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Connect Assets schemas with incidents

 

To use the features described in this article, you’ll need be on Jira Service Management’s Premium or Enterprise plan and use the Advanced IT service management project template.

Connecting Assets object schemas with incident management in Jira Service Management enables you to associate relevant Assets objects (such as hardware, software, or other resources) with incidents, ensuring that all affected items are tracked and accounted for during incidents.

This setup provides visibility into Assets in change management for incident-related views, for example:

  • Risk insights: View ongoing or recent incidents on specific Assets objects.

Read more about connecting Assets schemas with changes.

Set up an Assets field for incident management

To be able to associate Assets objects with an incident, you must first create a custom issue field and map it to an Assets schema, so you can search and select objects in that field.

Step 1: Create a custom field for Assets

カスタム フィールドを作成する

  1. サービス プロジェクトから、[プロジェクト設定] > [オペレーション] > [インシデント管理] の順に選択します。

  2. In the instructions table of the Assets section, select Create custom field.

  3. On the page, select Create custom field again, and choose Advanced.

  4. Select Assets objects as the field type.

  5. Enter a name for the field. We suggest names that describe the field's purpose, like "Affected objects”. Read more about creating custom fields.

  6. Once you’re done, select Create. Creating this fields takes several minutes, so please keep waiting.

  7. You’ll be redirected to Associate field page. In this page, select the project and the screens in that project that you wish to associate your custom field related to change and incident management. Some commonly used screens are:

    1. Jira Service Management: Incident Create Issue Screen

    2. Jira Service Management: Incident View/Edit Screen

    3. Jira Service Management: Change Create Issue

    4. Jira Service Management: Change View/Edit Screen

  8. 更新を選択します。

Map Assets schemas with a custom field

  1. Once you set the screens for your field, go back to the Custom fields and find your newly created custom field.

  2. Select your field and switch to the Contexts tab.

  3. Select Create, edit, or delete contexts.

  4. Scroll down and select Edit Assets object(s) field configuration. This is where you will map Assets schemas with your field.

  5. Determine how this field will behave in your incidents by setting up the Assets field. Make sure to add the field to your request types. Read more about setting up an Assets object custom field.

Now your field is ready to be used in your incidents. However, you’ll still need to activate it for your request types to make it visible.

Step 2: Activate the custom field to incident request types

Before you’re all set to use the field, you must activate the field in your request types to make it visible in your change management features.

  1. Go back to your service project and navigate to Project settings > Incident management.

  2. In the Assets section, scroll down to the second step, and find the custom field you created under request types.

  3. Select the checkbox to make sure your field is now appearing in relevant incident management screens.

Once completed, the custom field will now be visible on the selected incident request types and you’ll be able to track incidents from your change management features. Users will be able to search for and add Assets objects from mapped schemas directly within these requests, enhancing the visibility and traceability of Assets objects affected by each incident.

You can activate a maximum of 30 Assets object custom fields in your incident management settings per project, which means you can track changes from up to 30 object schemas per project.

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