Difference between revisions of "Asset Types"

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[[File:Asset.png| Assets]] '''Assets'''
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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/asset-management/manage-asset-types/ Hornbill Document Library].
  
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In [[What_is_Service_Manager? |''Service Manager'']] an asset is any resource that has value and needs tracking. Assets are grouped together as asset types. In a new instance the asset types available are:-
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[[file:hornbill-document-library.png|Asset Types|link=https://docs.hornbill.com/servicemanager-user-guide/asset-management/manage-asset-types/]]
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{{Breadcrumb|[[Main Page|Home]] > [[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Asset Types|Asset Management}}
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{{Section|
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== Introduction ==
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Asset Types allow you to define a grouping of particular types of assets that fall under the same Class.  Creating an Asset Type allows you to select the fields that will be available for that Asset Type. During the creation of an Asset, you will select the Asset Type to apply the defined fields against that asset.
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{{RightBox|In This Article|
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:* [[#Default Asset Types|Default Asset Types]]
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:* [[#Managing Asset Types|Managing Asset Types]]
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:* [[#Asset Substates|Asset Substatuses]]
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:* [[#Asset Type Settings|Asset Type Settings]]
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}}
  
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[[File:Default_Asset_types.png]]
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{{RightBox|Related Articles|
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:* [[Manage Assets]]
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:* [[Assets]]
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:* [[Software Asset Management]]
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:* [[Manage Vendors, Products, Versions]]
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}}
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}}
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{{Section|
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== Default Asset Types ==
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A number of Asset Types have been provided with Service Manager in order to allow you to quickly start adding your assets. Asset Types are available to select from when manually adding an individual asset or they can be specified as part of an import. These default Asset Types can be edited or deleted as necessary.
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<br><br>
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The default Asset Types include the following:
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<br>
  
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::* Desktop
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::* Laptop
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::* Server
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::* Virtual Machine
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::* Headset
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::* Keyboard
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::* Monitor
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::* Mouse
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::* Web Cam
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::* Smart Phone
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::* Tablet
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::* Printer
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::* Scanner
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::* Desktop App
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::* Mobile App
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::* Desk Phone
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}}
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Assets can be linked to [[What_are_Requests? |requests]] and each other. In a new instance of [[What_is_Hornbill? |Hornbill]] the Asset Management admin role can administer assets and asset types.
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{{Section|
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== Managing Asset Types ==
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=== Adding a New Asset Type ===
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: A new Type can be added by clicking the "'''+ New Asset Type'''" button located at the top right of the Asset Types page.
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<br>
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This will take you to the New Asset Type form. The first step in creating a new Asset Type is to select an Asset Class and specify the name and description of your new Asset Type.
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[[File:Creating_a_New_Asset_Type_1.PNG|right|400px|link=https://wiki.hornbill.com/images/f/f0/Creating_a_New_Asset_Type_1.PNG|First select a Class and Specify a Name]]
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<br>
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====Asset Type Fields====
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{{bullet1|Class|The Asset Class influences the availability of additional asset properties. The additional properties are specific to the Asset Class selected.}}
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{{bullet1|Name|A short descriptive name which is displayed in lists and used for searches, reports, and applied to assets created under this Asset Type.}}
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{{bullet1|Prefix|This is a 3 character prefix that is automatically added to the Asset ID}}
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{{bullet1|Auto Generate Name|When enabled, any asset that is created under this Asset Type, the name will be automatically created and based on the Asset ID.  This will include the Prefix if set.}}
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{{bullet1|Description|A high level description to help users understand more about the type and how it should be used}}
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{{bullet1|Image|An image can be added to provide a nice visual identifier of the asset type. Any asset created using this type will also use this image.}}
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==== Asset Type Attributes ====
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Upon selecting an Asset Class, you will be presented with the attributes that will be available when adding your individual Assets later.
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[[File:Creating_a_New_Asset_Type_2.PNG|right|400px|Selecting a Class exposes the Properties]]
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<br>
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The ''General Properties'' are common to all Asset Types. The ''Additional Properties'' are specific to the Asset Class specified when creating your New Asset Type.
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<br>
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Clicking on one of the sections beneath the General or Additional Properties will expand the section to expose the attributes (fields) within that section. There are two settings against each attribute "'''Visible'''" and "'''Mandatory'''".
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[[File:Asset Type Properties Attribute Settings 1.PNG|right|400px|Clicking a section exposes the attributes for configuration]]
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<br>
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{{bullet1|Visible|Controls whether the field is visible when viewing the details of an individual Asset. This setting can be used to hide fields that are not used.}}
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{{bullet1|Mandatory|Controls whether information must be provided in the field when adding or editing an individual Asset via the Hornbill Service Manager Application.}}
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<br>
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Once you are happy with the configuration of your Asset Type, click "Create" to finish.
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==== Deleting an Asset Type====
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If you wish to delete an Asset Type, hovering over the Type will present the Trash Can icon over to the right hand side. Clicking on this will delete the Asset Type.  However, if there are assets associated to this Type you will be prevented from deleting it.
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[[File:Deleting an Existing Asset Type.PNG|right|400px|The Trash Can Icon appears to the right of the Asset Type on hover]]
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}}
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{{TOP}}
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== Asset Substates ==
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Additional substates can be added in order to provide a more detailed description of the state of your asset.  These are managed through the substate configuration button on the top of the Asset Types list in the toolbar.  The substates are available to all Asset Types but they can be made visible or hidden for each Asset Type.
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=== Adding a Substate ===
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# Click on the Manage Substates button on the top of the Asset Types page in the tool bar
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# Select one of the existing States of either Current, Active, Archived
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# Enter the name of the new name of your sub state
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=== Making Substates Visible ===
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# Open an Asset Type from the Manage Asset Types option
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# Click on the ''Edit'' button
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# Expend the section ''General Asset Information''
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# Select options Visible and Mandatory as desired
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<br><br>
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== Asset Type Settings ==
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Each Asset Type will contain a variety  of fields based on the Class that was selected when the Asset Type was created.  These fields are contained within a number of sections which are determined by the Class type.  When each section is expanded, there are three options available to configure each field.
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:* '''Summary'''
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:: Selecting this will display the information stored in this field on a ''Summary'' section of the Asset form.  This is useful to present key information of the asset and also provides easy access for editing.
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:* '''Visible'''
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:: All the the provided field are part of the selected class.  It might be that some of these fields are not required for the Asset Type.  These can have the visibility turned off.
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:* '''Mandatory'''
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:: Making a field mandatory ensures that it is populated by a user.  If there is a field that has been set to mandatory but has not yet been populated, a user will be forced to enter a value for that field before any other changes can be saved.
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[[Category:HDOC]]
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<!-- /servicemanager-user-guide/asset-management/manage-asset-types -->

Latest revision as of 00:14, 10 February 2024

This document can now be found at its new location in the Hornbill Document Library.

Asset Types


Retrieved from "https://wiki.hornbill.com/index.php?title=Asset_Types&oldid=31936"