Create a new configuration item (CI) type

When a Change Coordinator creates a task that requests an update to the Configuration Management System (CMS) data model, the Configuration Manager reviews the task to verify that the change is required. If the Configuration Manager determines that the CMS data model must be updated to add a new configuration item (CI) type, the Tools Administrator creates the new CI type in Service Manager.

To create a new CI type, follow these steps:

1. Find the change task that requests the creation of a new CI type in your To Do Queue, and then double-click the record to open it. If you do not see the task in your To Do Queue, click Change Management > Search Tasks. Use search or advanced search to find one or more records.
2. Review the task instructions regarding the new CI type.
3. Create the new CI type. To do this, follow these steps:
   1. Click  Configuration Management >Administration > Add New CI Type.
   2. After the wizard opens, follow the onscreen instructions.
4. After the CI type is created, return to the task record and update it with the following information:
   • CI data
   • Actual Start date
   • Actual End date
5. Close the task. To do this, follow these steps:
   1. Click Close.
   2. Select a Closure Code and then type a comment in the Closure Comment field.

   3. Click Finish. Service Manager sets the task state to Closed.

6. Determine whether the Configuration Management policies require an update:
   • If an update to the Configuration Management policies is required, update the policies or contact the Tools Administrator to request implementation.
   • If no update to the Configuration Management policies is required, no further action is required.

Related topics

Example: Search for a record
Modify a configuration item (CI) type
Delete a configuration item (CI) type
Update Configuration Management policies