Agent Guide: How to add a new CMDB record
- Adding or managing Configuration Management Database (CMDB) records on the Wavity ITSM platform is designed to be straightforward and user-friendly for agents.
- Note: The steps outlined below serve as general instructions and can be customized to meet specific organizational needs; however, the core workflow remains the same.
- Agents with the appropriate access can log in using their credentials and will be directed to the Agent Interface.
- From the Agent Interface, Click on ‘CMDB’ from the quick links widget.
- You can create new CMDB records either manually or by importing data in bulk using Excel or CSV files. Click on "New Record" to begin adding a CMDB entry manually.
- Enter the name or title of the asset and select the appropriate asset type for the record.
- Choose the asset’s location from the dropdown menu.
- Select the current status of the asset using the available dropdown options.
- Specify the asset’s classification—whether it is managed or unassigned. Use the description box to add any relevant notes or context.
- If the asset is assigned to a user, input the user’s details. Once a name is selected, related user information will auto-populate.
- Complete the procurement section with details such as procurement type, vendor, make, serial number, and any additional vendor information.
- After all required fields are completed, click "Save" to finalize and create the new CMDB record.
