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

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.	Relocation of the user’s workstation from the Head Office to the Branch Office.
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.
Address Details
Shipping Address	Select 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 Address	Select 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
Add	Click 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
Comment	Click 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.
Returnable	Checkbox	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.
Save	Click 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.

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.