How to Find, Access, and Edit Application Assets plus Reports

Description

This article will provide quick steps to find, access and edit Application Asset and associated Reports.

Resolution

Where ITS and other groups can use TDNext Asset / CI tab to find the reports

  1. Navigate to TDNext
  2. Click on the Asset/CIs
  3. In the gray ribbon across the top select Reports  
  4. In the folder titled "Asset Reports" there are two reports Application Portfolio for Enterprise and Departmental and Application Portfolio for ERP Software.  The latter is for internal use by ITS, it others need it, please advise TDX Admins. 

How TDNext licensed users can add or edit Application Assets

  1. Click on the Asset/CIs
  2. In the gray ribbon across the top select +Asset
  3. A drop down will appear, click on Application Asset
  4. A new window will appear where you can fill in any necessary fields
  5. Once you have finished, click the green Save button at the top of the window

To Edit an Existing Asset

  1. Select the report titled Application Portfolio for ERP Software
  2. Click on the green Run Report button
  3. Find the Asset you wish to edit
  4. Click on the ID which is in the fourth column of the report 
  5. A new window will appear, select the green Edit button in the top left corner
  6. Make edits to any field, once you're finished be sure to Save

End User Access: 

  1. Follow this link:  https://wichita.teamdynamix.com/TDClient/1907/Portal/Portal/Desktop/Desktop?Q=mcEUWaERsqtfyt4NwvKZUtm7jevxAJ9DIhRgwJpbTOIcB~IxqWp3CQ__

 

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