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Loaner Asset Orders in ServiceNow | ServiceNow Tutorial

Import · May 11, 2022 · video

[Music] i'm laurence tyndall here at glidefest consulting and today i'm going to show you how to log a loner asset order request in service now before we go into the system i want to explain what a loner asset is and why having them in your it asset management practice is beneficial alona asset is an asset that has specifically been made available for users to request and use for short periods of time typically loner assets are devices like mobile phones laptops or tablets loaner assets are usually issued to contractors temporary employees or employees that only require them for a few days or weeks longer assets are great to have as they allow you to fulfill temporary requests without having to purchase additional brand new assets now that we've covered what a loner asset is let's go into service now and make a request for one please note since this feature is part of the ham pro licensable application from servicenow you won't be able to access this feature from your personal developer instance the only way to access this feature is if the plugin is enabled in your paid servicenow instance if you don't have access to this plugin then not to worry feel free to sit back relax and enjoy the rest of the demo in today's example we're going to log a loner asset request for an apple macbook pro 15-inch laptop which is currently in stock and available in the southern california warehouse please note when logging a request for a loaner asset you can only find and select the asset from the request form if the asset state is in stock and the asset function is set to loner if an asset record doesn't meet this criteria then it won't appear in the model field on the request form now that we've covered this important information let's go ahead and create a loaner asset request the first thing you'll want to do is open up service now go into the application navigator and type in service catalog click on the service catalog module located under the self service application you'll now be taken to the service catalog in the search bar located in the top right of the banner frame type in loaner asset request and click on the search suggestion now click on the catalog item for the loaner asset request you'll now be taken to the loaner asset request form in the first field we have requested for this field is used to define who is requesting the loan asset you can either select for me for company user or requested for user if you select the for company user option you'll be required to select the user who will be using the loaner asset if you select the for third party user option you'll be instructed to enter the third party user details in the justification field for demo purposes i'm going to select the for me option next we have the location field this field is used to define where the requested asset needs to be provided please note in this field you need to select the location record that is associated with the stock room in which the in stock loaner asset is located in for this example the southern california warehouse location is 615 north bush street santa ana california if you selected a location that didn't have any loaner assets available then a message would display informing you that no models are available at the location in the next field model this is the hardware or consumable model of the asset that you're wanting to request a loaner for in today's example i'm going to select the apple macbook pro 15-inch laptop next we have the start date and end date fields these fields are used to specify the start date and return date in which the loaner asset will be first used and returned for these two fields i'm going to select tomorrow as the start date and the last day of this month is the return date in the final field justification this field is used to specify the reason why you require this learner asset in this field i'm going to enter i require this laptop for a short period of time since i need to use some applications that only run on apple devices and now use a windows device now let's submit this request by clicking on the submit button as you can see a request record has been created let's take a look at this request and fulfill it simply copy the request number and enter it into the global search field in order to start fulfilling this asset order we need to work on the loaner asset tasks that have been automatically created as part of the asset order workflow if you scroll down to the bottom of the form you can see the first task is to assign and prepare a loan asset click on this task to open it this task is used to assign and prepare the asset for deployment in the asset field this is where you'll want to select the asset that you'll be deploying as the loner asset for this example when i click on the magnifying glass you can see we have several apple macbook pro 15-inch laptops available i'm going to select one please note when closing this task the state and sub-state of the asset will automatically change to in-stock pending install and the reserved for field will be set to the user who this loaner asset request was made for in this case myself now that we've assigned and prepared the asset let's close this task click on the close task button now that we're back on the loaner asset request record you can see that another task has been generated for deploying the loaner asset to the user open this task this task is typically completed by a member of the it service desk for demo purposes let's close this task since the asset has been deployed please note when closing this task the state of the asset will automatically change to in-use and the assigned user field will be set to the individual which the asset was requested for in this case it'll be assigned to me as you can see the status of the asset loaner request has now been set to deployed and there's a button called reclaim in the banner frame of the request for demo purposes let's pretend that the user has finished using the loaner asset and he or she is ready to return it to process the return simply click on the reclaim button a modal will now display from here i can specify that the asset has been returned by selecting yes in the asset return field in the next field this is the stock room in which the asset is being returned to for this example i'm going to select the san diego south warehouse stockroom and for the returned on date field i'm going to select today's date now click on the ok button as you can see the state of the lona asset order request has now been set to completed and the asset has been set back to in stock and available please note if we didn't click on the reclaim button to process the reclamation of the loaner asset then two days before the return date an email notification about the reclaim would have been sent out to the user who requested the asset in addition to this email notification date a task would have also been created one day before the return date to reclaim the loaner asset this task record includes the following fields stockroom returned on date state assigned to asset returned yes or no and asset functional which this field allows you to select the functional state of the loaner asset upon return as mentioned previously because we process the reclamation of this asset more than one day before the expected return date the task wasn't created in the loner asset tasks related list and that is all for today's tutorial on loner asset orders and service now good luck and thanks for watching

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