Use the Configuration Item Forms (example: Computer) to create, edit, and track Configuration Items (CIs). The forms are made up of four main areas:
- Default Form: Displays information based on the type of CI.
- Form Arrangement: Dynamically displays linked child records based on the type of CI, such as Journals, Incidents, and Problems.
- Form Area: Displays detailed CI information based on the type of CI, such as location and network information.
- Actions List: Dynamically displays a list of actions that are available for the current record.
The following table describes common fields on the CI Form:
|Default Form||Displays information about the item based on status and ownership.|
|Primary User||User assigned to the CI.||The asset is owned by a group or manager within an organization (ex. IT). The Owned By Team assigns the asset to a Primary User to use. The Primary User does not own the asset.|
|Primary User Name||
Name of the Primary User who uses the CI. The User assigned the asset by the organizational owner (see Owned by).
Provide a name in the Primary User field (ex: Gina), and then press Enter or Tab to locate the Customer Record.
Wildcards like % or * can be used with partial information. If an exact match is found, the information autopopulates the Requestor, Phone, and E-mail fields. If multiple matches are found (ex: Multiple Customers named Gina), the Contact Manager opens so that the technician can select the appropriate one.
|Form Area||Displays detailed CI information.||Fields in this area vary based on the type of CI. These fields are completely customizable and configurable.|
|Details||General CI details. Complete the necessary information. Only Friendly Name is required.||For example, the Computer CI uses Asset Tag, Manufacturer, Serial Number, Operating System information, etc.|
|Friendly Name||Name for the CI.||This name is displayed in the Default Form with the Asset Tag and the Record Type.|
|Asset Tag||Identification number for the CI.|
|Properties/Network||Component details specific to the CI type. Complete the necessary information. No fields are required.||For example, the Computer CI uses CPU information, Memory, Vendor, Barcode, etc.|
|Financial||Purchase details. Complete the necessary information. No fields are required.||For example, the Computer CI uses Vendor, Invoice ID, Purchase Date, Purchase Type, and Purchase Price.|
|Actions List||Common operations (initiate Actions/One-Step Actions).|
|Assign to me||Click the link to make yourself (Current User) the Owned By User of the asset.||One-Step Action (Take Ownership):
Makes the Current User the Primary User of the record.
|Create a new||Opens a prompt dialog box to log a Change Request, Incident, or Problem.|
|View the CI/Network Map||Opens the Configuration Item dialog box that includes a visualization of the CIs.|
|Activate||Sets the CI as active.|