User Guide: CI Asset Management Fields

User Guide: CI Asset Management Fields 

Release: 1.4.0

Overview 

The CI Asset Management Fields enhancement adds three new asset lifecycle tracking fields to Configuration Item (CI) records in the Bearing platform. These fields - Warranty, Service Plan, and Depreciation Schedule - allow teams to track financial and maintenance information directly on CI records. Asset-related information is also now visible in the CI Attributes section, so SOC Agents can view lifecycle data without navigating to separate asset records. 

New Fields on CI Records 

1. Warranty (Checkbox) 

Indicates whether the CI is currently under warranty. 

• ☑️ Checked (Yes) = Device is under active manufacturer or extended warranty 

• ☐ Unchecked (No) = Warranty has expired, was voided, or does not apply 

When to check Yes: 

• Device is within the manufacturer warranty period 

• An extended warranty has been purchased and is active 

• Warranty was recently renewed 

When to leave unchecked: 

• Warranty period has expired 

• Used or refurbished equipment with no warranty 

• Warranty has been voided 

2. Service Plan (Checkbox) 

Indicates whether the CI has an active service or maintenance plan. 

• ☑️ Checked (Yes) = Active service/maintenance plan coverage 

• ☐ Unchecked (No) = No active service plan 

3. Depreciation Schedule (Dropdown) 

Defines the asset depreciation period in years (1-20 years). 

Updating CI Records 

Updating an Individual CI Record 

1. Open the CI record you want to update 

1. Locate the new fields (Warranty, Service Plan, Depreciation Schedule) 

1. Check or uncheck Warranty based on current status 

1. Check or uncheck Service Plan based on current status 

1. Select the appropriate Depreciation Schedule from the dropdown 

1. Click Update to save 

CI Attributes Section 

The CI Attributes section on CI records now displays asset-related information pulled from the linked Asset record, including: 

• Depreciation schedule and current depreciation status 

• Warranty expiration date and current warranty status 

• Service plan active/inactive status and details 

How to access CI Attributes: 

1. Open any CI record (camera, card reader, sensor, etc.) 

1. Navigate to the CI Attributes section (related list or form section) 

1. View the asset management information without needing to open a separate asset record 

Who Can View CI Attributes 

• SOC Administrators - Full read/write access 

• SOC Agents (SOC Operators) - Read access to view asset lifecycle data during incident management