Asset Types

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Index

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. During the creation of an Asset, you will select the Asset Type to apply the defined fields against that asset.

In This Article

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• Default Asset Types

Related Articles

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• Manage Assets
• Assets
• Manage Vendors, Products, Versions

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.

The default Asset Types include the following:

• Desktop
• Laptop
• Server
• Virtual Machine
• Headset
• Keyboard
• Monitor
• Mouse
• Web Cam
• Smart Phone
• Tablet
• Printer
• Scanner
• Desktop App
• Mobile App
• Desk Phone

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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.

Adding a Substate

1. Click on the Manage Substates button on the top of the Asset Types page in the tool bar
2. Select one of the existing States of either Current, Active, Archived
3. Enter the name of the new name of your sub state

Making Substates Visible

1. Open an Asset Type from the Manage Asset Types option
2. Click on the Edit button
3. Expend the section General Asset Information
4. Select options Visible and Mandatory as desired

Asset Type Settings

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.

• Summary

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.

• Visible

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.

• 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.