Checking Duplicates in Asset Management

Hello:

It is understood that duplicate assets are avoided by updating assets with duplicate service tags when using the Asset Import Tool, but there does not seem to be a way to avoid duplicates by service tag or serial number when creating assets using the asset forms in the Assets application.

Is there a way to prevent duplicates based on service tag and/or serial number (ideally, a prompt for the technician indicating that an asset with that service tag or serial number already exists), and if not, is there a best way to generate a report of duplicate service tags and serial numbers?

Thank you.

Tags asset-management assets duplicates
Asked by Anderson Hanchett on Thu 11/16/23 12:20 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Thu 11/16/23 3:40 PM

Hello Anderson,

There actually *is* a way to control whether duplicate asset entry (by hand) is allowed.

  1. The asset app has a setting in its TDAdmin interface under the Asset Form Settings to allow you to pick whether duplicates are to be allowed and which field(s) should be use to check to prevent duplicates.
  2. You have to have a security role permission for each asset app called "Create duplicate assets from within the TDNext Assets/CIs application"

Sincerely,
Mark Sayers
Sr Support Consultant, CS

1 of 1 users found this helpful.
Thank you, Mark.

I changed the Asset Form Setting to allow duplication with confirmation. For some reason, duplicates were being allowed despite "Do Not Allow" being selected prior, and the technician role not allowing the creation of duplicate assets. - Anderson Hanchett Thu 11/16/23 5:18 PM
Those settings only control whether duplication creation is allowed when assets are created manually. It doesn't hinder duplicates being created through asset sync processes, API, or imports of assets. - Mark Sayers Mon 11/20/23 9:05 AM
Thank you for this clarification.

In this case, the items were added manually. - Anderson Hanchett Mon 11/20/23 12:52 PM
There is a security role permission also I believe that allows users to create duplicate assets. Did these folks have that permission on their asset app security role? - Mark Sayers Wed 11/22/23 11:22 AM
Thank you, Mark:

Their security roles did not allow the creation of duplicate assets. - Anderson Hanchett Wed 11/22/23 12:39 PM