Hi Freshservice Community,
We’re looking for best practices to set up a semi-annual asset attestation process in Freshservice.
Goal:
Every 6 months, each employee should review and confirm the IT assets assigned to them (e.g., laptop, docking station, monitor(s), headset, phone).
What we want to achieve:
- The employee receives a request to review their assets
- They can Approve (everything is correct) or Reject (something is incorrect) and add a short comment
- If rejected, IT can update/correct the asset ownership/assignment and then close the request as “verified”
Questions:
- What is the best way to configure this in Freshservice?
(Service Catalog item + Workflow Automator + approvals, or another approach?) - Is it possible to automatically show the requester’s assigned assets inside the ticket or portal?
Or is the recommended way to attach an export/report to the request? - Which asset fields do you recommend using to make this reliable?
(For example: “Used by”, “Assigned to”, location/department mapping)
Any examples, workflow screenshots, or implementation tips would be greatly appreciated.
Thanks in advance!
Joram
