User Guide

Requesting new symbols from the Symbols Order Portal
To request new device symbols, you must be current on maintenance and have already received a user ID and
password to access the Symbols Order Portal.
To request new device symbols:
1. Open your browser to http://[e-mail].
2. Enter your user ID and password, then click Login.
3. Click Symbol Requests.
4. Select your country, enter your location and click Add to open the New Symbol Detail.
5. Complete the symbol information and click Create.
6. On the Symbols Request screen, add comments and supporting documentation and click Submit Request.
7. When the symbols are available for download, you will receive an email confirmation. You can also check
your request status in the Symbols Order Portal by clicking Requests List.
Importing incidents
When importing new devices, updates can cause minor inconsistencies in imported data. While they are not
automatically corrected, they can be detected and solved. The system creates an incident list, which displays any
inconsistencies detected in the data with instructions for correcting the problems.
To view a list of incidents during a device import:
1. After completing a device import, a list of problems may be visible in the table on the import devices dialog
box.
2. Print the list if needed and close the dialog box.
3. Select View - Incidents from the menu options to view the list of assets and incident type, plus resolution
instructions.
4. Select Update to run the report.
5. If rack symbol was imported with an incorrect rack unit size, a report is generated stating that a certain asset
is consuming an incorrect number of rack units. Reposition the asset to consume the correct number of rack
units.
6. Select Devices to search for the asset and adjust the position to the correct rack unit size.
Inventory
The inventory allows simple or detailed searching for tangible assets, either placed or unplaced and selecting
them on a floor plan.
Placed assets
You can search for tangible assets and highlight them on a selected floor plan. Once the results are displayed in
the table, the assets in the list can be selected on the floor plan or rack by clicking on the column data. Columns
can be sorted numerically or alphabetically. This search function is available in plan, rack and asset views.
NOTE: Depending on your rights, simple search may not be visible, such as for a planner in project mode.
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