This documentation applies to the 8.1 version of Asset Management, which is in "End of Version Support." You will not be able to leave comments.

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Relating people, organizations, and groups to CIs in Service Pack 1 or later for version 8.1

You can relate people, organizations, and support groups to configuration items (CIs). You might need to relate a CI to people who either manage, support, or own the CI. For example, if you provide a new salesperson with a laptop, you can relate that person to the laptop. And, if you know the support group responsible for repairing laptops, you can also relate that support group to the laptop.

In a multi-tenancy environment, a user can access a CI record only if one of the following conditions is met:

  • The user belongs to the same company as the CI.
  • On the People tab, you create a Supported by or Used by relationship to a people organization. The user is a member of the same company as the people organization.
  • The user has unrestricted access to all companies.

Users with Asset Admin permission can modify any CI that they can access. Users with Asset Viewer permission can view any CI that they can access, but they cannot modify it.

Users with Asset User permission can perform the following tasks:

  • If they belong to a support group that has a Supported by role for the CI, they can modify the CI.
  • They can view, but not modify, any other CI that they can access.

You can relate more than one person, organization, or group to a CI. You can also relate different people or groups to the same CI, with different roles. For example, you can relate a printer to users of the marketing and engineering groups. You can set the printer as owned by the marketing group and managed by the printer support group.

After you create the relationship, you can modify the role assigned to the record. For more information about modifying the role, see Modifying an assigned role for people, organizations, or groups related to a CI.

The following topics are discussed:

To relate a person, organization, or group to a CI

  1. Open a CI, as described in Using search.
  2. Click the People tab, and click Add.

    On the Relate People form, existing people relationships are displayed in the Current People Relationships section.

  3. To add a person, organization, or group, in the Select Type section, select the type of contact.

  4. Search for and select the contact as described in the following table:

    Type of contact

    Steps to select the contact

    People

    1. In the Type list, select People.
    2. To make this person the primary contact for the CI, select Yes, and click OK.
    3. In the Search People Criteria section, select or enter the appropriate details and search for the person you want to relate.
    4. Click Search.
    5. From the results select the desired person record. To select multiple records, press the CTRL key and select the desired record.

    People organization

    Use People organization to relate people by their company, organization, or department.

    1. From the Type list, select People Organization.
    2. In the Search Organization section, select or enter the appropriate details for the organization or department.
    3. Click Search.
    4. Select a record from the results table and choose a relationship level.
      The relationship level defines which people are related to the CI. For example, you can related a CI at the company level. Therefore, if you are an employee of that specific company, you are related to that CI.

    Support group

    Note: You must have Asset Admin permissions to create a CI. If you have Asset User permissions, you can modify a CI only if it is related to your support group. Your administrator (or any person with Asset Admin permissions) can relate the CI to your support group.

    1. From the Type list, select Support Group.
    2. In the Search Support Group section, select or enter the appropriate details for the support group.
    3. Click Search.
    4. Select a record from the results table.
  5. In the Select Role section:
    1. Select the role the person, organization, or department performs in relation to the CI. The various options are:
      • Approved by — The individual who approved the CI

      • Created by — The individual who created the CI

      • Managed by — People who manage the CI

      • Owned by — The owner of the CI

      • Supported by — The people who support the CI

      • Used by— Use this role if you are specifying the Users of the system

    2. Click OK.
      The related record appears on the People tab on the CI Information form.

Note

The Used By role is used by software license management for compliance.

Modifying an assigned role for people, organizations, or groups related to a CI

  1. Open a CI, as described in Using search.
  2. Click the People tab.

  3. Select the record that contains the role you want to modify, and click Modify Role.

  4. In the Relate People dialog box, select the new role and click OK.

The role that the person, organization, or department performs in relation to the CI is updated to the new role you selected.

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