Configuring the User Interface › Page Configuration by Asset Family and Legal Template

Page Configuration by Asset Family and Legal Template

For most objects in the product, you configure the user interface, save the configuration, and all users in the role that is assigned to the selected configuration see the page that way. No additional configuration options are available. However, for certain objects (assets, models, and legal documents) you can provide a more specific configuration by specifying the asset family (assets and models) and legal template (legal documents).

You can manage pages in the following ways:

• Configure the model or asset page by asset family.
• Configure the legal document page by legal template.

Example: Configure for a Hardware and Software Asset

• (Hardware Asset) Configure the page for assets by moving the most important fields (asset name, model name, quantity, serial number, operating system, purchase order number, and service status) to the top of the page and making the fields required. In addition, remove the Host Name field. When you save the configuration, select the asset family Hardware. As a result, when a user assigned to the configuration enters a hardware asset, they see the page as you have configured it.
• (Software Asset) Configure the page for assets by moving the most important fields (asset name, model name, quantity, serial number, department, cost center, and purchase order number) to the top of the page and making the fields required. In addition, remove the Service Status and Service Status Date fields. When you save the configuration, select the asset family Software. As a result, when a user assigned to the configuration enters a software asset, they see the page as you have configured it.

Example: Configure for a Confidentiality Agreement

Configure the page for legal documents by moving the most important fields (Document Identifier, Effective Date, Termination Date, and Negotiator) to the top of the page and making the fields required. In addition, remove the Status and Status Date fields. When you save the configuration, select the legal template Confidentiality Agreement. As a result, when a user assigned to the configuration enters a confidentiality agreement, they see the page as you have configured it.