This documentation supports the 21.05 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the product version menu.

Creating and modifying maintenance and audit schedules

You create maintenance schedules and review schedules in the Schedule Criteria form. For example, Calbro Services has a high-speed high-volume network printer on each floor of their offices. These printers require maintenance every six months. The configuration administrator sets up a maintenance schedule for each of these printers.

To create a schedule

  1. In Asset Management Console, from the navigation pane, choose Functions > New Schedule.
  2. In the Schedule Criteria form, from the Schedule Type list, select the appropriate schedule type:
    • Audit Schedule — You can create only one audit schedule for each CI. If you create a new audit schedule for a CI that already has an audit schedule, the current audit schedule is deleted.
    • Maintenance Schedule — Use this to establish a periodic maintenance schedule. If necessary, you can create several maintenance schedules for a CI. For example, for the printers at a site, you can set up one schedule for changing the toner and another schedule for restocking the paper.

      Important

      When you select Maintenance, additional fields are displayed for Change Template and Change Requester. This enables you to schedule a change request to be automatically created with the selected template on a periodic schedule. The only change templates that appear in the Change Template list are change templates with a Change Type of Asset Maintenance.

    • Review Schedule — Use this to establish periodic review of configurations. For more information about review schedules, see Generating a configuration review schedule.
    • Decommission Schedule — Use this to drive the decommission process. For more information about decommission schedules, see Decommissioning schedule.
  3. Specify information about the schedule:
    1. For Schedule Name, specify a name for the schedule.
    2. For Schedule Description, provide a description for the schedule.
    3. From the Frequency and Period lists, select how often you want the schedule to occur (for example, every six months).
    4. For Lead Time in Days, specify the number of days in advance that you want someone to be notified about the schedule.
  4. Complete the rest of the fields:
    1. Select the Support and Notification criteria.
    2. If you selected schedule type as Maintenance, and if you have BMC Change Management installed, enter a change requester, and change template from the Change Template list.
      For example, when setting up a maintenance schedule for a network printer at Calbro Services, Allen Allbrook selects the Network.
      A change request is created when the schedule is due.
  5. Categorize the CIs by using the Tier fields, as described in Categorizing CIs.
  6. To relate the CI records to the schedule, click Add.
  7. Click Save.

To relate a schedule to a CI

You can relate only the following CI types to a schedule:

  • Application
  • Application Infrastructure
  • Application System
  • Computer System
  • Mainframe
  • Printer
  • Software Server
  • Equipment

Do the following steps:

  1. Open a CI, as described in  Searching for records in the application consoles Open link .
  2. From the navigation pane, choose Functions > Schedule.
    This option is available only for valid CI types that can be added to a schedule.
  3. In the Schedule Information dialog box, from the Schedule Type list, select the type of schedule that you want to relate, and click Create.
    The Select the schedule(s) to be related dialog box appears.
  4. Select the schedule you want to relate to the CI.
  5. Click Relate Selected Schedule.
    The schedule appears in the Schedule Information table.

To modify an entire schedule

  1. On the Asset Management console, from the navigation pane, choose Functions > Search Schedule.
  2. In the Schedule Criteria form, from the Schedule Type list, select one of the following options:
    • Audit Schedule
    • Maintenance Schedule
    • Review Schedule
    • Decommission Schedule
  3. Click Search
  4. Select a schedule from the search results.
  5. Modify the fields that you want to change, and click Save.

To modify one occurrence of the schedule for a CI

  1. Open a CI, as described in  Searching for records in the application consoles Open link .
  2. From the navigation pane, choose Functions > Schedule.
    This option is displayed only for valid CI types.
  3. In the Schedule Information dialog box, select the schedule that you want to modify, and click View.
  4. In the Schedule Information form, modify the fields you want to change, and click Save.

To change the status for a schedule

  1. Open a CI, as described in  Searching for records in the application consoles Open link .
  2. From the navigation pane, choose Functions > Schedule.
    This option is displayed only for valid CI types.
  3. In the Schedule Information dialog box, select the schedule that you want to modify, and click View.
  4. In the Schedule Information form, in the Status field, select a new option.
    The options are ScheduledIn Progress, and Completed. After you complete activities for a maintenance schedule or an audit schedule, change the status to Completed.
  5. Click Save.
  6. In the confirmation message that appears, click OK.

The modified schedule appears in the Schedule tab on the CI Information form. If you changed the status to Completed, the Schedule Information table displays the next scheduled audit or maintenance date.

Important

You can add only the following CI types to a schedule:

  • Application
  • Application Infrastructure
  • Application System
  • Computer System
  • Mainframe
  • Printer
  • Software Server
  • Equipment


Was this page helpful? Yes No Submitting... Thank you

Comments