Superseded

This tab displays a list of superseded patches. These are the new patches that replaces the older ones.

Superseded Tab
Superseded Tab

Superseded By

This tab displays a list of patches that are superseded by other new patches.

Superseded By Tab
Superseded By Tab

File Details

This page displays the details of the patch like name, size, and language. You can also copy the URL or download the patch file if required.

File Details Tab
File Details Tab

In case of the manually created patch, you need to upload the exe file using the Upload File button as shown below.

Uploading File
Uploading File

Once uploaded, it appears in the table as shown below. Now, you can download the URL or delete it if required.

Uploaded Patch File
Uploaded Patch File

Asset Actions

To view the asset actions, on the top-right corner of the page, click the vertical three dots, and a set of actions appear as shown below.

Action options on Asset Details Page
Action options on Asset Details Page
  • Ask for Approval: This enables to ask for approval from the approvers.
  • Add Barcode: This enables to add a barcode to the asset. For more details, refer Barcodes.
  • Print QR Code: This enables to print the respective asset’s QR Code for scanning. For more details, refer to the QR Code page.
  • Scan Now: This enables to scan the asset by Agent Discovery. Once scanned, it gets logged in the Scan History.
  • Exclude from Scan/Include In Scan: This enables to exclude or include the asset in scan. If excluded, a tag Exclude from Scan is added next to the Add Tag. Also, this asset will not be scanned in Agent Discovery.
  • Print: This enables to print the entire details page in the form of a pdf file.
  • Remote Desktop: This enables the technician to remotely connect the computers within or outside the organization LAN.
  • RDP History: This enables to view the RDP history.
  • Reconcile: This enables to merge the duplicate entries of the asset with different names.
  • Used By History: This enables to view the history of users who have used this asset.
  • Location History: This enables to view the location history.
  • Archive: This enables to move assets as storage and use in future. Once the asset is archived, it can be restored or deleted from the list page.

Ask for Approval

To initiate an approval from the Asset Details page,

  1. Click on the vertical three dots on the top-right corner of the page and select Ask for Approval option. A popup appears as shown below.
Create Approval Form
Create Approval Form
  1. Provide the following details:
    • Set Individual Decision Type: Select the type of decision.
      • Unanimous – Everybody selected as approver has to approve the release.
      • Majority – Majority of approvers should approve the release.
      • Anyone – Any one approver can approve the release.
    • Subject: Default subject is ‘Approval Required for – Release ID’. You can replace it with your own subject.
    • Requester Group: Select the requester group whose members can give the approval.
    • Technician Group: Select the technician group whose members can give the approval.
    • Set Approvers to: Select the approvers if you want specific people to approve.
    • Description: Type the description so approvers can gain sufficient information about the approval required.
    • Asset User: Enable if the approval of the asset user is required.
    • Add Stage: If the approval process is a multi-level process, click on Add Stage to add another approval form. For e.g. When someone needs a new laptop, first the manager should approve. Secondly, IT department should approve, and then the hardware shop should approve as the 3rd level approver.
  2. Once all the details are provided, click Create. The created approval appears in the Approvals tab. If Skip is clicked, the change gets pre-approved and the status is displayed next to the Add Tag option as shown below. The pre-approved changes are not displayed in the Approvals tab.

The Approvals tab displays all the approvals done or pending for the asset. From this tab, you can also ignore and remind the approvers for the approvals. As an approver, you can view, approve, and reject the approvals from My Approvals menu.

Pending Approvals

The list of pending approvals for an asset is visible in the Approvals tab. You can ignore the approval if no longer needed, or can remind the approver to take an action on it. Also, you can add comments in this section.

Note: The Approvals tab is visible only when there is a pending approval for the asset.
Pending Approvals
Pending Approvals
Pre-Approved Asset
Pre-Approved Asset

Remote Desktop

Using the Remote Desktop functionality, a technician can remotely connect the computers within or outside organization LAN.

This functionality can be used to remotely connect Windows and Linux machines after installation of Motadata Remote Desktop Agent application on client computers.

To configure Remote Desktop functionality, refer RDP-Configurations page.

Technician can initiate the remote desktop session on a particular computer from Hardware Asset details page.

To do so,

  1. Click on the Options icon (vertical three dots) and select the Remote Desktop option.
  2. Confirm the Remote Connection initiation.
Remote Desktop option
Remote Desktop option
Confirmation Message
Confirmation Message
  1. A new tab opens in your browser where the connection is established.
Connection Establishment
Connection Establishment

Remote Desktop Recordings

This tab enables to view the video recording of the remote desktop session for a particular computer asset.

Note: The Video Recording parameter should be enabled from the Admin > Asset Management > RDP Configurations > RDP Configuration tab.
Remote Desktop Recordings
Remote Desktop Recordings

Download Video Recording File

You can download the particular session Video Recording file from the GUI.

Before downloading, the recording needs to be converted to the downloaded format by clicking on the Covert to M4V button. Once the file is converted, it can be downloaded by clicking on the Download button.

RDP History

This displays the RDP history of the asset. It displays the details like, user, start date, end date, and duration.

RDP History
RDP History

Reconcile

This enables to merge the duplicate entries of the asset. This is required when the assets received through Purchase Order are associated to some groups, and on executing a network scan, these assets get duplicated. Example: HP – PO-3_2 is the asset purchased and is renamed to Printer. On performing asset discovery, both the names will appear. Hence, to avoid this duplication you can reconcile the asset, where HP – PO-3_2 is deleted and Printer is retained.

To reconcile the asset,

  1. In the Asset Details page, click the Options icon (vertical 3 dots), and select the Reconcile option. A popup appears.
  2. Select the assets to be reconciled.
  3. Click the Reconcile button as shown below.
  4. Once reconciled, the selected assets get deleted.
Reconciling the Asset
Reconciling the Asset

Used By History

This displays the history of the people who used the asset and for how much duration as shown below.

Used By History
Used By History

Here, you can also view the details of the user by clicking on the user’s name.

User Details
User Details

Location History

This displays the location history of the asset. It helps to keep a track of the asset location specially when it is sent for repair or for some other purpose.

Location History
Location History

Installation Notification

The Grey Bell icon on the Software Asset Details page, allows to enable the notification for the same software installation in any other asset. Admin would receive a notification if any other user is using the same software in his/her asset.
Once clicked, a confirmation message appears. Click Yes to continue or Cancel to discard the action. On clicking Yes, the color of the bell icon changes to Red.

Enabling the Installation Notification
Enabling the Installation Notification
Enabled Installation Notification
Enabled Installation Notification

Audit Trail

The Audit Trail tab displays the activity logs related to the task.

Audit Trail Tab
Audit Trail Tab

Adding Work Log

The Work Log tab allows the analysts to record the activities they performed (along with the time frame).

Work Log Tab
Work Log Tab

Here, you can view, add, edit, and delete the Work Log. You can also view the estimated time, total Work Log time, and the remaining time.

To add a Work Log,

  1. Click the Add Work Log button and a popup appears.
  2. Enter the following details:
    Parameter Description
    Technician Enter the Technician’s name.
    Start Date Select the start date and time when the work started.
    End Date Select the end date and time of the work when it got completed.
    Time Taken The system automatically calculates the time taken for the work based on the selected start and end date time.
    Description Type the details of the work.
  3. Once done, click Add, and the work log gets added.
Adding a Work Log
Adding a Work Log

Adding Comments

Comments section is available on the details popup in the second tab. Comments helps you to communicate with the audience. By commenting, you can highlight issues or ask questions. You can comment on any task whether it is Open, Closed, In progress or Resolved state.

Comments Tab
Comments Tab

Here, you can do the following:

  • Search Comments: Search the comments using the keywords. It is a simple search that matches your query with the comment body.
  • Sort Comments: Sort the comments from oldest to newest or vice versa. By default, the comments are arranged in the reverse chronological order.
  • Create Comments: Click on the comment icon to create a new comment as shown below. All the concerned persons (you and to whom the task is assigned) will get an email notification. You can also attach the files with the comment.
Adding a Comment
Adding a Comment
Note: Once a comment is added, it cannot be deleted.

Deleting a Task

Deleting is simply an activity of removing any task. A task can be deleted in two ways:

  • From Task List View: A particular task can be directly deleted using the Delete icon.
Delete from List Page
Delete from List Page
  • From View Task Details: On the details page, click on the Delete button.
Note: The delete button is available for tasks related to requests, problems, changes, and releases.
Delete from the Details Page
Delete from the Details Page

Updating a Task

When you are working on a ticket, you can update its basic details, parameters, other info, and various activities/actions associated with it. There are many approaches to update the tasks:

  • Update from the List Page
  • Update from the Details Page

Updating Tasks from the List Page

You can update the Task Type, Status, and Priority of the task from here.
To update the details:

  1. On the list page, click on the field, and a dropdown appears.
  2. Select the desired value and the status gets updated accordingly. Here, Task Type is updated.
Update from List Page
Update from List Page

Update from Details Page

To update the task,
Click the edit icon and the page containing the pre-filled details appear.

Make the desired changes and click Update.

Edit Task
Edit Task

Task Details

To view the task details, either click on the subject or the view icon from the Task List page. It displays all the details along with the tickets that are related to it.

Details Tab
Details Tab

Here, you can do the following tasks:

  • Update the Status, Priority, Task Type, Assigned To, and Technician Group fields.
  • View the due date and time by hovering over the green clock icon at the right-hand side corner.
  • View the Reference tickets.