# Instructions to add a process ## Installation * In the Infraon platform, navigate to the IMACD module. * Click on the Add process -> Install, located at the top right corner of the page. * Enter the respective call-out boxes. **Install IMACD| Fields** | **Label** | **Action** | **Description/Example** | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Name | Add a necessary name to the process. | Define the process by adding a suitable name. For example, “Adding asset.” | | Description | Provide a brief description of the add process. | | | Priority | Add the required level of priority aligned to the process. | Priority can be chosen from Low, Medium, High, and Critical. | | Assignee | Select from the drop-down box. | Name of the user to whom the task is assigned. | | Location |

Select the location from the drop-down box.

Note: If the desired location isn't listed in the dropdown, click "Add" to create a new entry.

| Displays the location of the asset. | | **Add Asset** | | | | Add | Click to add the asset that needs the installation process. | | | Asset Type | | Defined the type of asset whether to be IT or fixed asset. | | Asset Category | | Category is the first division of assets within the selected asset type. For example, within IT assets, there can be categories like laptops, desktops, etc. | | Asset Details | | Displays the asset name of the asset selected. | | Comment | Click to add a comment about the asset. | Example: Handle with care. | | Save | Click to save the process. | The following details will get saved once clicked. | * Once all the details are filled correctly, click Save. * The following IMACD process will be created successfully. ## Move * In the Infraon platform, navigate to the IMACD module. * Click on the Add process -> Move, located at the top right corner of the page. * Enter the respective call-out boxes. **Move IMACD |** Fields
LabelActionDescription/Example
Process NameAdd a necessary name to the process.Define the process by adding a suitable name. For example, “Moving IT team’s systems.”
DescriptionProvide a brief description of the movement process.Relocation of the user’s workstation from the Head Office to the Branch Office.
PriorityAdd the required level of priority aligned to the process.Priority can be chosen from Low, Medium, High, and Critical.
AssigneeSelect from the drop-down box.Name of the user to whom the task is assigned.
Address Details
Shipping AddressSelect the required address from the drop-down menu below or click 'Add' to enter a specific address manually.The designated address at which the package is to be retrieved.
Destination AddressSelect the required address from the drop-down menu below or click 'Add' to enter a specific address manually.The physical address where the physical package should be delivered.
Add Asset
AddClick to add the asset that needs the installation process.

Choose or attach the asset(s) involved in the move from the asset inventory.

Example: Dell Latitude 5530 – Asset ID: AS10045

CommentClick to add a comment about the asset.Add additional notes or special handling instructions for the move.

Example: Handle with care – includes sensitive hardware components.
ReturnableCheckbox

Enable this checkbox if the asset is intended for temporary relocation and will be returned later.

Once checked, a Return Date field appears, specifying the date by which the asset is expected to be returned.

Example: Checked for temporary laptop loan, return date: October 15, 2025.

SaveClick to save the process.The following details will be saved once clicked.
* Once all the details are filled correctly, click Save. * The following IMACD process will be created successfully. ### **Workflow Configuration** #### **Approval State Restriction** When the Move process reaches the "Waiting for Approval" state, users are restricted from selecting or printing the Gate Pass template.
The Gate Pass can only be printed once the process is approved. After approval, the Gate Pass will display the approver’s name for validation. #### **Verification** A Verification button is available directly within the grid. Approvers or reviewers can use this button to verify and approve the Move process without navigating to a separate page.
### Asset Status * When a move request is approved, the asset status is automatically updated as per the configured lifecycle. * Once the asset is delivered, the issuing user can acknowledge receipt from the system. * After a successful move or IMACD installation, the asset’s location field is automatically updated to the new location. * For gate passes, the Infraon logo is shown by default; if the organization has uploaded a custom logo, that logo is used on the printed gate pass. ## Addition * In the Infraon platform, navigate to the IMACD module. * Click on the Add process -> Add, located at the top right corner of the page. * Enter the respective call-out boxes. **Install IMACD| Fields** | **Label** | **Action** | **Description/Example** | | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------- | | Name | Add a necessary name to the process. | Define the process by adding a suitable name. For example, “Adding asset.” | | Description | Provide a brief description of the add process. | | | Number of Assets | Specify the number of assets to be added (numeric value). | Example: 4,5, etc. | | Priority | Add the required level of priority aligned to the process. | Priority can be chosen from Low, Medium, High, and Critical. | | Assignee | Select from the drop-down box. | Name of the user to whom the task is assigned. | | Location |

Select the location from the drop-down box.

Note: If the desired location isn't listed in the dropdown, click "Add" to create a new entry.

| Displays the location of the asset. | | Save | Click to save the process. | The following details will get saved once clicked. | * Once all the details are filled correctly, click Save. * The following IMACD process will be created successfully. ## Change * In the Infraon platform, navigate to the IMACD module. * Click on the Add process -> Change, located at the top right corner of the page. * Enter the respective call-out boxes. **Change IMACD| Fields** | **Label** | **Action** | **Description/Example** | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Process Name | Add a necessary name to the process. | Define the process by adding a suitable name. For example, “Moving IT team’s systems.” | | Description | Provide a brief description of the movement process. | | | Priority | Add the required level of priority aligned to the process. | Priority can be chosen from Low, Medium, High, and Critical. | | Assignee | Select from the drop-down box. | Name of the user to whom the task is assigned. | | Location |

Select the location from the drop-down box.

Note: If the desired location isn't listed in the dropdown, click "Add" to create a new entry.

| Displays the location of the asset. | | **Add Asset** | | | | Add | Click to add the asset that needs the installation process. | | | Asset Type | | Defined the type of asset whether to be IT or fixed asset. | | Asset Category | | Category is the first division of assets within the selected asset type. For example, within IT assets, there can be categories like laptops, desktops, etc. | | Asset Details | | Displays the asset name of the asset selected. | | Comment | Click to add a comment about the asset. | Example: Handle with care. | | Save | Click to save the process. | The following details will get saved once clicked. | * Once all the details are filled correctly, click Save. * The following IMACD process will be created successfully. ## Destroy * In the Infraon platform, navigate to the IMACD module. * Click on the Add process -> Destroy, located at the top right corner of the page. * Enter the respective call-out boxes. **Change IMACD| Fields** | **Label** | **Action** | **Description/Example** | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Process Name | Add a necessary name to the process. | Define the process by adding a suitable name. For example, “Moving IT team’s systems.” | | Description | Provide a brief description of the movement process. | | | Priority | Add the required level of priority aligned to the process. | Priority can be chosen from Low, Medium, High, and Critical. | | Assignee | Select from the drop-down box. | Name of the user to whom the task is assigned. | | Location |

Select the location from the drop-down box.

Note: If the desired location isn't listed in the dropdown, click "Add" to create a new entry.

| Displays the location of the asset. | | **Add Asset** | | | | Add | Click to add the asset that needs the installation process. | | | Asset Type | | Defined the type of asset whether to be IT or fixed asset. | | Asset Category | | Category is the first division of assets within the selected asset type. For example, within IT assets, there can be categories like laptops, desktops, etc. | | Asset Details | | Displays the asset name of the asset selected. | | Comment | Click to add a comment about the asset. | Example: Handle with care. | | Save | Click to save the process. | The following details will get saved once clicked. | * Once all the details are filled correctly, click Save. * The following IMACD process will be created successfully. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.infraon.io/infraon-help/infinity-user-guide/imacd/instructions-to-add-a-process.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.