Difference between revisions of "Asset Types"

From Hornbill
Jump to navigation Jump to search
 
(42 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
+
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].
−
__NOTOC__
+
 
−
{| style="width:100%"
+
[[file:hornbill-document-library.png|Asset Types|link=https://docs.hornbill.com/servicemanager-user-guide/asset-management/manage-asset-types/]]
−
|[[Main Page|Home]] > [[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Asset Types
+
<!--
−
|style="text-align:right;"|[[:Category:Asset Management|Index]]
+
{{Breadcrumb|[[Main Page|Home]] > [[Main Page|Home]] > [[Service Manager]] > [[Asset Management]] > Asset Types|Asset Management}}
−
|}
+
{{Section|
−
</div>
 
−
{|style="width: 100%"
 
−
|- valign="top"
 
−
|style="width:73%"|
 
 
== Introduction ==
 
== Introduction ==
−
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.
+
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.
−
|style="width:5%"|
 
 
|
 
|
−
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|  
+
{{RightBox|In This Article|
−
== Related Articles ==
+
:* [[#Default Asset Types|Default Asset Types]]
 +
:* [[#Managing Asset Types|Managing Asset Types]]
 +
:* [[#Asset Substates|Asset Substatuses]]
 +
:* [[#Asset Type Settings|Asset Type Settings]]
 +
}}
 +
 
 +
{{RightBox|Related Articles|
 
:* [[Manage Assets]]
 
:* [[Manage Assets]]
 
:* [[Assets]]
 
:* [[Assets]]
 +
:* [[Software Asset Management]]
 
:* [[Manage Vendors, Products, Versions]]
 
:* [[Manage Vendors, Products, Versions]]
−
|}
+
}}
−
 
+
}}
 +
{{Section|
 
== Default Asset Types ==
 
== Default Asset Types ==
 
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.  
 
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.  
Line 25: Line 28:
 
The default Asset Types include the following:
 
The default Asset Types include the following:
 
<br>
 
<br>
−
::{|
+
 
−
|- valign="top"
+
::* Desktop
−
|style="width:200px"|
+
::* Laptop
−
* Desktop
+
::* Server
−
* Laptop
+
::* Virtual Machine
−
* Server  
+
::* Headset
−
* Virtual Machine
+
::* Keyboard
−
|style="width:200px"|
+
::* Monitor
−
* Headset
+
::* Mouse
−
* Keyboard
+
::* Web Cam
−
* Monitor  
+
::* Smart Phone
−
* Mouse
+
::* Tablet
−
|style="width:200px"|
+
::* Printer
−
* Web Cam
+
::* Scanner
−
* Smart Phone
+
::* Desktop App
−
* Tablet  
+
::* Mobile App
−
* Printer
+
::* Desk Phone
−
|style="width:200px"|
+
|
−
* Scanner
+
}}
−
* Desktop App
+
{{TOP}}
−
* Mobile App
+
 
−
* Desk Phone
+
{{Section|
−
|}
 
−
<br>
 
 
== Managing Asset Types ==
 
== Managing Asset Types ==
−
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
+
=== Adding a New Asset Type ===
−
* '''Adding a New Asset Type'''
 
 
: A new Type can be added by clicking the "'''+ New Asset Type'''" button located at the top right of the Asset Types page.
 
: A new Type can be added by clicking the "'''+ New Asset Type'''" button located at the top right of the Asset Types page.
−
<div class="mw-collapsible-content">
 
−
[[File:New_Asset_Type_Button.PNG|center|Click "+ New Asset Type" to begin creating an Asset Type]]
 
 
<br>
 
<br>
 
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.
 
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.
−
[[File:Creating_a_New_Asset_Type_1.PNG|center|First select a Class and Specify a Name]]
+
[[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]]
 
<br>
 
<br>
−
There are only two mandatory pieces of information required to create your Asset Type:
+
 
−
* Class - Select an Asset Class. This influences the availability of additional asset properties. The additional properties are specific to the Asset Class selected.
+
====Asset Type Fields====
−
* Name - a short descriptive name which is displayed in lists and used for searches and reports.
+
{{bullet1|Class|The Asset Class influences the availability of additional asset properties. The additional properties are specific to the Asset Class selected.}}
−
<br>
+
{{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.}}
−
The following information is optional and can be added at a later date if necessary:
+
{{bullet1|Prefix|This is a 3 character prefix that is automatically added to the Asset ID}}
−
* Description - a high level description to help users understand more about the type and how it should be used
+
{{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.}}
−
* 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.
+
{{bullet1|Description|A high level description to help users understand more about the type and how it should be used}}
−
<br>
+
{{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.}}
−
Upon selecting an Asset Class, you will be presented with the properties that will be available when adding your individual Assets later.
+
 
−
[[File:Creating_a_New_Asset_Type_2.PNG|center|Selecting a Class exposes the Properties]]
+
==== Asset Type Attributes ====
 +
Upon selecting an Asset Class, you will be presented with the attributes that will be available when adding your individual Assets later.
 +
[[File:Creating_a_New_Asset_Type_2.PNG|right|400px|Selecting a Class exposes the Properties]]
 
<br>
 
<br>
 
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.
 
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.
 
<br>  
 
<br>  
 
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'''".
 
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'''".
−
[[File:Asset Type Properties Attribute Settings 1.PNG|center|Clicking a section exposes the attributes for configuration]]
+
[[File:Asset Type Properties Attribute Settings 1.PNG|right|400px|Clicking a section exposes the attributes for configuration]]
 
<br>
 
<br>
−
* 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.
+
{{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.}}
−
* Mandatory - Controls whether information must be provided in the field when adding or editing an individual Asset via the Hornbill Service Manager Application.
+
{{bullet1|Mandatory|Controls whether information must be provided in the field when adding or editing an individual Asset via the Hornbill Service Manager Application.}}
 
<br>
 
<br>
 
Once you are happy with the configuration of your Asset Type, click "Create" to finish.
 
Once you are happy with the configuration of your Asset Type, click "Create" to finish.
−
</div>
+
 
−
</div>
+
 
−
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
+
==== Deleting an Asset Type====
−
* '''Deleting an Asset Type'''
 
−
<div class="mw-collapsible-content">
 
 
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.
 
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.
−
[[File:Deleting an Existing Asset Type.PNG|center|The Trash Can Icon appears to the right of the Asset Type on hover]]
+
[[File:Deleting an Existing Asset Type.PNG|right|400px|The Trash Can Icon appears to the right of the Asset Type on hover]]
−
</div>
+
 
−
</div>
+
|
−
<br>
+
}}
 +
{{TOP}}
 +
 
 
== Asset Substates ==
 
== Asset Substates ==
 
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.
 
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.
Line 113: Line 113:
 
:* '''Mandatory'''
 
:* '''Mandatory'''
 
:: 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.
 
:: 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.
 +
{{TOP}}
 +
-->
 +
[[Category:HDOC]]
  
−
[[Category:Service Manager]][[Category:Asset Management]]
+
<!-- /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"