Agent Guide: How to add a new CMDB record

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.

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