Linking supporting information to an asset
If you create an incident or any other record (such as, change request) for an issue with an asset, you can link that asset to the record. For more information, see Linking configuration items and assets to a record. The records linked to the asset are also displayed on the Details tab of the asset record in the Instance Editor (Remedyforce CMDB tab).
The following table lists tabs on the Details tab that enable you to link different types of records with an asset and view the previously linked records:
| Tab | Additional information |
|---|---|
| History | This tab enables you to add Knowledge Article, Notes, or Review actions to the asset. You cannot save a Client Note action after adding the action. Client Note actions are for the exclusive use of Self Service clients. This restriction is added to allow only Self Service clients to edit Client Note actions. |
| Clients | On the Attributes > General tab of the Instance Editor, if you select a client in the Primary Client field, the primary client is displayed on the Clients tab. The When you double-click a client record on this tab, the client record is opened on the Remedyforce Workspaces > Configuration > Clients tab in a new browser tab or window. However, if you do not have permissions to access the Remedyforce Workspaces tab or the Client form, the Remedyforce Self Service tab is opened in a new browser tab or window. |
| Accounts | If the In accounts lists, display Remedyforce accounts by default check box on the Remedyforce Administration > Application Settings > General Application Settings page is selected, only Remedyforce accounts are shown in the Select from Accounts window. To see all accounts, click |
| Incidents | On these tabs, you can use the View menu ( |
| Service Requests | |
| Change Requests | |
| Problems | |
| Releases | |
| Tasks | |
| Knowledge Articles | None |
| Documentation | This tab enables you to link documents or URLs that provide more information about the asset. |
| Auditing | This tab enables you to track the old and new values of CMDB attributes that are selected for auditing. In addition, the tab displays the attribute whose value was changed, date and time of change, and the user who changed the attribute value. System administrators can configure the attributes for which old and new values are tracked. For more information, see Tracking attribute history. If your system administrator is tracking the Record Update Count field, each time a CI record is saved, the text " Note: When you link a client from the Clients tab, a new row is added on the Auditing tab, where the value in the Changed Field column is |
To link supporting information to an asset
- Click the Remedyforce CMDB tab.
- From the CMDB List View, select the asset to which you want to link supporting information.
To search for an asset, type initial characters of the name of the asset or the full name of the class name in the Search text box and click
. For example, to search for Mobile Phone asset, you can type Mobile or Mobile Phone in the Search text box and click . You can also search using data in the Instance Name, Description, Class Name, Asset #, Token ID, and Serial # fields. If you select a class in the left pane, only the assets of that class are searched. To search all classes, select the Base Element class in the left pane. Click
.Click the Details tab.
Tip
When you move the mouse over a tab, a ToolTip appears with the total number of records in the tab.
- Click the appropriate tab.
You can view the list of records that were previously linked to the asset. For example, if you want to view clients that are linked to an asset or link a new client to an asset, click the Clients tab. - To add a record, click
.
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