Creating a device report for exiting staff

@Daniel P 
There are a couple of ways of accomplishing this. 

The first option is to create a custom view with users' roles set to “no access” and they have an assigned device. Here is an article walking you through setting up this custom view.  

Another option is to copy and paste a column from an existing spreadsheet while using a "users" filter to recreate an existing report. Then, just pull in the assigned device column.

1. From your user view use the following filter: “Users”

2. Copy and Paste the email address from spreadsheet

   

I hope this helps 😁

@iiqadmin Thank you for your reply. I’m familiar with this approach, however the problem is most of our users have multiple devices. I’m aware there is a filter to show users with multiple devices, but the problem is IIQ won’t allow you to CSV export multiple devices out of this specific view. My ultimate goal is to create a mail merge to include all assigned device for each exiting staff, but I can’t get past this limitation in IIQ.

@Daniel P - We don’t have an issue pulling multiple devices as all our employees have a laptop and a dock currently assigned to them in IIQ and we also have employee with phones as well so sometimes an employees may have 3 to 5 items assigned to them.

We started by using the great work already created by Alec Baily - https://github.com/Alec-Bailey/IncidentIQ-Data-Sync.  We were able to use the code to pull all our data into our own database so I’m not sure if this will help you out or not.  Once you get your data into your own database then the possibilities are endless on what you can do.  You could easily write SQL scripts to extract the data that you need and generate emails or letters.  Below is an example email that we send to an employee when we they are leaving our district.

Hope this helps and feel free to ask additional questions if needed.

@Daniel P - I agree this should be basic functionality that should exist.  You would think simple needs would exist in their Onboarding/Offboarding product.  Because something like this didn’t exist we decided to just build our own and wrap it around all our workflows and needs.  It seems there’s not one company out there that has “THE” perfect product that will do everything we need right out of the box.  Because of that we tend to build our own solutions however I understand not every district has those types of skillsets.  I feel very fortunate our Superintendent sees the value of our Development/Database teams and has allowed my team to grow over the years.  If I could outsource my Dev team to you then I most certainly would however I don’t think that would go over to well and I would prefer to keep my job :-)  Best of luck and hopefully IIQ will come up with a simple solution for this issue.

Loving all the collaboration on this topic. Thank you all for your input 😁

@Daniel P There is an idea in our idea exchange regarding exporting assets. Please go vote and comment 

This could be done easily if the export options and rules/filters were universal among the different sub sections (tickets/assets/users). You can easily set up a view under Users to show users with multiple devices checked out, but you cannot export Assets from that view. If you try to replicate the view under Assets to export the data, you do not have the “User > Multiple Devices” filter as an option. It is the same under rules as well, you can create a rule based on “User > Multiple Devices”, but you can’t add a tag or a note to that user to have something to filter off under an Assets view. If you try to make a rule under Assets to assign a tag to the asset, there is no option for the User > Multiple devices. 

I have submitted an idea previously to try to make filters/columns/rules universal throughout the separate areas if you want to check it out.