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MyTechDesk and Calaxy Asset Integration

Tuesday, August 19th, 2008

Categories General MyTechDesk
Tags asset inventory management mytechdesk

Please read the following blog post to set up your inventory in Calaxy Assets:
Calaxy Assets: Getting Started

To create an inventory in Calaxy Assets, you will need an Calaxy account.
For more information on how to get an Calaxy account, click here.

To tie your inventory information to your MyTechDesk account, you will have to enter your group inventory ID and password.

You will be able to do this in MyTechDesk from within the ticket screen or on the Options page:

Go to Options

Under Group Settings, click Manage Group Inventory

Enter an Inventory Name ID and Password

Hit Submit.

Enter the Inventory Name ID and Password for your Calaxy Asset Group. This will tie your inventory information to your MyTechdesk account.

Group Inventory

Once you have entered your asset group information in your MyTechDesk account, you will be able to select an inventory item and assign it to a ticket.
Select Inventory Item

To select your inventory item, click the blue down arrow next to the inventory item you would like to assign to the ticket.

Your inventory item will now be displayed with the ticket information.

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Comments

Bruce Erickson said:
Wednesday, August 20th, 2008 @ 8:35 PM
Before I add the Assetts feature I need to know what the process is for uploading/importing my inventory info, which is currently in a spreadsheet.

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My TechDesk said:
Thursday, August 28th, 2008 @ 2:56 PM
Bruce,
At this point, we do not have an import feature, but we are currently working on having the ability to upload some data into the system.

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Jeff Stuivenberg said:
Monday, September 15th, 2008 @ 10:49 AM
Can I set it up where the requestor can select an assett item when he or she creates a new ticket?

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Alan Phillips said:
Wednesday, September 17th, 2008 @ 4:18 PM
Jeff, that is a great suggestion. We'll put that on the list of things to add.

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Ric Barline said:
Thursday, September 25th, 2008 @ 11:37 PM
Hi Bruce. It looks like the import capability is now in place. To import asset items into edZone Assets, create a comma-separated values (CSV) file with the following columns:
Asset Item Name, Asset Item Description, Asset Item Number, Serial Number, Purchase Order Number, Price

Note: Only these fields can be imported into edZone Assets.

Afterwards, paste the contents of your CSV file into the textbox provided and press Continue.

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Ric Barline said:
Friday, September 26th, 2008 @ 12:16 AM
Here's an idea for even better integration: In the MTD ticket window, on the left just below the Asset Name, include additional edzone asset info (which info would be customizable by the group manager). For example, I would be interested in seeing the edzone asset location, so I would not need to duplicate this data in the MTD location field. Also it would be nice to be able to run reports out of MTD filtered by the edzone asset fields.

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Jeff Stuivenberg said:
Monday, November 16th, 2009 @ 2:23 PM
I have a question about reporting in Mytechdesk. I have my requestor grouped in Sub locations (School) and classrooms listed under each sub location.

For some reason if I run a report for work orders in a school I get 0 records returned because all of my work orders are listed under specfic classrooms even though they are under a school sub location. Is there a way that if I run a report for a school that it also count all the clasrooms under that school?

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