Purchasing a laptop for a new employee

This use case describes how to purchase a new asset.

Scenario

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 Helix ITSM: 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.

Workflow

The following table describes the typical steps involved in purchasing an asset:

Console	User	Action	Reference
Purchasing console	Configuration administrator	Create a purchase requisition by using the change template. Add the item to the requistion and submit the requisition for approval	Creating-purchase-requisitions
Approval Central	Approver	Select the purchase requisition and approve it.	Approving-the-purchase-requisition
Purchasing console	Purchasing agent	Create the purchase order.	Managing-purchase-orders
Receiving console	Configuration administrator	Receive the laptop on the purchase order.	Receiving-and-returning-purchase-items
Asset Management console	Purchasing agent	Search for all computers with status set to Received. View the details of the laptop CI.	Creating-and-modifying-CIs
Change Management console	Change coordinator	View the change requests for the new laptop.	Monitoring the progress of a change request
Change Management console	Change coordinator	View the dates for the change request and performs risk assessment	Assessing the risk for a change request
Change Management console	Change coordinator	Create a task and schedule the change request. Move the change request to the Plan & Schedule stage. Relate the change request to the Install Laptop task template and assign the task to the task implementer who is part of Calbro's Backoffice Support Staff. Move the change request to the Scheduled for Review stage. Specify the scheduled dates and moves the change request to the Implement stage.	Planning change requests in the Assessment, Planning, and Scheduling stage Approving change requests in the Approval stage Working on assigned tasks
Change Management Support console	Task implementer	Search for the assigned tasks. After working on the task, record the information, and the change task status to Closed.	Working on assigned tasks
Change Management console	Change coordinator	Move the change request to the Closed stage. Enter the performance rating and the actual dates of the change.	Completing and closing a change request in the Closed stage

Result

When an employee joins the company, the employee gets a new laptop on the first day.

Benefit

The new employee does not have to wait for the issue of a new laptop.