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This page is about Assets & Inventory Plugin for Jira DC. Using Cloud? Click here. |
Asset Type Schemes
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help you organize and
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categorize your assets by grouping similar ones together. By utilizing them, 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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For a detailed overview of how the AIP’s database is structured, including its key components and their functions, refer to the related documentation. |
Create your first Asset Type Scheme
Open
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the Asset Type Schemes
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tab from
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the top-level app menu.
Select a starting point:
“Create new Asset Type scheme” button: This option allows you to build a scheme from scratch.
The cog icon > Create scheme from templates: This provides pre-defined sample Asset Types
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to jumpstart your scheme creation.
Assign a descriptive name and optional description
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Create Empty Scheme
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Create Scheme From Templates
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Configure First Asset Type Scheme
Click Configure button on Asset Type Schemes page. Configuration page will be loaded.
Create new Asset Type
Click "Create new asset type" button to add new Asset Type. If you select Clone from other asset type, all attributes will be copied to the new Asset type.
Let's create an empty Laptops asset type. It has no attributes.
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for your scheme.
Select a permission scheme.
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Remember to configure the permissions of this new Asset Type Scheme. Otherwise, only Jira Administrators can see and manage assets. |
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 Types. Think of an Asset Type as a blueprint for individual assets within that category. Here's how to add them:
Step 1: Create Asset Type
Open the Asset Type scheme you want to add the new Asset Types to.
Click the Create new Asset Type button.
Define a new Asset Type from scratch, specifying its unique attributes (e.g., model, serial number, purchase date).
Or usethe Clone from other Asset Type button:Save time by copying attributes from an existing Asset Type and modifying them for the new one.
Step 2: Add attributes to define your 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 Type, just like Jira Custom Fields. They are system-wide.
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For example, the “Employee” Asset Type can have attributes such as Employee ID, First Name, Last Name, National ID Number, etc. |
There are three ways to add an attribute:
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Select an attribute from the dropdown list, check or uncheck
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the “Required” option, and click
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Add selected Attribute
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If a required attribute isn't on the list, you can create it directly while adding the Asset Type. Click Not on list, create an attribute quickly and add to Asset Type
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Or you can explore a comprehensive list of available attributes for a wider selection. Click
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Open attributes on popup to select from list
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Asset Type Operations
Following operations are supported
- Drag and drop attributes to re-order them.
- Delete an attribute from asset type
- Set required of an attribute
- Rename asset type (re-index is required)
- Delete asset type
Move asset types
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. Here you can select an already created attribute or create an attribute and add it to the Asset Type.
For more information on how to create an attribute, refer to this documentation.
Managing your Asset Types
Once you've established your Asset Types, you can perform various actions to maintain them:
Drag and Drop: Reorder attributes within an Asset Type for a logical flow.
Delete Attribute: Remove unnecessary attributes from an Asset 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 for clarity (remember to re-index after renaming).
Delete Asset Type: Remove an 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 from one scheme to another for better categorization. Don't forget to re-index your schemes after making these changes.
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Re-indexing: This process ensures the system maintains a proper order within your Asset Type Schemes. The system might prompt you to re-index after specific actions; you can also do it manually for better organization. |