Assets overview
Use asset management to capture and detail information for your organization’s assets. This includes tracking ownership, costs, relationships, and the life cycle of assets to support strategic decision-making for your IT environment.
Asset data helps IT teams support asset users and make informed decisions about hardware and software purchases and redistribution.
Assets form the foundation of a Configuration Management Database (CMDB). You can use assets within incident, problem, and change processes to assist with incident classification, impact analysis, and change planning.
Before you begin
To manage assets, you must have one of the following roles and rights:
| Role | Description |
|---|---|
| Asset Management User | This role allows users to view and manage assets. It includes the View Asset Management, Create Assets and the Edit Assets application rights. |
| Custom role | A custom role can be created with the necessary application rights to view and manage assets. This allows for more granular control over who can access and modify asset information. For example, a custom role can be created with just the View Asset Management right |
Accessing Assets
From the left-hand application bar, select Service Management > Assets.
Partition selector
An asset partition is a group of assets where the access is restricted to selected users or groups. If asset partitions have been set up, you can select a partition to view the assets within it. Any asset not belonging to a partition can be viewed by selecting the Un-partitioned assets option.
Each partition has its own set of permissions. The ability to view, create, update, and delete assets within a partition will depend on the permissions that you have been given.
Asset views
Three views are available to display assets: Dashboard, All assets, and Assets under warranty. You can switch between views by selecting the desired view from the navigation bar.
Dashboard
The Assets dashboard displays tiles for available asset types. Click any tile to display a list of all assets belonging to that type.
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Current: Assets with this status are existing assets but are not currently in use.
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Active: Assets with this status are currently in use.
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Archived: Assets with this status are no longer in use and have been archived.
Home view
The Home view defines which area of the assets is displayed when you first open assets. The drop-down lets you set the current view as the Home view. Clicking on the Home icon will take you back to this view at any time. This option is available from any list and on the dashboard.
All Assets
The All Assets view displays all assets for the selected partition in a flexible Asset List
Assets under warranty
The Assets under warranty view displays assets currently covered by a warranty within your selected partition. This view helps you track coverage so you can manage maintenance and support requests effectively.
View requirements
For an asset to appear in this view, the Warranty Expires field must contain a date.
If you do not see the Warranty Expires field on your asset form, you can add it by customizing the asset type.
Warranty summary
The top of the view features summary counters that provide a quick look at your upcoming expirations. These counters show how many assets fall into the following categories:
- Expired
- Expiring within 30 days
- Expiring within 60 days
- Expiring within 90 days
- Expiring within 180 days
To view the specific list of assets for a time frame, select the corresponding counter or use the Warranty Expiry filter. This allows you to take proactive steps for maintenance before coverage ends.
Asset navigation
Use the Assets navigation to browse assets by selecting from the list of available asset types. Related asset types can be grouped under definable categories to make navigation easier. Selecting an asset type displays a list of all assets belonging to that type.
