This documentation supports the 23.3 version of BMC Helix ITSM Asset Management.To view an earlier version, select the version from the Product version menu.

User goals and features

Your role in BMC Helix ITSM: Asset Management determines the functions you perform. Often, multiple roles can perform the same tasks. The following table outlines the common goals and features you accomplish with the roles:

Related topics

Asset-Management-concept

Asset-Management-user-roles-and-permissions

Getting-started

Role

Goals and features

Reference

Approver

  • Approve or reject requests for the acquisition of new items.
  • Approve or reject proposed standard configurations.

Asset administrator

  • Create purchase requisitions.
  • After an item is delivered, verify the condition.
  • Label items after they have been delivered.
  • Keep CIs up to date.
  • Maintain the information of external organizations that supply or support items.
  • Maintain CI relationships. 
    The relationships are part of the service infrastructure that include the relationships between a CI and its suppliers and contracts. The relationships augment and add to the overall service structures that are maintained in the CMDB.
  • Manage inventory.
  • Perform bulk updates.
  • Create maintenance schedules and audit schedules for CIs.

Contract manager

  • Create support, warranty, lease, maintenance, and software contract and license information.
  • Relate the contracts to the applicable CIs.
  • Maintain the contract data.
  • Ensure that customers are renewing or renegotiating their contracts.

Financial manager

 Review cost information and prepare periodic charge-back and cost-recovery reports.

Purchasing manager

  • Obtain quotes from suppliers for items that have been requested for purchase.
  • Request approval for ordering items after the quotes from suppliers for these items have been collected.
  • Submit purchase orders for items that have been approved for purchase.
  • Update purchase line items after configuration administrators have confirmed the receipt of items for which purchase orders were submitted.

Software asset manager

  • Optimize software assets and manage compliance with software license contracts.
  • Evaluate usage of software licenses to make sure that the organization is not over purchasing licenses. 

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*