Create enterprise assets

Create assets for specific model categories in the Enterprise Asset Management application.

始める前に

Role required: sn_eam.enterprise_admin or sn_eam.enterprise_asset_manager

このタスクについて

Enterprise asset classes have a one to one mapping to product model classes and model categories​. Enterprise asset classes are mapped to existing CI classes where applicable.

There are two kinds of assets: consumable assets and serialized assets. Consumable assets don’t have an asset tag or a serial number.

注:

This topic provides details on how to create enterprise, construction, facility, industrial, medical, retail, tactical equipment, transportation, and wearable assets. For details on how to create pallet assets, see Create pallet assets in the Enterprise Asset Workspace.

Unique identifiers for assets

When you create an asset that belongs to a model category linked to a CI class with identification rules defined for fields like the Asset tag, Serial number, or MAC address, you should provide details for at least one of these fields. The identification rules for a CI class are defined in the CMDB Identification and Reconciliation engine (IRE). For more details, see Identification rules and Create a CI identification rule. These rules help to uniquely identify the asset through these required fields and maintain accurate asset records. However, specifying the values for these fields is optional in the following scenarios:

• When you are creating an asset in the Build or On order state.
• When you are creating an asset that belongs to a model category without a CI class.
• When you are creating an asset that belongs to a model category linked to a CI class without any identification rules defined.

手順

1. Navigate to All > Enterprise Asset Workspace > Enterprise asset estate.
2. Select the All enterprise tab to select from all the Enterprise Asset Management models or select a specific asset tab such as Facility, Industrial, Medical, Retail, Transportation, and Consumable.
3. Select New.
4. In the dialog box, fill in the fields.

   Field	Description
   Type	The type of asset you want to create. Choose from the following options: Enterprise Asset Construction Asset Facilities Asset 注: The Enterprise Asset Management application supports only facilities assets that fall under the Facility asset [sn_ent_facility_asset] child class of the Enterprise asset [sn_ent_asset] class. The application does not support facilities assets that are listed in the Facility [alm_facility] table. Industrial Asset Medical Asset Retail Asset Transportation Asset Tactical Equipment Asset Wearable Asset 注: This field only appears if you selected New from the All enterprise tab.
   Model category	The model category that the asset belongs to. Based on the model category selected, the asset can be linked to a configuration item.

5. Select Create.
   The Create new asset page appears. By default, the asset is in Build state. You can change the status only after you’ve saved the asset record.
6. In the Create New asset page, fill in the details.
   For a detailed description of the fields, see Asset fields for enterprise assets.
7. Select Save.
   The asset is created along with a Configuration Item (CI) for this asset. Child assets are automatically created for the newly created asset. You can perform additional configuration on the asset by entering details in the other tabs such as Child Assets, Contracts, Expense Lines, and All Related Tasks.

   注:

   The All Related Tasks tab shows a list of the related tasks such as Disposal task, Resale task, Recall task, Work order task, and Move task associated with the asset. The Recall task and the Work order task associated with the child assets are also shown in the All Related Tasks tab.

   For the pre-assembled industrial assets, the MAC address field is also shown in the Child Assets tab.

8. After you’re done performing the additional configuration on the asset, you can change the status of the asset to In Use.
   The asset can be deleted only by the sn_eam.enterprise_admin role.