About Configuration Items

Configuration Items is a three-field dropdown value list initially designed to track assets before the development of the Asset Management Module. It may be utilized as a dropdown field on the issue with two reportable connected values if needed.

The Asset Management Module performs PC and server audits, tracks hardware and software purchases, and has sophisticated reporting capabilities. For more information on this module, please see this article. 

All users can view Configuration Item-related data in issues and reports, as well as select a Configuration Item on an issue. 


 

Activating Configuration Items

Only users with Sys Admin permissions can activate Configuration Items within your system.   


Steps:

  1. Click the gear icon in the upper right > click on Optional Fields beneath System.
  2. Check Configuration Items beneath Settings Menu.
  3. Click Update.

A confirmation message will appear when this process is complete. The Configuration Items menu option will appear within the Administration menu when the update is complete.


 

Adding Configuration Items

Steps:

  1. Click the gear icon in the upper right > click on Configuration Items beneath Issues > click on Add in the right context menu.
  2. Enter a Configuration Item name.
  3. Select an Item Type.
  4. (Optional) Enter a Description.
  5. Click Save.

A confirmation message will appear when this process is complete.


 

Editing Configuration Items

Steps:

  1. Click the gear icon in the upper right > click on Configuration Items beneath Issues.
  2. Click edit next to the Configuration Item you are modifying.
  3. Make your changes in the Edit Configuration Item screen that opens.
  4. Click Update.

A confirmation message will appear when this process is complete.


 

Deleting Configuration Items

Best Practice: Whenever possible, always deactivate rather than delete existing items within your system. 


Steps:

  1. Click the gear icon in the upper right > click on Configuration Items beneath Issues.
  2. Click del next to the Configuration Item you are deleting.
  3. Click OK when prompted to confirm.

A confirmation message will appear when this process is complete.

 

Deactivating Configuration Items

Only users with Sys Admin permissions can deactivate Configuration Items within your system.


Steps:

  1. Click the gear icon in the upper right > click on Optional Fields beneath System.
  2. Uncheck Configuration Items beneath Settings Menu.
  3. Click Update.

A confirmation message will appear when this process is complete.