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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
Author/editor
Description of Change
Date
1.0
Tom Powell
Initial draft
14/06/2015
1.1
Tom Powell
17/06/2015
1.2
Tom Powell
13/10/2015
1.3
Tom Powell
19/10/2015
1.4
Tom Powell
25/10/2015
Role
Name
Date
Author
Tom Powell
19/10/2015
Reviewer
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
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.
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.
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
SRMS
Call
Closure
https://xnet.unisys.com/sites/GMSFi
eldOpsSupport/Unilever2015/Docu
ments/SRMS%20and%20Asset
%20Information/SRMS%20Call
%20Closure.docx
Assets
Returned
with an
SRMS
https://xnet.unisys.com/sites/GMSFi
eldOpsSupport/Unilever2015/Docu
ments/SRMS%20and%20Asset
%20Information/Assets
%20Returned%20without
%20SRMS.docx
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
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)
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
Missing - Removed
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).
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.
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)
10.Click on Add and scroll down in Websites List to ensure its present
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.
Asset
Asset
Asset
Asset
Asset
Swaps
Installs
De-Installs
Moves
Touches (any time you look at an asset for a user)
Stock Audits
Receive stock from OEMs (New devices)
Receive stock from another Unilever location
Desktop Computers
Laptop Computers
Windows OS Tablets
Apple iPad Tablets
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 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
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:
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.
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:
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.
h. If the upload has failed, you will need to follow the manual upload
process.
3. Open
a.
b.
c.
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
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:
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.
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
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.
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.
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.:
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.
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.
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.
Desktops
Laptops
Tablets (Windows OS)
iPads (for locations supporting the Managed Tablet Service) this
is not mobile device management
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.
j.
If the upload has failed, you should try again, if it fails you will need
to follow the manual upload process.
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 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.
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
, 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
, 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
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
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
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