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Inventory Objects and States

Bravura Identity manages inventory by:

  • Maintaining a list of inventory items – This list can be used for provisioning or internal purposes. It includes the identifying information, location, type, and state of each item.

    One way to create the initial inventory list, or to keep it up-to-date, is to assign inventory managers and have them do the work using the Bravura Security Fabric web interface.

  • Provisioning inventory items to users – In general, Bravura Identity facilitates the provisioning of items by allowing users to submit requests for new items, routing request to authorizers for approval (if applicable), and notifying the appropriate people when items need to be delivered, shipped, or recovered.

    The process for requesting an inventory item is similar to the process for requesting a new account. For example, to request a new wireless device, users select an inventory template named smartphone to which the individual devices are mapped.

Bravura Identity keeps track of inventory items by altering their state information (available, reserved, assigned). Inventory managers and product administrators can also manually change the state of an item. The list of possible inventory states is pre-defined in Bravura Identity . Some states must be enabled before they can be used.

The list of inventory items includes the identifying information, location, type, and state of each item.

You can load an existing inventory list into Bravura Identity , or update an existing list, using the manageinv program to import inventory in batches. See manageinv usage information for full details.

Product administrators can manually enter individual inventory items using the Inventory item menu in the Manage the system (PSA) module. Regular users assigned as inventory managers can manually enter individual inventory items using the Manage inventory menu.

Getting started

Before you begin to define inventory objects and states:

Defining usable inventory states

Bravura Identity keeps track of inventory items by altering their state information in the database or external source. The following states are available to all inventory items by default:

  • In stock

  • Available

  • Reserved

  • Undelivered

  • Assigned

  • Outstanding

You can enable other possible states to refine the management of certain item types and locations; for example, you may need a way to track items that are lost, or in repair. The possible states are listed in Table Inventory states . In the table, default states are marked with Star . Figure 2, “Inventory states and workflow illustrates the relationship between inventory items, states, and provisioning workflow.

To enable possible states:

  1. Click Inventory > Inventory states.

  2. Select the inventory Type and Location combination that you want to modify inventory states for, then click Update.

  3. On the Inventory states page, select the extra states that you want available by selecting the appropriate checkboxes.

  4. Click Update.

The following table describes the possible states of inventory items. Default states are marked with a Star .

A product administrator or inventory manager must manually delete items that are in a Disposed state.

Table 1. Inventory states

This state …

Means the item is …

Before provisioning

Approved purchase

Approved for purchase, but has not yet been purchased and is unavailable for provisioning

Ordered

Approved for purchase and has been ordered, but is not yet in stock and not available for provisioning.

Star In stock

In stock but not yet available for provisioning.

Provisioning workflow

Available

Available for provisioning.

Star Reserved

Selected for provisioning.

Star Undelivered

Assigned but not yet in the possession of its user. The inventory manager must deliver the item to the user.

In transit to user/received by user

Shipped by the inventory manager and is in transit to the user or received by the user.

Star Assigned

Assigned and delivered.

Removed from user / stock

Star Outstanding

Deleted from a user’s profile but has not been retrieved from its former user.

Permanently damaged

Damaged beyond repair and is not available for provisioning.

Lost / Stolen

Missing and is not available for provisioning.

In repair

Being repaired and is not available for provisioning.

Disposed

Damaged or no longer needed and removed from stock.



Configuration notes

Users cannot change states in a way that would violate rules by which items are managed; for example, they cannot change a state from assigned to reserved.

When an item is assigned during an authorization workflow, it is put in a Reserved state. If the request is denied, Bravura Identity moves the item back to an Available state. If approved, the item is:

  • Assigned if inventory managers or implementers are not configured

  • Undelivered if inventory managers are configured

    An inventory manager must then move the item to Assigned status to acknowledge delivery.

  • Reserved if implementers are configured

    The item is Assigned once the implementer indicates the task is completed.

When configured the In transit and Received by user states are used together. The implementer marks the item as In transit , then the recipient logs in to acknowledge receipt, which marks the item as Received by user . These states are useful, for example, when items must be mailed to recipients.

Inventory managers and product administrators can use the Bravura Security Fabric interface to add items with the following states (when the state is enabled / usable):

  • Approved purchase

  • Ordered

  • In stock

  • Available

  • Lost/Stolen

  • Permanently damaged

Inventory managers and product administrators can move items:

From …

To …

Approved purchase

Ordered

Ordered

In stock

Available

In stock

In stock

Available

Lost/Stolen

Permanently damaged

In transit to user

Lost/Stolen

Lost/Stolen

In stock

Outstanding

In stock

Lost/Stolen

Permanently damaged

In repair

In repair

Permanently damaged

In stock

Permanently damaged

Disposed

Assigned

Available

You can use the manageinv program to manage items in any state.

Adding inventory items

To add inventory items:

  1. As a product administrator click Manage the system > Inventory > Inventory items.

    Alternatively, as an inventory manager, click Inventory Management.

    The Inventory item menu is displayed.

  2. Click Add new…

  3. Type the ID that will display in the inventory items selection list.

  4. Select Type and Location .

  5. Select the State.

    You can add items in Available or In stock status. Use the manageinv program to add items in other states.

  6. Type a Description that will display in inventory item lists.

  7. Add Notes as required.

  8. Click Add.

Changing inventory item states

To change the state of an existing inventory item:

  1. As a product administrator, click Manage the system > Inventory > Inventory items.

    Alternatively, as an inventory manager, click Inventory Management.

  2. Search for, or select, an item.

  3. Select a new State for the item .

    An item must be In stock or Outstanding to move to Lost/Stolen or Permanently damaged.

  4. Change other fields as required.

  5. Click Update.

    Bravura Security Fabric notifies appropriate users.

Unassigning inventory

To unassign an item from Bravura Identity user:

  1. As a product administrator click Manage the system > Inventory > Inventory items.

    Alternatively, as an inventory manager, click Inventory Management.

  2. Search for, or select, an item.

  3. Click Unassign. If required, confirm your actions .

  4. Click Update at the bottom of the form.

    You can only unassign items from user profiles that are managed by Bravura Identity .