Asset Management Roles

Plexent
16479 Dallas Parkway, # 140

Addison, TX 75001
Phone: 972.381.0077
Fax: 972.381.8150
Asset Management
Roles and Responsibilities
Prepared for:
Fermi National
Laboratory
January 29, 2009
Copyright © 2008
Plexent
All Rights Reserved
Plexent Proprietary Information
Proprietary information of Plexent or its affiliates is contained herein. Any reproduction, use, appropriation, or disclosure
of this information, in whole or in part, without the specific prior written authorization of the owner thereof is strictly
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Revision Date 1/9/2009
FERMILAB COMPUTING DIVISION ASSET MANAGEMENT
Roles & Responsibilities
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ONLY THE ONLINE SYSTEM HAS THE CURRENT VERSION. VERIFY COPY AGAINST THE
ONLINE SYSTEM BEFORE USE.
GENERAL
Description Identifies Roles used by BMC Remedy v7.0
This document describes the roles used by Remedy v7.0 and how these
Purpose roles will be utilized by Asset Management during the phased
implementation. Not all roles will be used in the early stages.
Applicable to Asset Management ISO20000 Project
Supersedes N/A
Document
Asset Manager Owner Org Computing Division
Owner
VERSION HISTORY
Version Date Author(s) Change Summary
1 1/29/2009 Anil Garg Document Creation
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Fermi National Accelerator Lab Private / Proprietary
Copyright © 2008 All Rights Reserved
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TABLE OF CONTENTS
1.0 INTRODUCTION .............................................................................. 4ERROR! BOOKMARK NOT DEFINED.
2.0 ASSET MANAGEMENT PHASE I ROLES ...................................................................................................... 4
3.0 ASSET MANAGEMENT FUTURE PHASE ROLES ........................................................................................ 5
4.0 ASSET MANAGEMENT DETAILED ROLE DESCRIPTION ....................................................................... 5
5.0 RELATIONSHIP TO OTHER DOCUMENTS ................................. ERROR! BOOKMARK NOT DEFINED.
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1.0 Introduction
This document describes the roles with BMC Remedy System 7.0 for Asset Management.
 Application Administrator
 Approver
 Asset analyst
 Asset manager
 Consolidated service desk staff
 Cost manager
 IT director
 Purchasing manager
 Receiving personnel
 Requester or submitter
 Service manager
These roles will eventually be used by Fermilab Computing Division to manage assets. Each of
these roles will be phased in as required by the project deliverables.
2.0 Asset Management Phase I Roles
Initial roles required for the implementation for Phase I of the implementation:
 Application Administrator
 Asset analyst
 Asset manager
 Consolidated service desk staff
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3.0 Asset Management Future Phase Roles
The following roles will be implemented during future phases of the Asset
Management project.
 Approver
 Cost manager
 IT director
 Purchasing manager
 Receiving personnel
 Requester or submitter
 Service manager
4.0 Asset Management Detailed Role Description
The details about the roles are described below:
Additionally the following permission groups can be authorized to roles:
 Asset Admin
 Asset Config
 Asset User
 Asset Viewer
 Purchasing User
 Receiving User
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Application administrator
Application administrators use the Asset Management configuration forms

in the Application Administration console to:
 Modify permissions and functional roles.
 Configure assignment rules.

 Define bulk CI reorder levels.
 Delete CIs duplicated during the reconciliation process.
 Configure the default depreciation method for a specific CI categorization.
 Configure who gets notified when a CI is set to a specific status.
 Configure whether a CI is down or up depending on its status.
 Configure license management rules.
 Configure the priority of a CI unavailability record based on the unavailability class
(Incident or Change), and type (scheduled or unscheduled).
 Configure the approval process for configurations.
Asset analyst
Asset analysts use Asset Management to create, track, and manage CIs. The
asset analyst role might include the following tasks:
 Creating, searching for, and modifying CI records.
 Adding additional details, and relating other items to the CI records.
 Assigning a person or group to a CI.
 Performing bulk updates.
 Creating maintenance or audit schedules for CIs.
Asset manager
If you are the asset manager, your role most likely includes creating and
maintaining business contract data that is associated with CIs. Your role
requires an overall view of the CIs for which you are responsible.
In addition, some of the tasks an asset manager must perform include:
 Creating support, warranty, lease, maintenance, and software contract and license
information.
 Relating the contracts to the applicable CIs.
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 Maintaining the contract data.

 Making sure that customers are renewing or renegotiating their contracts.
 Managing inventory.
 Creating purchase requisitions.
 Reconciling CIs and marking duplicates for deletion.
Consolidated service desk staff
Consolidated service desk staff use Asset Management to resolve incidents

and change requests, view relationships among CIs in a networked
environment, and manage integrations among CIs.
Generally, the service desk staff’s role includes the following tasks:
 Displaying user data for a CI.
 Reviewing network topology relationships between CIs.
 Working with incidents related to specific CIs (if BMC Remedy Incident
 Management is installed) and change requests related to specific assets (if
 BMC Remedy Change Management is installed).
 Creating purchase requisitions to resolve a problem or fulfill a change request.
Approver
Approvers use Asset Management to approve purchase requisitions that have

been submitted by an IT requester. An approver can also approve
Configurations. An approver can be any person in your organization.
Cost manager
Cost managers work closely with the asset analysts and use Asset
Management to review cost information and prepare periodic charge-back
and cost recovery reports.
IT director
If you are an IT director or manager, your role focuses on tracking the CIs
and contracts in your organization and their costs.
An IT director might perform the following duties:
 In many organizations, the finance department is responsible for tracking
costs and calculating the total cost of ownership (TCO) for CIs. IT
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directors need to have access to this type of data to manage, calculate, and
reduce the TCO for their CIs.
 IT directors and managers typically generate reports based on the state of
the CIs in their department, business unit, or the appropriate cost center.
 Asset Management includes several predefined reports designed to help
monitor the CIs in an organization. Some of the predefined report types
include asset counts and changes, contract information, payments due, cost reports,
asset depreciations, network topology, and purchase orders.
It is also possible to generate reports to extract data for a specific date range.
Purchasing manager
Purchasing managers use Asset Management to maintain relationships with
suppliers, place purchase orders with suppliers, and track those orders to
fulfillment. Purchasing managers modify purchase requisitions, provide
pricing for items, and place orders with suppliers.
Purchasing managers who are not part of the IT organization might have
access only to the Purchasing console, which allows access to purchase
requisitions and purchase orders.
Receiving personnel
Receiving personnel use Asset Management to confirm that the correct items
were received from the supplier. These persons are responsible for receiving
and securing equipment, reconciling the line items of the purchase order
with the packing list or other documents, and ensuring the quality of the
materials received.
Requester or submitter
IT requesters can be asset managers, members of the service desk, or other IT

staff, and use Asset Management to request IT equipment for purchase. IT
requesters create purchase requisitions, modify their own purchase
requisitions, and use Asset Management to search for purchase requisitions
to check the status of their requests, for example, if the purchase requisition
is still pending approval or has been approved.
Service manager
Service managers use Asset Management to create service objects used for
Interpreting business problems, for example, cost of unavailability of services
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to a business area.
5.0 RELATIONSHIP TO OTHER DOCUMENTS

Document Name Relationship
BMC_ASSET_MANAGEMENTVer7_MANUAL.pdf BMC Asset Management 7.0
Manual
ITIL Glossary Terms and definitions
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Plexent

16479 Dallas Parkway, # 140

Plexent Proprietary Information

Applicable to Asset Management ISO20000 Project

Revision Date 1/29/2009

2.0 Asset Management Phase I Roles

3.0 Asset Management Future Phase Roles

4.0 Asset Management Detailed Role Description

The details about the roles are described below:

Additionally the following permission groups can be authorized to roles:

Application administrators use the Asset Management configuration forms

 Maintaining the contract data.

Consolidated service desk staff

Consolidated service desk staff use Asset Management to resolve incidents

Approvers use Asset Management to approve purchase requisitions that have

IT requesters can be asset managers, members of the service desk, or other IT

5.0 RELATIONSHIP TO OTHER DOCUMENTS

ITIL Glossary Terms and definitions

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