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How to implement a semi-annual “user asset attestation” (verify assigned assets) in Freshservice?

  • January 15, 2026
  • 0 replies
  • 2 views

JoramP
Contributor
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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:

  1. What is the best way to configure this in Freshservice?
    (Service Catalog item + Workflow Automator + approvals, or another approach?)
  2. 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?
  3. 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