Mobile app
13 min
role asset administrator ivanti neurons for itam (drop #22 and above) supports the use of the ivanti neurons for itsm & itam mobile app to track existing hardware assets use the app to scan asset barcodes, edit record details, apply a range of quick actions, and then sync those updates with the database as of the latest version, you can also take delivery of hardware assets that are part of a purchase order for details, see procurement docid 5y6ijsgccb zcicdylsm by default, supported asset types include computer, mobile device, general asset, peripheral device, and infrastructure (not consumables) to add support for other asset types, the asset administrator must first configure forms for them for details, see the ivanti neurons for itsm help topic creating a form https //help ivanti com/ht/help/en us/ism/2021/admin/content/configure/forms/creatingforms htm?highlight=creating%20a%20form this app is for use with existing asset records you cannot use it to scan hardware assets into the database for the first time an exception to this is if you're using the app to take delivery of assets that are line items of an existing purchase order you can scan the barcodes of these new assets because as part of a purchase order, they already exist in the database as template records (which act as placeholders for the newly scanned data) for details, see procurement docid 5y6ijsgccb zcicdylsm which barcodes can be scanned? the app supports these barcode types linear formats codabar, code 39, code 93, code 128, ean 8, ean 13, itf, upc a, upc e 2d formats aztec, data matrix, pdf417, qr code unsupported barcodes 1d barcodes with only one character barcodes in itf format with fewer than six characters barcodes encoded with fnc2, fnc3, or fnc4 qr codes generated in the eci mode setting up the app the app is for use in an environment where both ivanti neurons for itsm and itam are installed ( not an itam only environment) it works on both android and ios based smartphones the app consists of two parts that you need to set up before using the tenant software, which the asset administrator needs to download onto each tenant to be accessed via the app download the latest version from the ivanti marketplace https //marketplace ivanti com/xchange/64b5b48e2ee9d6e08c3e6724/solution/663de12e08c3a438dc77611d it's recommended that you first test this package on a staging server before using it in a production environment in addition, ensure that each app user is assigned the mobile asset manager user role ( not the asset mobile role) the smartphone software, which each app user needs to download onto their phone from the google play store here https //play google com/store/apps/details?id=com ivanti sm (android) or the apple app store here https //apps apple com/us/app/ivanti service manager/id1358598239 (ios) scanning the procedures in this section are written for the android based version of the app, but the general information works for the ios version as well with each scan, the app enables you to pull up an existing asset record to edit the details and apply a range of quick actions by default, supported actions include assigning assets to a new location, user, or financial owner; checking assets into a storage space; transferring assets as stock to a new location; and creating a new incident related to the asset if the app is idle for too long or is simply closed, it will require you to log in again to disable the qr code feature by default, the icon displays for users assigned the mobile asset manager role, enabling them to scan a qr code to obtain the tenant url asset administrators can disable this feature if needed log in as asset administrator click the icon in the menu bar at the top of any workspace the configuration console displays in a new browser tab in the left navigation pane, expand build > global constants at the top of the list, click add to add a new global constant name the global constant mobiletenanturlqrcode with a value of false and type of boolean click save now, when a mobile asset manager user logs into itam (or mobile analyst or self service mobile user logs into ivanti neurons for itsm), the icon will not display to display the icon again, simply change the value of this global constant to true and save the change troubleshooting here are a few tips if you're having problems using the app asset tag field required the app requires that the asset tag field be present in the hardware assets workspace if the asset tag field was previously deleted for any reason, the asset administrator must recreate it to prevent an error message when users are updating the scan log to recreate the asset tag field log in as asset administrator click the icon in the menu bar at the top of any workspace the configuration console displays in a new browser tab in the left navigation pane, expand build > business objects search for and open the ci (hardware assets) business object click fields , then click add new for field type, click text the original asset tag field details are as follows field type unicode text text length variable, max 255 field attributes nullable , stored , and full text indexed click save when finished quick actions field match fields in hide in ui when or disable in ui when when must be present in the mobile asset manager grid layout edit layout ci (hardware assets) > layouts > mobileassetmanager asset defaultlayout > gridview if the defaults for the expressions or layout have been customized in a way that the fields no longer match, the asset administrator must update the settings in the configuration console to edit quick action expressions log in as asset administrator from the hardware assets workspace > more drop down menu (top right of the page), click edit actions to open the configuration console in the left navigation pane, expand lifecycle and select one of the app quick actions, such as assign to user click the edit button at the top of the page, then edit the hide in ui when or disable in ui when expressions as needed (located at the bottom right of the page) for more details about editing expressions, see the ivanti neurons for itsm help topic about expressions https //help ivanti com/ht/help/en us/ism/2021/admin/content/reference/expressions/expressions htm?highlight=about%20expressions to edit the mobile asset manager layout / grid view log in as asset administrator click the icon in the menu bar at the top of any workspace the configuration console displays in a new browser tab in the left navigation pane, expand build > business objects search for and open the ci (hardware assets) business object click layouts at the top of the page, then scroll down the list and click mobileassetmanager asset defaultlayout under views in this layout, click gridview , then edit the fields as needed for more details about editing a layout, see the ivanti neurons for itsm help topic using layouts https //help ivanti com/ht/help/en us/ism/2021/admin/content/configure/layouts/layouts htm?highlight=using%20layouts scanned locations must match those in the database to prevent an error message when users are updating the scan log, the app requires that the locations of all scanned assets match the names of those same locations currently in the database asset administrator and asset manager user roles can update the location names in the database do so from the locations workspace select all records in the list view and click update full name editing the barcode look up fields asset administrators have the option of editing the barcode look up fields that the app uses to identify scanned assets by default, the serial number and asset tag are scanned an easy way to edit these fields is to use the procedure below, where you can access the look up fields via a saved search in the hardware assets workspace the guidelines for look up fields are these look up fields should match the fields currently defined for the scan log workspace by default, these fields are asset tag and serial number you can use any number of fields as a look up, though 2 3 should be sufficient the app requires that at least one field be used as a look up in the saved search, as shown in the next procedure to edit the look up fields log in as asset administrator in the hardware assets workspace, open the saved searches drop down and click all saved searches in the bottom right scroll down the list to barcode scan lookup fields and click edit this action opens the following page change the look up fields as needed to add a field, click the icon at the end of a row and select or select a field from the field drop down leave equal to as is, then use the same expression found in the other rows note that sub queries aren't currently supported to delete a field, click the icon at the end of the row that the field is in click save when finished role mobile once assigned by the asset administrator, the users can scan, view, update, and perform actions on hardware assets from mobile devices using the app if you upgrade to version 2025 4, the android itsm and itam app now supports devices with a 16 kb memory page size, expanding compatibility across more android devices getting started download app from play store (android) or app store (ios) launch the app, enter tenant url (or scan qr code if enabled) log in with credentials to scan assets you can also turn the camera off to prevent accidental scans do so by tapping the camera icon open the app on your phone enter the tenant url , then tap continue when launching the app for the first time if you don't know the url, you can scan a tenant qr code that will enter the url for you for details, see the next procedure enter your account username and password to log into the tenant to begin scanning, tap scan assets to display the scanner screen focus the barcode viewer (in portrait mode) on an asset barcode and scan the image the asset record details will display if the scanned barcode does not belong to a unique asset, you'll get an error message continue scanning as many barcodes as needed if you scan one by mistake, click the x icon to the left of the asset to remove it from the list the barcode viewer enables you to zoom in or use a flash if necessary when scanning to zoom in or out on a barcode, swipe left or right on the zoom slider turn the flash feature on or off by tapping the lightening bolt icon in the top right of the viewer you can also turn the camera off to prevent accidental scans do so by tapping the camera icon from release 2025 3, both itam and itsm support data matrix scan codes for android based smart phones, hold the camera close to the code to scan it you can upload a scan code using an existing image make sure the image contains only the barcode else, processing will fail to view or edit the record details of a single asset or to apply a quick action, tap view to the right of the asset from the asset details screen, you can edit some of the information and apply available quick actions (located at the bottom of the screen) once you're finished, tap the icon to return to the scanner screen once you're finished scanning, tap the icon to save the updates from the scanned assets list, you can update the scan log tap the check box next to each asset to update in the log, or tap select all for a bulk update, then tap update scan log a record of the scan will be added to the scan log workspace, as well as the hardware assets workspace > scan log tab of the asset record to apply a quick action on one or more assets, tap view assets this action brings up the assets list, where you can do the following apply a search filter to narrow the list do so by tapping the assets by type drop down and selecting one of the favorite searches to return to the default view, tap the drop down again, then tap assets by type in the searches list apply a filter or sort the list by tapping the icon, adding conditions, then tapping apply to remove a filter or sort action, tap the icon again and tap clear all apply a quick action to one or more assets at a time the asset records will be updated with the new values in both the app and the hardware assets workspace available actions are based on the asset type and current status to log out, tap the icon in the title bar, then tap logout to enter the tenant url via a qr code when launching the app for the first time, you may not know the tenant url to enter you can use the app to scan a tenant qr code that automatically enters the url for you do this just once when launching the app; the app will store the url for future use this feature works for both the android and ios versions of the app if it's more convenient, you can use a qr code generator of your choice to encode the tenant url as a qr code there are many online resources for creating qr codes, and you can circulate the generated qr code for quicker access to enter the tenant url via a qr code you must be logged into itam at your desktop and on the app as the same user log into itam at your desktop as a mobile asset manager (or as a mobile analyst or self service mobile user if using ivanti neurons for itsm) click the icon in the upper right corner of the page a qr code for the tenant will display as shown below open the app on your phone, aim it at your desktop screen, and tap scan tenant qr to scan the tenant url into the app enter your account username and password to log into the tenant, then begin using the app as you normally would to adjust scan settings adjustable scan settings include auto scan toggle off the default auto scan mode to enable manual scans once auto scan is off, the app will stop scanning barcodes automatically to scan assets in manual mode, aim the barcode viewer on an asset barcode, then tap the scan now button beep sound toggle on a sound to indicate that a scan has occurred vibrate toggle on a vibration to indicate that a scan has occurred to access the scan settings screen, tap the icon on the scanner screen and select settings toggle the options on or off, then tap the apply button at the bottom of the screen offline scanning the details in this section are written for the android based version of the app, but the general information works for the ios version as well if internet connectivity is lost while you’re logged into the app, you can continue to scan barcodes as you would normally for example if you’re logged in but lose internet connectivity before scanning begins, go ahead and scan later, when you’re logged in and back online (using the same user account), the app will automatically sync the scans with the database and display the asset details if you’re logged in but lose internet connectivity while scanning, continue to scan later, when you’re logged in and back online (using the same user account), the app will ask if you want to sync the barcodes that were scanned offline or start over click use items to sync the scans with the database, or click start new to discard those barcodes and start over in a third scenario, if you’re not logged into the app and are offline, you can take photos of the barcodes, then use the app to scan the images once you’re logged in and back online to do this from the app’s home > scan assets > scanner screen, click the icon (top right of the screen) to open your list of photos manually select the photos to scan the app will automatically scan the barcodes from those images, then fetch and display the asset details you can perform the actions you would normally, then sync the updates with the database to view which images were successfully scanned, click view scanned images report (near the top of the screen) if there's a problem, the app will indicate that one of several issues has occurred processing failed the barcode wasn't in focus or was cut off when the photo was taken duplicate asset the barcode is a duplicate of a previously scanned asset asset not found the asset record isn’t currently in the database note that you can’t scan new barcodes into the database with the app if you attempt this, the app will be unable to sync those barcodes once you're back online (since they don’t already exist in the database) to scan assets without an existing purchase orders in the mobile application, you can scan assets without an existing purchase order prerequisite before scanning assets in the mobile app, ensure the following data is entered vendor name vendor list in standard parts catalog after entering the details, wait for the workflow to be generated by the system procedure in the mobile app, mobile asset manager can scan assets without an existing purchase order to scan the assets do the following open the mobile app, enter the tenant url , then tap continue sign in as mobile asset manager tap scan new assets tap create purchase order and line item the generate po window is displayed enter the following details purchase order name enter purchase order name select vendor name select a name from the dropdown list select catalog select a catalog from the dropdown list enter quantity enter the number of assets you desire to create tap apply the purchase order and purchase order line item is created enter the purchase order name in search bar to view its details check the line item to confirm the number of assets tap menu > scan to scan each asset and create the asset records
