Workspaces defined

ivanti neurons for itam has 40+ workspaces that comprise the user console each workspace performs a separate function that enables you to manage your organization's assets asset administrators have access to all of the available workspaces, while a subset of workspaces is available to the other user roles the alphabetically ordered list below describes what each of these workspaces is used for and the user roles that have access to them if your database is integrated with ivanti neurons for itsm, you'll notice that many of these workspaces are used for service management as well address country – add countries to a master list that are part of your records for asset storage locations, vendor contacts, and so on available to asset administrators approvals – view a list of purchase orders that need approval before fulfillment can occur by default, purchase orders do not need approval available to asset administrators, asset managers, contract managers, procurement managers aspect – view which content packages have been applied to an itam tenant content packages are available for existing customers and can be downloaded from the ivanti marketplace https //marketplace ivanticloud com/ available to asset administrators asset data mapping – use as an advanced function to specify how asset data is mapped during data discovery available to asset administrators asset requests – place requests on behalf of customers for product catalog items such as hardware, software, and consumables also manage those requests from this workspace for details, see asset requests docid\ mkrwhp6dy1gkvogz9a2ua available to asset administrators, asset managers, procurement managers, storage managers asset processor configuration – configure the platforms from which to import data into the database for details, see importing from the ivanti neurons platform docid\ wpoh386uhl7gpi49sdlbz available to asset administrators asset sub type – create a new globally available asset subtype that goes under one of the predefined parent types of computer, consumable, general, infrastructure, mobile, and peripheral in the hardware assets workspace for details, see hardware assets docid\ osg0azfj64rephv3kkzqz available to asset administrators ci named rel constraints – define logical relationships between parent and child configuration items (cis) available to asset administrators ci named rel data – add the items that populate the lists found in the ci named rel constraints workspace available to asset administrators contact group – create groups of employees to be contacted as part of an approval process for setting up contracts, purchase orders, and product catalog items in doing so, the process advances only after the majority of a group has approved the item for details, see employees, departments, teams, and contact groups docid\ w nsxs4rdfb61gsald6az available to asset administrators contracts – set up the vendor contracts needed for purchasing assets for contract managers, this workspace is called contract management for details, see contract and warranty management docid\ qzoibaft9apfupebjny5w available to asset administrators, asset managers, contract managers contract line items – set up specific line items for vendor contracts (such as entitlements, maintenance, extended warranties, and so on), that you can link to a specific contract and reuse for other contracts for details, see contract and warranty management docid\ qzoibaft9apfupebjny5w available to asset administrators, asset managers, contract managers currency – add to a master list the currencies that are part of your records for product catalog items, purchase orders, and so on available to asset administrators department – define the departments in your organization that will be used in your employee records define departments before importing employee records so they’re ready for selection do the same with teams in the teams workspace for details, see employees, departments, teams, and contact groups docid\ w nsxs4rdfb61gsald6az available to asset administrators disposals – create disposal records for assets that are no longer needed for details, see asset disposals docid\ dpmfh41eel vkxljj4q5o available to asset administrators, asset managers, storage managers email – view all outbound emails that are manually created by users, or automatically created via triggered actions or work flows inbound emails created by the heat email listener are shown here as well (the heat email listener is a component of neurons for itsm ) all email records in this workspace are initially configured in the email config and inbox workspaces, which are available to asset administrators only available to asset managers, procurement managers, contract managers, storage managers email config – configure all settings for outbound email available to asset administrators employee – manage employee records that have been imported into or manually created in the product employees are both users and customers who can request assets (similar to the itsm customers who can request services) for details, see employees, departments, teams, and contact groups docid\ w nsxs4rdfb61gsald6az available to asset administrators available as read only to asset managers, contract managers, procurement managers, storage managers external contact – create a list of external contacts that weren't imported from your primary data source, such as new vendor contacts that you can associate with vendors in the vendors workspace note that any vendor contacts added via the vendors workspace > contacts tab also display in this list if your database is integrated with neurons for itsm, external contact records will include fields and tabs that are only relevant for that product available to asset administrators, asset managers, contract managers, procurement managers financial owner allocation – use as a quick way to allocate unassigned asset records to certain organizational units (financial owners) to do so, expand the organizational units tree, as well as the unassigned cis, then drag and drop ci items onto a specific owner available to asset administrators financial owners – create new organizational units and any hierarchies associated with them org units are departments in your organization that are assigned as the financial owners of the assets tracked in the product also link asset records to these owners from this workspace available to asset administrators hardware assets – access and manage all asset records that have been imported into or manually created in the database for details, see hardware assets docid\ osg0azfj64rephv3kkzqz available to asset administrators, asset managers, contract managers, procurement managers, storage managers inbox – configure all settings for inbound email created by the heat email listener, which is a component of neurons for itsm use this workspace in conjunction with the email config workspace available to asset administrators integration – set up and maintain your data across two databases after data discovery available to asset administrators integration history – view a history of all data discovery or data import jobs related to database integration, including canceled jobs if you ever need to troubleshoot an import job that has failed, your first step would be to view this workspace available to asset administrators integration log – use to spot database integration errors that may have occurred during data discovery or data import available to asset administrators integration queue – view active database integration jobs that are part of data discovery or a data import from the ivanti neurons platform once the import is completed or aborted, the job disappears from the list available to asset administrators invoices – track vendor invoices that are associated with asset purchase orders for details, see procurement docid 5y6ijsgccb zcicdylsm available to asset administrators, asset managers, procurement managers, storage managers ivanti neurons asset import configuration – select the data records (licensable software, invoices, and devices) that you want to import from the neurons platform into the database for details, see importing from the ivanti neurons platform docid\ wpoh386uhl7gpi49sdlbz available to asset administrators journal category – create a new category for the journal notes or emails that may be part of an asset record categories further explain why an email was sent or why a note was added to a record for details, see journals docid 8gl9np1 om50zcipmcnpn available to asset administrators journal notes sources – create a source for journal notes (such as email, voice mail, and so on) that may be part of an asset record for details, see journals docid 8gl9np1 om50zcipmcnpn available to asset administrators locations – define the inventory locations that correspond to the different sites your organization has, as well as the storage spaces of your in stock items set up locations before you begin managing in stock assets with the stock management workspace for details, see locations and storage spaces docid\ nctq0pcdj t9kryno2tkw available to asset administrators, asset managers logs – view itsm related logs that have occurred for various events logs display here after being configured in the logging configuration workspace itam barcode scans are logged in the scan log workspace, not here available to asset administrators logging configuration – configure logging services for itsm related events that may occur itam barcode scans are not configured here available to asset administrators manufacturer – add manufacturers to a master list for use in asset records for details, see manufacturers docid\ k395 vcrbkzjlbegud ci available to asset administrators available as read only to asset managers, contract managers, procurement managers, storage managers message queue journal – view details related to data record imports as they're occurring in the integration queue workspace available to asset administrators product catalog – define catalog items for purchase that have agreed costs from approved vendors; also assess stock levels and active orders make items available for request by adding them to the catalog's user interface via the request offerings workspace once the product catalog is online, asset mobile users can request items via the self service portal, and managers can request items on behalf of a customer via the asset requests workspace for details, see product catalog docid\ mg4kcnt2jlkxs4b04gjeh available to asset administrators, asset managers, procurement managers purchase line item – add and manage the purchase line items that are part of a purchase order for details, see procurement docid 5y6ijsgccb zcicdylsm available to asset administrators, asset managers, contract managers, procurement managers, storage managers purchase orders – order an asset as a custom purchase that's not one of the approved items in the product catalog manage invoices, shipments, and associated contracts here, as well as update vendor scorecards for details, see procurement docid 5y6ijsgccb zcicdylsm available to asset administrators, asset managers, procurement managers, storage managers reports – view a full list of supplied reports and what they display about your assets these are sql server reporting services (ssrs) reports that provide in depth reporting information about assets for details, see reports docid\ eqj7nnyt niyn7quvrcid available to asset administrators, asset managers, report managers request offerings – design the product catalog form, which is the catalog's user interface you design the form after defining the items for purchase in the product catalog workspace once the product catalog is online, asset mobile users can request items from the self service portal, and managers can request items for customers from the asset requests workspace for details, see product catalog docid\ mg4kcnt2jlkxs4b04gjeh available to asset administrators, asset managers, procurement managers roles – assign one or more of the eight itam user roles to employees in the database the roles are then made available to that person upon logging in when a role is selected, it determines the default set of workspaces (forms and dashboards) available to a user for details, see user roles docid\ ppu9pnhhmi85adryx5dhj available to asset administrators schedule entry – create a variety of itsm related schedules to be used for different functions these schedules then display in a drop down within the corresponding workspaces available to asset administrators self service portal – a website that enables asset mobile users to place an asset request for themselves from the product catalog, as well as review any recently submitted requests and their approval status users can also view their currently assigned assets it's up to managers to make this url available to users for details, see asset requests docid\ mkrwhp6dy1gkvogz9a2ua available to asset mobile users service catalog – order from a variety of itsm related request offerings and services available to asset administrators, asset managers, contract managers, procurement managers, storage managers shipments – view and manage a list of shipments that are associated with your purchase order invoices shipments display in this workspace after you add them to invoices in the invoices workspace for details, see procurement docid 5y6ijsgccb zcicdylsm available to asset administrators, asset managers, procurement managers, storage managers software assets – view which software products exist in your database, and what your current level of entitlement is for those products for details, see software assets docid 6xzyl5dx7pve8xcjet4bq available to asset administrators, asset managers, contract managers, procurement managers stock management – manage in stock assets and the storage spaces where they're stored for details, see stock management docid\ aqiold783mrznmfjr0irm available to asset administrators, asset managers, storage managers subnet mapping – create a list of your subnets and associate them with a location the product uses this information to produce an exceptions report that identifies when an asset's assigned location doesn't match the discovered or imported location for details, see missing assets docid\ ody4yvzcxfbbnolyhkhsk available to asset administrators, asset managers task – manage the tasks that are part of an asset request all associated tasks must be completed before an asset request can be approved the task workspace also includes any itsm related tasks that may be part of your integrated database for details, see asset requests docid\ mkrwhp6dy1gkvogz9a2ua available to asset administrators teams – define the teams of employees who will be responsible for adding items to the product catalog and fulfilling asset requests define teams before importing employee records so they’re ready for selection do the same with departments in the department workspace for details, see employees, departments, teams, and contact groups docid\ w nsxs4rdfb61gsald6az available to asset administrators vendors – define the vendors you use, as well as details about current vendor contracts and performance to get the best out of your ongoing relationships for details, see vendors docid\ ifx6qqdd3puss0rlos2bi available to asset administrators, asset managers, procurement managers