Manage Product Types

Overview

The Enterprise Service Management (ESM) system groups assets into product types, which can contain any number of child product types, and product models. Product types allow for logical grouping of product models and can be used in association with inventory reports.

In this article:

What materials do I need?

  • Internet connectivity
  • A web browser
  • Privileges within the UA ESM system to the Assets/CIs module

How do I use this technology?

Review Exiting Product Types

  1. Open a web browser.
  2. Navigate to the UA ESM website.
  3. Login to UA ESM with your UA Email address and password.
  4. Click the Assets/CIs tab.

    UAA Enterprise Service Management Asset tab highlighted
     
  5. On the left side, click Product Types.

    UAA Enterprise Service management Assets Product Types button highlighted
     
  6. Review or search the product types available.

    UAA Enterprise Service Management Assets Product Types landing page

 

Add Product Type

Important
Before creating a new product type verify that a similar one does not yet exist, possibly under a different name, or is a child type. For example someone wanting to create a "Desktop Computer" product type, should use the "Computer / Desktop" type instead.

 

  1. Within the UA ESM system click the Assets/CIs tab.
  2. On the left side, click Product Types.

    UAA Enterprise Service management Assets Product Types button highlighted
     
  3. Click the parent product type (e.g. Computer), if appropriate.

    UAA Enterprise Service Management Assets Product Types parent type highlighted
     
  4. Click the + New Type button.

    UAA Enterprise Service Management Asset Product Types New Type button highlighted
     
  5. The Add Product Type dialog window will open.

    UAA Enterprise Service Management Assets Product Type Add Product Type dialog window
     
    1. In the Name field enter the name of the product type.
    2. In the Description field enter a brief description of the product type.
    3. In the Parent Type field verify that the correct parent type is displayed.
    4. In the Order field change the value to "1".
      • This ensures the product types are sorted by alphabetical order.
    5. Verify the Active checkbox is selected.
      • The entry should look similar to the following example.

        UAA Enterprise Service Management Asset Product Type Add Product Type example
    6. Click Save.

 

Disable Existing Product Type

Warning
In general product types should not be made inactive. Typically the only reason to inactive a product type is when a duplicate type is mistakenly created.

 

  1. Within the UA ESM system navigate to the Assets/CIs tab.
  2. On the left side, click Product Types.

    UAA Enterprise Service management Assets Product Types button highlighted
     
  3. Locate the duplicated product type, either by searching, or clicking through to the desired type.

    UAA Enterprise Service Management Assets Product Types parent type highlighted
     
  4. Click the duplicate Product Type.

    UAA Enterprise Service Management Assets Product Types duplicate type highlighted
     
  5. Click the Edit Type button.

    UAA Enterprise Service Management Assets Product Types Edit Type button highlighted
     
  6. The Edit Product Type dialog window will open.

    UAA Enterprise Service Management Assets Product Types Edit Product Type dialog window
     
  7. Uncheck the Active checkbox.

    UAA Enterprise Service Management Assets Product Type Edit Product Type active checkbox highlighted
     
  8. Click Save.

Need additional help or have issues

For support, requests may be submitted anytime by Requesting Support for the Enterprise Service Management service. Support Requests are worked by Priority based on the Impact and Urgency of need as well as the order they are received by the IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for ways to contact the appropriate support group.

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