Build your software licence assignment tracker.

How to build your software licence assignment tracker

1. 1

   Describe the job

   Keep software seats, assignees and reclaim requests connected to source confirmation.

2. 2

   Review the first version

   Choose how the it administrator records the product and how the system owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your software licence assignment tracker

• Keep the product in context

  Keep product, seat, assignee, assignment date, reclaim request and source confirmation together so the next person can understand the request or record.

• When the next step needs a decision

  A seat is requested back from a departed employee but the provider still shows it assigned. Keep reclaim requested separate from confirmed available capacity.

• Keep source confirmation visible

  Keep a seat allocated until its reclaim is confirmed in the source system.

• Choose what each person needs

  Give the it administrator a working view and the system owner a review view. Keep product and seat attached to the decision as the work moves between them.