The Inventory module provides web-based support for managing equipment inventories.
Note
Inventories and sites must be set up via the IDI Desktop Client.
Web-based inventory provides the following benefits:
Eliminates the need for a System Order to assign equipment
Adds cost and warranty fields for Equipment
Uses updated terminology
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Inventory Web Module:
IDI Desaktop Client:
Site
Wire Center
Equipment Assignment
Line Card
Location
Route
Location Description
Route Location Description
Improves usability and streamlines navigation
Web-based Vs. IDI Desktop Client Inventory
You must choose to use either the IDI Desktop client or the web module for inventory management. The web based module is not intended to work side by side with the existing IDI Desktop Client functionality. A Configuration Console setting (set by IDI at your request) is provided for choosing web-based or client inventory.
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The following provides a comparison of inventory functionality in IDI Desktop Client Vs. Web-based Inventory
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Feature | Client | Web Module |
|---|---|---|
Add Attributes Definitions by Equipment Types | X | X |
Add Equipment in Bulk via Import/API | X | X |
Add Equipment in Bulk via User Interface | X | X |
Create Child Tickets for Customers Assigned to Equipment that has a ticket | X | X |
Equipment Dependencies | X |
|
Enforce Attributes Upon Adding Equipment |
| X |
Manage "left-in" Locations | X | X |
Assignment Templates | X |
|
Manage Equipment Inventory | X | X |
Manage Equipment Owners | X | X |
Manage Equipment Sites & CLLI | X | X |
Manage Equipment Types | X | X |
Manage Inventory Types | X | X |
Manage Tickets for Equipment | X | X |
Permissions | X | X |
Track Cost on Equipment |
| X |
Track Equipment Assignments by Location | X | X |
Track Equipment Address | X | X |
Track History of Equipment Assignments | X | X |
Track Multiple Locations (Routes) | X | X |
Track Warranties on Equipment |
| X |
Triggers & Actions |
| X |
View Customers Assigned to Equipment | X | X |
Integration with Customer Care | X | |
Status updates: two-phase (require a commit) | X | |
Status updates: one-phase (no commit) | X |
Prerequisite IDI Desktop Client Setup - Inventories and Sites
Inventories and sites must be set up via the IDI Desktop Client before you can begin using the web-based Equipment Inventory module. Refer to IDI Desktop Client Online Help for details.
Equipment Search
On entering Inventory you land on the search page.
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For more on this see Equipment Search.
What to Do Next
Having set up inventories and sites in the IDI Desktop Client, use the Inventory web module to:
Equipment types are needed before you begin creating equipment.
You can add one item at a time or add in bulk (equipment ranges)
Managing Equipment
You can view and manage equipment via the Equipment Page. This includes adjusting and tracking equipment statuses, managing locations, and editing equipment information.
See Viewing/Managing Equipment.
See also
Roles and Permissions
Roles
Inventory View Only - Role for view only access to Inventory
Inventory Admin - Role for administrative access to Inventory
Inventory Assignment Management - Role for managerial access to Inventory
Permissions
Allow Log On
Manage Configurations
Create & Modify Equipment
Reinstate & Delete Equipment
Manage Equipment Assignments