Configuration Items (CI)

This topic describes Configuration Items (CI) Management. This is a generic module to allow creation of any type of CI which is not specifically an asset or contract.

Viewing CI

To view the CI, click ‘CI’. The list of CI is displayed.

To expand and view any the details of any CI, click on against the CI.
Select between the listing of current CI or archived CI by selecting from the drop down as shown.

You can filter the CI to display only those records which meet the filter criteria. In order to open the Filters, click on icon on the right hand side. This expands the Filter menu shown below. Refer to the section Creating Filters for more information.
The 'Select Filter' drop down allows you to select a profile and apply it.

Click on the tabs 'Public' or 'Private' to select among the profiles. Public profiles are available for all users while Private profiles are available only for the user who created it.
Click on to clear the applied filter.
Click on to set the selected filter as default for this project.
The individual options of the listing page are described in detail under CI Management Options.

Customizing the View

To customize the list view, click on . The customization screen pops-up.

Drag and drop fields from the left hand to the right side to display in the view. Move the fields up or down to select the order of display.
Click on 'Update'.

CI Management Options

There are a number of actions which can be taken on CI and these are shown below

The options and the other buttons are described in the table below.

Serial. No	Option	Description
1	Modify	Modify the details of multiple CI using a template. Refer to the section Modify for details.
2	Import	Use a template with some of the attributes pre-filled for creating CI. Refer to the section Import for details.
3	Create Record	Create a Service Desk Record linked to the CI. Refer to the section Create Record for details.
4		Add a new CI. Refer to the section Add a new CI.
5		Delete one or more of selected CI.
6		Select one or more CI and click on 'Archive' to move the CI into archival when it is no longer active.
7		Click on the CI Audit Log button to view the Audit log of CI changes.
8		Toggle between the List View (default) and the Grid View for the CI using the slider.

In the CI listing view, in each of the groupings, you can set search profiles which act like filters and allow you to view only those records which satisfy the filter criteria. Follow the steps below to set filters.

Click on on the right hand side to open the filter options.

Select the filters values for each of the parameters. The values in the drop-down appear alphabetically.
Click on to expand the custom filter options and allows you to choose among the custom fields also.

Select any custom field, the criteria and value. Click on 'ADD' to add the filter.
Once the filter values are selected, if you want to apply it temporarily click on 'Apply'.
To save and create the filter, enter a filter name.
Use the slider to select between 'Public' and 'Private' filters while saving. Private filters can be created by you for your use only.
Click on .
A confirmation message is displayed. The filter appears in the 'Select Filter' drop down list in the listing view.
To modify a filter, apply the filter by clicking on 'Select Filter'. Next click on the filter button to expand the filter screen. Update the filter settings and click on .

Add a new CI

To add a new asset, click on the button.

The attributes are described in the table below.

Sr. No	Field Name	Description
1	CI Type	Select the appropriate ‘CI Type’ Note: CI types created in ‘Asset Configuration’->‘CI Types and Attributes’ section will be visible here Depending on the CI type selected, provide the details for all the fields configured for the contract type
2	CI Number	Enter the CI number. To have SapphireIMS generate a number click on 'Generate'.
3	Label	A label describing the CI.