Service and asset management integration

[Axel Forsman]

Hi, I'm new to the product and would like to understand better the capabilities of the service and asset management integration.

My use case is similar to the following: Let's say that my asset register contains cars (by serial number). Each car has a standard maintenance/inspection plan

1) As an agent/admin, can I create a default inspection plan (based on a list of pre-defined issues) for each asset and schedule the inspection?

2) This same inspection plan I should be able to use for different assets (=cars), and for one asset (car model) I should be able to have different inspection plans (depending on the maintenance/service program).

3) While performing the actual inspection (based on the plan), can I (as a service engineer) create issues (defects) against the inspection plan items? E.g. as sub-items or linked issues?

[Joseph Chung Yin]

@Axel Forsman -

The best approach of understanding how to incorporate Assets functionality with JSM is for you take a look at the following reference -

https://www.atlassian.com/software/jira/service-management/product-guide/getting-started/asset-and-configuration-management#how-it-works

Once you have the fundamental understanding and setup your configurations on your site, then you can further explore Jeroen's suggestions.

Best, Joseph Chung Yin

[Jeroen Poismans]

Hi Axel and welcome to the community!

Without resorting to a page long answer, here is a high level apporach on how I would go about this.

• I assume an Inspection plan consists of multiple Inspection Tasks for this, so we get the terminology straight.
• These concepts should be in your Asset management as ObjectTypes:
  • Inspection plan: Name ... etc + Field containing all Inspection Tasks
  • Inspection Task: Name, description ...
  • Car: All information +
    • link to an Inspection Plan
    • Recurrency of inspection
    • Last inspection date

Now that you have the Assets setup it boils down to creating the correct Automation rules.

• Each day / week run a rule that selects Cars based on Recurrency and Last update attributes.
• For each eligable Car, create an issue and link the Car to that issue
• For each issue created this way:
  • Take the linked Car asset
  • Read the Inspection plan
  • Read every Inspection Task on the Inspection plan
  • Create a linked issue for each Inspection Task

Service Engineers can create and link defects to to the created Inspection Task issues via standard Jira functionality.

Jeroen