Purchasing a laptop for a new employee
Calbro Services ensures that new employees are fully functional on their first day of employment. Purchasing a laptop for a new employee is therefore a common task for the purchasing agent at Calbro Services. He must create a purchase requisition and place a purchase order (PO). When the PO is received, BMC Asset Management automatically generates a new CI and a change request.
The change coordinator can also create a "new employee" change request in which one of the tasks is providing a fully configured laptop to new employees on their first day at Calbro Services.
BMC Asset Management and BMC Change Management must be installed to follow this user scenario. If you cannot find the correct CIs in the Calbro sample data, you must create a laptop CI and add it to the inventory to follow this user scenario. For more information about managing CI inventory, especially if you are adding bulk items, see Creating bulk inventory CIs.
The following table describes the typical steps involved in this user scenario:
Purchasing a laptop for a new employee
Role |
Actions |
Explanation |
---|---|---|
Configuration administrator |
From the Purchasing console, the configuration administrator creates a purchase requisition. |
When the configuration administrator creates the purchase requisition, Allen Allbrook, the manager of the requester, is the default approver of this purchase requisition. |
Requester's manager |
On Approval Central, the requester's manager selects the purchase requisition and approves it. |
The requester's manager must approve the purchase requisition. |
Purchasing agent |
The purchasing agent creates the purchase order: |
After the purchase requisition is approved, a purchase order is automatically created and is ready to be placed with the vendor. |
Configuration administrator |
The configuration administrator receives the item on the purchase order: |
This action automatically creates a new CI. If your system is properly configured, a new change request is also created. |
Purchasing agent |
The purchasing agent views the new CI: |
The original purchase requisition is automatically related to this CI. |
Change coordinator |
The change coordinator views the change request: |
Mary Mann is the change coordinator for Calbro Services. She views all open Change Requests in the Manager Console view. |
Change coordinator |
The change coordinator views dates for the change request and performs risk assessment: |
Mary opens the Change Calendar to see if there are any conflicting change requests or business events. |
Change coordinator |
The change coordinator creates a task and schedules the change request: |
Mary creates a task to install or configure the laptop and assigns the task to the task implementer. |
Task implementer |
After performing each task, the task implementer closes the tasks: |
Ian Plyment, the task implementer, completes the task. |
Change coordinator |
The change coordinator completes the change request: |
Mary Mann completes and closes the change request. She enters a performance rating and start and end dates. |
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