Playbooks for Enterprise Asset Management

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Playbooks provide a step-by-step guidance for setting up your assets with important information.

    Playbook overview

    A playbook takes a workflow and breaks it into multiple lanes. The workflow for a playbook is generally created using the Exploring Playbooks. Each lane in a playbook includes:
    • A list of activities that you review.
    • Status indicators that display the current state of each activity.
    • Check marks that indicate where you are in the workflow.

    As you mark an activity complete in a lane, you move to the next activity. You can save an activity at any time and return to the playbook later. After you complete all the activities in a lane, you move to the next lane. As you keep completing activities and lanes, the status keeps getting reflected in the left-hand panel. An Activity log, on the right-hand side of the playbook shows all the data that you’ve entered for each activity.

    Playbook layout

    The playbook is divided into the following parts:
    • lanes on the left-hand side.
    • work area in the center.

    Available Playbooks for Enterprise Asset Management

    Use the following playbooks available for the Enterprise Asset Management for onboarding assets.
    • Asset onboarding playbook: allows you to onboard a single asset.
    • Multi-asset onboarding playbook: allows you to onboard multiple assets at one go.

    Asset onboarding playbook

    The asset onboarding playbook provides context at each step of the process and helps you enter critical information for your assets.

    Each asset can have only one onboarding process and for each onboarding process, there's an onboarding task to track the process.

    The Asset Onboarding Task [sn_itam_common_asset_onboarding_task] table tracks the asset onboarding process.

    Playbook for asset onboarding

    Multi-asset onboarding playbook

    The multi-asset onboarding playbook lets you onboard multiple assets for a single model at one go.

    The enterprise asset technician role needs to create a catalog request for onboarding assets. Once the request is submitted, a requested item is created along with an onboarding task. Using the onboarding task, the enterprise asset manager role can launch the multi-asset playbook from the Enterprise Asset Workspace. Once the onboarding task is completed, the catalog request and the requested item's state changes to Closed Complete.

    For details on creating a catalog request for onboarding assets, see Create a catalog request for onboarding multiple assets. For details on launching the multi-asset playbook, see Create a multi-asset onboarding process.

    Multi-asset playbook