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This page is about Assets & Inventory Plugin for Jira DC. Using Cloud? Click here.

Asset Type Schemes help you organize and categorize your assets by grouping similar ones together. By utilizing Asset Type Schemesthem, you can create a well-organized and efficient asset management system, saving time and effort in the long run.

On this page:

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Tip

For a detailed overview of how the AIP’s database is structured, including its key components and their functions, check out this refer to the related documentation.

Create your first Asset Type Scheme

  1. Open the Asset Type Schemes section tab from the top-level "Assets and Inventory" app menu.

  2. Select a starting point:

    • “Create new asset type Asset Type scheme” button: This option allows you to build a scheme from scratch.

      image-20240410-203344.png

    • The cog icon > “Create Create scheme from templates”templates: This provides pre-defined sample Asset Types to jumpstart your scheme creation.

      image-20240410-203436.png

  3. Assign a descriptive name and optional description for your scheme.

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  1. Select a permission scheme.

Note

Do not forget Remember to configure the permissions of this new asset type schemeAsset Type Scheme. Otherwise, only Jira Administrators can see and manage assets.

  1. Click Save to create it.

Add Asset Types to your scheme

Once you have a scheme, it's time to populate it with specific asset typesAsset Types. Think of an asset type Asset Type as a blueprint for individual assets within that category. Here's how to add them:

Step 1: Create

asset type

Asset Type

  1. Open the asset type Asset Type scheme you want to add the new asset types Asset Types to.

  2. Click the Create new asset typeAsset Type button.

    image-20240411-080825.png

  3. Define a new asset type Asset Type from scratch, specifying its unique attributes (e.g., model, serial number, purchase date).

    Screenshot 2024-04-11 at 11.09.31.png

    • Or use“the Clone from other asset type”Asset Type button:Save time by copying attributes from an existing asset type Asset Type and modifying them for the new one.

Step 2: Add attributes to define your

asset type

Asset Type

Attributes are the building blocks that define the specific details you want to track for each asset within a type. They are fields of an asset typeAsset Type, just like Jira Custom Fields. They are system-wide.

Tip

For example, the “Employee”

asset type

Asset Type can have attributes such as Employee ID, First Name, Last Name, National ID Number, etc.

Screenshot 2024-04-11 at 11.12.13.png

There are three ways to add an attribute:

  1. Select an attribute from the dropdown list, check or uncheck the “Required” option, and click Add selected Attribute.

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  2. If a required attribute isn't on the list, you can create it directly while adding the

asset type

  1. Asset Type. Click Not on list, create an attribute quickly and add to Asset Type.

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  2. Or you can explore a comprehensive list of available attributes for a wider selection. Click Open attributes on popup to select from list. Here you can select an already created attribute or create an attribute and add it to the Asset Type.

    Screenshot 2024-04-11 at 14.00.41.pngImage Modified

For more information on how to create an attribute, refer to this documentation.

Managing your Asset Types

Once you've established your asset typesAsset Types, you can perform various actions to maintain them:

  • Drag and Drop: Reorder attributes within an asset type Asset Type for a logical flow.

  • Delete Attribute: Remove unnecessary attributes from an asset typeAsset Type.

  • Set Required: Make specific attributes mandatory for all assets within that type (e.g., serial number).

  • Rename Asset Type: Change the name of an asset type Asset Type for clarity (remember to re-index after renaming).

  • Delete Asset Type: Remove an asset type Asset Type entirely if it's no longer relevant (re-indexing is required).

Moving Asset Types between schemes

As your asset collection grows, you might need to reorganize. The system allows you to move asset types Asset Types from one scheme to another for better categorization. Don't forget to re-index your schemes after making these changes.

Note

Re-indexing: This process ensures the system maintains a proper order within your asset type schemesAsset Type Schemes. The system might prompt you to re-index after specific actions; you can also do it manually for better organization.