The Managed Devices Selection page is available from the Select / Configure Devices button on the Managed Devices Settings page.

This page allows the Administrator to select which devices are managed vs non-managed (competitive asset), and fill any missing holes in the data, such as manufacturer, model or serial number information that wasn't returned in the audit results.  You may also select or enter different manufacturer and model names from those that were returned in the audit results, but which don't correctly identify the device, as the case with some print controllers.  Any manual adjustments are made distinguishable in a blue font, and the new values are substituted in other Central modules, such as the names displayed to the end-user in the Meter Validation report.

View Filters
By default all devices for the selected accounts are displayed, whether managed or not.  The information may be quickly filtered using the View Filters, i.e. select both options and the resulting rows will only show managed devices that require attention, such as a missing Serial Number, Manufacturer or Model value.

Sorting Columns
Columns with an up/down arrow below the header name allow you to click on the header name to sort the data in the grid either ascending or descending based on the values within that column.

Grid Filters
Grid filters provide a robust way to reduce the amount of data displayed in the grid to those row with entries which match criteria you specify.  Clicking on the Filter icon displays a list of the filters, with an option to clear the filter, or apply all filters at once.  The corresponding keywords are entered in the space to the left of the filter icons.  For instance, entering a keyword into the model column will apply the keyword with the selected filter option to all values within the Model column.

Simple Example; search for a particular Serial Number
Click on the filter icon located in the Serial Number column, and from the list select "Equal To".  Enter the Serial Number in the space to the left of the filter icon, and hit the Enter key to apply the filter.  The resulting row will be the device with the serial number you entered.  To clear the filter, select the filter icon and "Clear This Filter".

Complex Example; list only HP's with a Model name similar to "LaserJet 4000" and which have an ERP Equip ID assigned
Click on the filter icon located in the Manufacturer column, and from the list select "Equal To".  Enter "HP" in the space to the left of the filter icon.  Click on the filter icon located in the Model column, and from the list select "Like".  Enter "LaserJet 4000" in the space to the left of the filter icon.  Click on the filter icon located in the ERP Equip ID column, and from the list select "Not Is Empty".  Click on any filter icon, and select "Apply All Filters". The resulting rows will be the devices with the matching criteria.  To clear the filter, select any filter icon and "Clear All Filters".

Manually Add Device(s)
Unconnected devices defined as copiers, MFP's or scanners not plugged into a network or workstation; may be added manually to Central for the purpose of tracking the entire fleet.  With the associated account included in the Meter Validation, the device meters will be empty and will therefore be flagged as a field which requires attention (red cell), prompting the user to manually enter the latest value(s).  The Detailed Device information may be updated to provide a location and description to readily locate and identify the device, i.e. 3rd Floor Copy Room.

To add an unconnected device, select Click here to add a new row... located just below the grid filters.  Enter the appropriate account information, and hit the TAB key to move to the next field.  The manufacturer and model values are extracted real-time from the centrally hosted SideBySide database, or you may enter your own.  Entering the Serial Number allows you to uniquely identify this device from other similar models in the fleet.  The ERP Equip ID value may be entered if available, or during the next scheduled ERP sync, the ERP Equip ID will be matched to the Serial Number automatically (must be exact match).

Manufacturer and Model Edits
The manufacturer and model values are extracted real-time from the centrally hosted SideBySide database, or you may enter your own.  You may also enter different manufacturer and model names from those that were returned in the audit results, but which don't correctly identify the device, as the case with some print controllers.  Any manual adjustments are made distinguishable in a blue font, and the new values are substituted in other Central modules.

Serial Number Edits
Entering the Serial Number allows you to uniquely identify this device from other similar models in the fleet.  Any manual adjustments are made distinguishable in a blue font, and the new values are substituted in other Central modules.

ERP Equip ID Edits
If the associated account has been sync'd with and ERP system, and the Serial Number was an exact match, the ERP Equip ID field will be populated.  If the Serial Number wasn't populated in Central, or it was not an exact match, the orphan ERP Equip ID values associated with the account are displayed in a drop-down list for selection, or you may enter your own.  Any manual adjustments are made distinguishable in a blue font, and the new values are substituted in other Central modules.

Flagging Managed Device(s); Apply Updates button
To indicate a device is managed (service contract, etc.), place a check in the box of the appropriate device row.  To save the selections, click the Apply Updates button.  If an ERP sync has been set up, by default the device will be auto-selected based on an exact match with either the Serial Number or an ERP Equip ID (if you've already entered one).

Detailed Device Info
The audit results extracted directly from the device during an audit may be supplemented with attributes provided by the original equipment manufacturer (OEM), or by processing the audit history data and performing calculations.  In addition these values contain fields that may be edited by the Administrator on the Managed Device Select page, such as Description and Location.  Manual edits may be applied to to the Calculated or OEM sync information.  The values are used and displayed throughout Central, with the Device Field Selection page allowing the Administrator to configure their visibility.

Automatic Account Re-assignment
Depending on the lease and/or service program offered by the dealer, device(s) may be removed from Customer A's environment and later added to Customer B's environment.  Central automatically recognizes this, and assigns the meters to the correct account.  Combined meter and service histories may be retrieved for a lifetime analysis of the device, regardless of the environment changes that have occurred.

Device Summary
The Device Summary at the end of the report contains the total number of devices, and totals broken out by the number of managed and non-managed devices.