating the records

Once Completed and checked, click


the update symbol on the lower right
side of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

Correct Model Name


The following Scenario updates the held model information for machine deployed
within Unilever
Log into Asset Track, click on the
IMACD ACTIONS and then search for
the machine by serial number
provided, using the search box upper
left corner
Once the machine has been located,
check the information contained in the
details screen against those in the
SRMS call, and then click anywhere on
the details screen to amend the
incorrect details Model

Click on the current model description

In the search box that appears (top


right), enter the details of the
machine listed in the call ThinkPad
X240 and click on the
From the details provided slect the
correct model type for the machine

The details will automatically update


in the maind records screen
Ensure the other details in the screen
are correct, Site location, user name,
machine status
And update the CE comments box
with the actions taken Updated Model
Information

Ensure the call information screen on


the left is updated before continuing

Once Completed and checked, click


the update symbol on the lower right
side of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

Change User
The following scenario explains how to change the active user of a machine
within Unilever
Log into Asset Track, click on the
IMACD ACTIONS and then search for
the machine by serial number
provided, using the search box upper
left corner
Once the machine has been located,
check the information contained in the
details screen against those in the
SRMS call, and then click anywhere on
the details screen to amend the
incorrect details User LoginID

Click on the User LoginID box and the


search box will appear top right of
screen
Enter the domain name of the new
user and click
Select the correct user for this
machine from the displayed results
The main screen records will update
automatically showing the new User

Enter an action in the CE comments


box Updated User Information

Ensure the call information is updated


on the left screen before continuing

Once Completed and checked, click


the update symbol on the lower right
side of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

Machine Move
In this scenario, we will move the location of a machine from one site to another
within Asset Track
Log into Asset Track, click on the
IMACD ACTIONS and then search for
the machine by serial number
provided, using the search box upper
left corner
Once the machine has been located,
check the information contained in the
details screen against those in the
SRMS call, and then click anywhere on
the details screen to amend the
incorrect details Site

Click on the Site box and the search


box will appear top right of screen
Enter the Location of the new site and
click
Select the correct Site for this
machine from the displayed results

The main screen records will update


automatically showing the new User
Enter an action in the CE comments
box Updated Site Location

Ensure the call information is updated


on the left screen before continuing

Once Completed and checked, click


the update symbol on the lower right
side of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

Deploy a Machine
In this scenario we will deploy a unit to a user at a specific location within Asset
Track
Log into Asset Track, click on the
IMACD ACTIONS and then search for
the machine by serial number
provided, using the search box upper
left corner
Once the machine has been located,
click anywhere on the details screen
to begin deployment

From the SRMS Call or SRMS Template (UWT) Confirm the user, and the site
location, then follow the steps below
1, click on the user LoginID and in the
search box, enter the new users
domain name and click
,select the
user from the displayed results
2, Click on the Site, and in the search
box enter the new site location and
press
From the displayed results click on the
correct site
3, Change status to Deployed

Then update the CE Comments box


with the actions taken Deployed
Unit

Update the call infomration box with


details from the SRMS Call or SRMS
Template (UWT)

Check the amended details in the call


before progressing further.

Once Completed and checked, click


the update symbol on the lower right
side of the screen
A tone will be heard confirming the
update is completed and a brief
message displayed lower left

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