Associating users and custodians with assets

You can associate a person with an asset as a custodian, as a user, or as both. A user is someone who uses the asset. A custodian is someone responsible for the care of the asset. An asset can have multiple users and multiple custodians. If an asset has no users or custodians, anyone can create an incident or service request for the asset.

About this task

If you use the Desktop Requisitions application or the Service Requests application, you can create a request with that asset only if you are an associated user or a custodian for that asset. In other applications, when a caller contacts a service desk agent, the agent can associate the caller with the ticket and then associate the appropriate assets with the ticket.

By default, the first person that you associate with an asset is the primary contact for that asset. You can change the primary contact. You can designate one or more people as users, and one or more people as custodians.

Procedure

  1. From the Assets application, display the asset for which you want to associate users and/or custodians.
  2. Select the Associate Users and Custodians action. For each person listed, data displays indicating whether a person is a user, a custodian, or both. If a person is the primary contact for the asset, the Primary check box is selected.
  3. Click New Row.
  4. In the Person field, type the identifier of the person you want to associate with the asset.
  5. To designate the relationship that a person has with an asset, perform either or both of the following actions:
    1. To designate the person as a user, select the User check box.
    2. To designate the person as a custodian, select the Custodian check box.
  6. To designate a person as the primary contact, select the Primary check box. When you select the Primary check box, the Primary check box clears for the person previously designated as the primary contact.
  7. Click OK.