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.

Performing additional functions on the CI form

You use the CI form to save information related to the categorization, physical location, financials, contracts, and so on. In addition to this, you can also use the CI form to save the following information:  

  • Additional data
  • Email contacts
  • Paging information
  • Impacted areas by the CI
  • Return information of the CI

You can only save the additional information for the existing CIs. To save the additional information, you must first open the CI that you want to change, as described in Searching for records in the application consoles.

To add additional data

You can add, view, modify, or remove additional CI data. You specify both the labels and values for this additional data. If you delete a CI, the associated additional data is also deleted.

In the navigation pane, select Advanced Functions > Additional Data.


To email contacts about information pertaining to CIs

  1. In the navigation pane, select Functions > Email System.
  2. On the Email System form, search for the people that you want to contact.
  3. In the Email Information area, specify the message details.
  4. If applicable, add an attachment.
  5. Click Send Email Now.

To Page a person

  1. In the navigation pane, select Functions> Paging System.
  2. In the Paging System form, in the People Search Criteria area, specify your search criteria, and click Search.
  3. Select the person you want to page, and click Select.
  4. In the Paging Information area, specify the person's pager information, enter the message, and click Send Page Now.

To page an on-call group

  1. In the navigation pane, select Functions> Paging System.
  2. Click the Page By On-Call Group tab.
  3. In the On-Call Group Search Criteria area, specify your search criteria, and click Search. Results matching your search criteria appear in the table.
  4. From the table, select the group that you want to page, and click Select.
  5. In the Paging Information area, specify the group's pager information, enter the message, and click Send Page Now.

To update the impacted areas

Changes or updates to CIs can affect more than one company, location, or organization. You specify which areas are impacted by a specific CI on the Impacted Areas tab on the CI Information form. BMC Helix ITSM: Change Management uses the CI's impacted areas to help determine approval mappings. For example, you can determine mappings based on location or organization.

  1. Open a CI, as described in Searching for records in the application consoles.
  2. On the Impacted Areas tab, click View.
  3. In the Impacted Areas dialog box, complete the fields to relate an impacted area to the current CI.
  4. Click Add and then click Close.
  5. On the CI Information form, click Save.

To record return information

When you return a CI, you can record the return information. You can also view and delete return information. This function is not available for bulk CIs.

You can record return information either from the CI form or from Receiving console. For information about the Receiving console, see Receiving-and-returning-purchase-items.

  1. Open a CI, as described in Searching for records in the application consoles.
  2. From the navigation pane, choose Functions > Returns.
  3. In the Return Receipts dialog box, click Create.
  4. In the Return Information dialog box, record the information.
    Specify the type of return, the quantity to return, and the reason for the return. You can also specify a Return Materials Authorization (RMA) number.
  5. Click OK.