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IT asset management

Drumlin Ridge Systems · IT asset management · Rochester, NY

Zelda Abernethy is the IT manager at Drumlin Ridge Systems, an in-house IT team in Rochester, and she uses this to move every new hire's laptop, monitor and phone from first request through approval, order and delivery to a tagged device in their hands.

Software and ITSales pipelineLinked tables5 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 notification · 1 stage rule set · 1 agent
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Equipment pipeline

Equipment requests
Requested4
REQ-26-126Marisela Dunmore-EzeHeadset
REQ-26-129Ophelia Ravenscar-DunnMonitor
REQ-26-131Percival Okwuosa-LundDock
REQ-26-134Soledad Marchetti-BayLaptop
Approved5
REQ-26-124Lucan Wetherby-RaoMonitor
REQ-26-128Ophelia Ravenscar-DunnLaptop
REQ-26-130Percival Okwuosa-LundLaptop
REQ-26-132Quenby Haldorsen-NairLaptop
REQ-26-133Rutger Ballantyne-ObiLaptop
Ordered3
REQ-26-123Lucan Wetherby-RaoLaptop
REQ-26-125Marisela Dunmore-EzeLaptop
REQ-26-127Nestor Fairchild-ItoLaptop
Received3
REQ-26-118Isolde Vanterpool-KimLaptop
REQ-26-120Jory Sunderland-AzizLaptop
REQ-26-121Kalinda Brewster-OyeLaptop
Issued19
REQ-26-101Anwen Strathclyde-MbekiLaptop
REQ-26-102Anwen Strathclyde-MbekiMonitor
REQ-26-103Anwen Strathclyde-MbekiDock
REQ-26-104Corvin Halloran-IyerLaptop
REQ-26-105Corvin Halloran-IyerMonitor
14 more
Declined2
REQ-26-135Marisela Dunmore-EzeMonitor
REQ-26-136Fenella Wrightson-BaHeadset

Tables

Equipment requests

36 sample rows · 16 columns

Every piece of equipment asked for a new hire, from first request through order and delivery to the day it is handed over.

Request numberNew hireEquipmentWhat was asked forStageRequestedNeeded by
REQ-26-134Soledad Marchetti-BayLaptop14-inch business laptop, 32 GB memory, 512 GB driveRequestedOct 2, 2026Nov 2, 2026
REQ-26-132Quenby Haldorsen-NairLaptop14-inch business laptop, 32 GB memory, 512 GB driveApprovedOct 1, 2026Oct 26, 2026
REQ-26-133Rutger Ballantyne-ObiLaptop14-inch business laptop, 16 GB memory, 512 GB driveApprovedOct 1, 2026Nov 2, 2026
REQ-26-130Percival Okwuosa-LundLaptop14-inch business laptop, 32 GB memory, 512 GB driveApprovedSep 30, 2026Oct 19, 2026
REQ-26-131Percival Okwuosa-LundDockUSB-C docking station, USB-C, ethernet and chargingRequestedSep 30, 2026Oct 19, 2026
REQ-26-127Nestor Fairchild-ItoLaptop14-inch business laptop, 32 GB memory, 1 TB drive for buildsOrderedSep 29, 2026Oct 12, 2026
REQ-26-128Ophelia Ravenscar-DunnLaptop14-inch business laptop, 16 GB memory, 256 GB drive, travel weightApprovedSep 28, 2026Oct 19, 2026
REQ-26-129Ophelia Ravenscar-DunnMonitor27-inch monitor, 27-inch, two for a dual setupRequestedSep 28, 2026Oct 19, 2026
REQ-26-135Marisela Dunmore-EzeMonitor34-inch ultrawide monitor, curvedDeclinedSep 28, 2026Oct 12, 2026
REQ-26-125Marisela Dunmore-EzeLaptop14-inch business laptop, 32 GB memory, 512 GB driveOrderedSep 25, 2026Oct 12, 2026
REQ-26-126Marisela Dunmore-EzeHeadsetnoise-cancelling headset, USB wired, call center gradeRequestedSep 25, 2026Oct 12, 2026
REQ-26-123Lucan Wetherby-RaoLaptop14-inch business laptop, 32 GB memory, 512 GB driveOrderedSep 23, 2026Oct 12, 2026

24 more rows

New hires

18 sample rows · 9 columns

The people starting soon or just started, who need equipment in hand on their first day.

New hireDepartmentFirst dayReach numberEquipment requestsAssets held
Anwen Strathclyde-MbekiEngineeringSep 14, 2026(585) 555-0120REQ-26-101, REQ-26-102, REQ-26-103AT-26-1101, AT-26-1102, AT-26-1103
Corvin Halloran-IyerSalesSep 14, 2026(585) 555-0121REQ-26-104, REQ-26-105AT-26-1104, AT-26-1105
Dorothea QuistgaardFinanceSep 14, 2026(585) 555-0122REQ-26-106, REQ-26-107AT-26-1106, AT-26-1107
Emeric Tolliver-OseiEngineeringSep 28, 2026(585) 555-0123REQ-26-108, REQ-26-109, REQ-26-110AT-26-1108, AT-26-1109, AT-26-1110
Fenella Wrightson-BaCustomer SupportSep 28, 2026(585) 555-0124REQ-26-111, REQ-26-112, REQ-26-136AT-26-1111, AT-26-1112
Gunnhild Abernathy-SotoOperationsSep 28, 2026(585) 555-0125REQ-26-113, REQ-26-114AT-26-1113, AT-26-1114
Hadrian Okonjo-PryceSalesSep 28, 2026(585) 555-0126REQ-26-115, REQ-26-116, REQ-26-117AT-26-1115, AT-26-1116, AT-26-1117
Isolde Vanterpool-KimEngineeringOct 5, 2026(585) 555-0127REQ-26-118, REQ-26-119AT-26-1118
Jory Sunderland-AzizPeople TeamOct 5, 2026(585) 555-0128REQ-26-120
Kalinda Brewster-OyeFinanceOct 5, 2026(585) 555-0129REQ-26-121, REQ-26-122AT-26-1119
Lucan Wetherby-RaoEngineeringOct 12, 2026(585) 555-0130REQ-26-123, REQ-26-124
Marisela Dunmore-EzeCustomer SupportOct 12, 2026(585) 555-0131REQ-26-125, REQ-26-126, REQ-26-135

6 more rows

Vendors

5 sample rows · 8 columns

The suppliers the IT team buys equipment from and on what terms.

VendorSuppliesAccount repRep phonePayment termsOrders placed
Cobbler Hill PeripheralsDocks, headsets and cablesOttoline Ravensworth-Oke(585) 555-0114Card on orderREQ-26-112, REQ-26-117
Ironbark Cable and DockDocking stationsLorcan Treadgold-Dube(585) 555-0115Net 30REQ-26-103, REQ-26-110, REQ-26-122
Lakeview Business ComputersLaptops and workstationsThorvald Aldenhoff-Pike(585) 555-0111Net 30REQ-26-101, REQ-26-104, REQ-26-106, REQ-26-108, REQ-26-111, REQ-26-113, REQ-26-115, REQ-26-118, REQ-26-120, REQ-26-121, REQ-26-123, REQ-26-125, REQ-26-127
Northgate Display SupplyMonitors and mountsPerpetua Hargreave-Mbeki(585) 555-0112Net 45REQ-26-102, REQ-26-105, REQ-26-109, REQ-26-114, REQ-26-119
Pinewood Telecom DirectPhones and mobile plansCassius Delacroix-Imani(585) 555-0113Net 30REQ-26-107, REQ-26-116

Assets

25 sample rows · 9 columns

Every tagged device the team owns: where it is, who holds it and when the warranty ends.

Asset tagEquipmentModelSerial numberStatusAssigned toPurchased
AT-26-1101Laptop14-inch business laptopSN1354013IssuedAnwen Strathclyde-MbekiAug 28, 2026
AT-26-1102Monitor27-inch monitorSN9691166IssuedAnwen Strathclyde-MbekiAug 28, 2026
AT-26-1103DockUSB-C docking stationSN9946172IssuedAnwen Strathclyde-MbekiAug 28, 2026
AT-26-1104Laptop14-inch business laptopSN6188636IssuedCorvin Halloran-IyerSep 1, 2026
AT-26-1105Monitor27-inch monitorSN8939946IssuedCorvin Halloran-IyerSep 1, 2026
AT-26-1106Laptop14-inch business laptopSN2234344IssuedDorothea QuistgaardSep 2, 2026
AT-26-1107Phonecompany mobile phoneSN7241326IssuedDorothea QuistgaardSep 2, 2026
AT-26-1108Laptop14-inch business laptopSN8903662IssuedEmeric Tolliver-OseiSep 11, 2026
AT-26-1109Monitor27-inch monitorSN7702064IssuedEmeric Tolliver-OseiSep 11, 2026
AT-26-1110DockUSB-C docking stationSN3264651IssuedEmeric Tolliver-OseiSep 11, 2026
AT-26-1111Laptop14-inch business laptopSN1719185IssuedFenella Wrightson-BaSep 14, 2026
AT-26-1112Headsetnoise-cancelling headsetSN9713569IssuedFenella Wrightson-BaSep 14, 2026

13 more rows

Forms and booking

Ask for equipment

Form
Ask for equipmentThe form a hiring manager fills in to request a device for a new hire.
What is the ticket number for this request? *
Which new hire is it for?
What do they need? *LaptopMonitorDockPhoneHeadset
Anything special about what they need?
By which day must it be in their hands?
Send to IT

Dashboards

Equipment and spend

Equipment requests
Requests by stage
  • Issued19
  • Received3
  • Ordered3
  • Approved5
  • Requested4
  • Declined2
Quoted cost by equipment
  • Laptop$32,425
  • Monitor$3,690
  • Dock$815
  • Phone$1,355
  • Headset$455
Requests per week
  • Aug 23, 20265
  • Aug 30, 20262
  • Sep 6, 20268
  • Sep 13, 20266
  • Sep 20, 20266
  • Sep 27, 20269

Also included

  • Equipment pipelineStage rules
  • Item deliveredNotificationTells the help desk when an item arrives so it can be set up and tagged.

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