IT/Technology Asset and Configuration Management Level 2 Role Overview This sub-discipline is about the competencies required to maintain the integrity and consistency of the IT/technology configuration and the accurate recording and management of IT/technology assets supporting an organisation. It does not include data, information and knowledge assets which are considered within discipline six. The purpose of asset and configuration management is to identify and control and account for service assets and configuration items, protecting and ensuring their integrity across the service lifecycle. Configuration management can be defined as a set of processes that provide oversight and control of design information and records of changes associated with IT/technology systems services and assets supporting an organisation. Configuration Management aims to mitigate the ability of any such changes to impact the ability of these systems, services and assets to perform their functions as expected. Note: For each role it is necessary to subsume the knowledge and understanding statements from the role immediately below. ESKITP7102 1
Performance criteria You must be able to: 7102 Competence (7102.01): Carry out asset and configuration management activities, under supervision This competence will be demonstrated by the following Performance Criteria (7102.01C): P1 P2 P3 P4 P5 Correctly follow the procedures, tools and techniques to use for asset and/or IT/technology management activities and their deliverables, under supervision Correctly identify the types of IT/technology assets that need to be managed within the organisation, under supervision Correctly gather any relevant information required for IT/technology asset and/or, under supervision Correctly use information contained within the configuration management database (CMDB), under supervision Report, accurately and in a timely manner, any loss or damage to any IT/technology assets or configuration items to relevant people Competence (7102.02): Document and monitor asset and configuration management activities, under supervision This competence will be demonstrated by the following Performance Criteria (7102.02C): P6 P7 P8 P9 Correctly source and collate all necessary information that needs to be recorded about IT/technology assets and configuration items, under supervision Accurately and completely document the acquisition cost, lifespan and depreciate rate set for any asset and its location, under supervision Accurately and fully document all details concerning new items to be added to the IT/technology configuration items in the configuration management database(cmdb), under supervision Regularly monitor changes to the location and ownership of any IT/technology assets, under supervision ESKITP7102 2
Knowledge and understanding You need to know and understand: Competent performance requires Knowledge (7102.01K) of how to: K1 identify and select the procedures, tools and techniques to use for asset and IT/technology management activities and their deliverables K2 identify the types of IT/technology assets that need to be managed K3 use and apply: K3.1 the procedures, tools and techniques that apply to IT/technology asset and and their deliverables K3.2 information contained within the configuration management database (CMDB) K3.3 information about the location and ownership of IT/technology assets K4 operate with: K4.1 reference to organisational standards relating to IT/technology asset and and their deliverables K4.2 reference to professional and ethical standards in IT/technology asset and K4.3 integrity and confidentiality during IT/technology asset and K4.4 operate with reference to the configuration management database(cmdb) comply with all relevant and applicable legislation, regulations and standards relating to IT/technology asset and K4.5 report any loss or damage to any IT/technology assets or configuration items Competent performance requires Understanding (7102.01U) of: K5 the need for IT/technology asset and configuration management K6 what is meant by IT/technology: K6.1 configuration management K6.2 configuration item (CI) K6.3 configuration management database (CMDB) K7 what is the range of IT/technology assets that an organisation may have K8 what are the: K8.1 types of IT/technology assets that need to be managed K8.2 types of activities undertaken during asset and IT/technology configuration management K8.3 standards and service levels relating to IT/technology configuration management within an organisation K8.4 criteria and conditions that must be met in order to maintain the integrity of the IT/technology configuration K9 the fact that: K9.1 organisations need to know the location of their IT/technology assets, where appropriate K9.2 there is legislation governing the disposal of some IT/technology assets K9.3 the loss of IT/technology assets owned by an organisation can have a significant negative financial impact and an organisation s brand, reputation and operational effectiveness K9.4 an increasing number of IT/technology assets are now mobile/portable ESKITP7102 3
and/or exist outside secured environments K10 why organisations need to: K10.1 control their IT/technology assets K10.2 keep records of all IT/technology assets owned or used by them and know their location, where appropriate K11 who: K11.1 has been given ownership /responsibility for each IT/technology asset/component K11.2 to report any issues concerning IT/technology assets/configuration items to K11.3 has the authority to approve the disposal of IT/technology assets K11.4 uses the different IT/technology assets K11.5 uses the IT/technology configuration items/cis logged within the database K11.6 are the providers of IT/technology assets and resources K12 the importance of: K12.1 operating with reference to standards and service levels in IT/technology configuration and asset management and reporting any issues concerning IT/technology assets and configuration items in a timely manner so that appropriate actions can be taken K12.2 having appropriate security for all IT/technology assets and configuration items K13 the procedures, tools and techniques that can be used to manage the IT/technology assets of an organisation Competent performance requires Knowledge (7102.02K) of how to: K14 source, gather and collate: K14.1 any relevant information required for IT/technology asset and K14.2 information that needs to be recorded about IT/technology assets and configuration items K14.3 record and store: K15 the acquisition cost, lifespan and depreciate rate set for any asset K15.1 the location of all IT/technology assets K15.2 all details concerning new items to be added to the IT/technology configuration items in the configuration management database(cmdb) K16 monitor changes to the location and ownership of any IT/technology assets Competent performance requires Understanding (7102.02U) of: K17 K18 K19 K20 K21 what information needs to be recorded about IT/technology assets the fact that the IT/technology configuration within an organisation needs to be monitored the importance of routine monitoring of the IT/technology configuration within an organisation the need for monitoring of the location of all IT/technology assets held/owned the procedures, tools and techniques that can be used to monitor the IT/technology assets of an organisation ESKITP7102 4
Developed by e-skills UK Version number 1 Date approved September 2009 Indicative review date Validity Status Originating organisation March 2014 Current Original e-skills UK Original URN 7102 Relevant occupations Suite Key words Application Support; Information and Communication Technology; Systems Support IT and Telecoms Software; Hardware; Network; Configuration ESKITP7102 5