Advanced Asset Management in Jira Service Management

Module 1: Course Introduction & Context

Purpose & scope of the course

• Why advanced asset management matters in JSM: linking assets, CIs, service context.
• Course outcomes: deeper object schema design, advanced searches, automation, integrations. Atlassian University+1

Audience, prerequisites & training logistics

• Intended for Assets/Admin specialists, Jira admins, ITAM/CMDB practitioners. Techtime+1
• Pre-req: experience in Assets (or completion of Essentials), basic Jira admin skills.

Module 2: Advanced Object Schema & Type Architecture

Designing scalable object schemas

• Partitioning data, logical schemas for different teams or domains.
• Naming conventions, hierarchy, governance.

Object types and complex attribute modeling

• Inheritance, child/parent relationships, status attributes, lifecycle fields.
• Connecting object types via references and modeling many-to-many relationships.
  • Exercise: Define a multi-domain schema (e.g., Hardware + Software + Contracts) with interlinked object types

Advanced configuration of attributes and reference fields

• Global vs schema-specific fields, reference attributes to other object types, dynamic picklists.
  • Lab: Create multiple object types and define complex attribute schemas with references

Module 3: Advanced Data Import & Integration

Data import strategies for large/complex datasets

• CSV, JSON, REST API, synchronized imports, external data sources.
• Mapping object types, attributes, references during import.
  • Exercise: Import a CSV dataset mapping “Device → Owner → Department” including references

Synchronisation and integration best practices

• Scheduled imports, data management, handling updates, dealing with legacy systems.
  • Lab: Configure a recurring import and sync process for asset data from external system

Module 4: Advanced Search, AQL & JQL Integration

Advanced AQL (Assets Query Language) usage

• Inbound/outbound references, dot-notation, nested queries.
• Combining filters and objects for precise asset retrieval.
  • Exercise: Write an AQL query selecting all devices whose “Owner” is in a specified department and status = “In Service”

JQL + AQL combined scenarios

• When to use JQL vs AQL, linking issues and asset queries, retrieving issues based on asset criteria.
  • Lab: Create a dashboard gadget or filter that shows issues linked to assets matching AQL criteria

Module 5: Automation & Workflow Integration

Automation rules leveraging Assets objects

• Triggers on object creation/update, issue transitions, scheduled events.
• Actions: update object attributes, create linked issues, send notifications.
  • Exercise: Build an automation rule that when a new device object is created with status “Retired”, alerts the procurement team

Workflow and issue-type integration

• Embedding asset object fields in issue view, auto-population, syncing asset changes with issue events.
  • Lab: Configure a service request workflow that updates device object fields when the request is resolved

Module 6: Advanced Reporting, Visualization & Metrics

Assets reporting for enterprise view

• Pre-built dashboards (objects by attribute, objects over time, work items linked to objects).
• Custom report creation: using filters, AQL, time-based metrics.
  • Exercise: Create a custom report showing number of devices by status over last 12 months, grouped by department

Visualization & service-map integration

• Graph views of object relationships, usage in incident or service request context, linking service registry to assets.
  • Lab: Build a service map visualization showing dependencies between business services and hardware assets

Module 7: Governance, Best Practices & Value Realization

Data governance and audit controls

• Roles/permissions, data ownership, data quality, periodic audits.
  • Exercise: Develop an audit checklist for Asset object schema and object type integrity

Demonstrating value of asset management

• Key performance indicators (KPIs), asset lifecycle metrics, cost-control, risk reduction.
  • Lab: Present a storyboard or dashboard summarizing key asset KPIs for leadership review

Future considerations: scaling, integrations, CMDB evolution

• Multi-domain asset models (ITAM, EAM), federated data, platform integrations.

Module 8: Course Wrap-Up & Next Steps

Recap of core learnings

• Review of schema design, advanced search/automation, reporting, governance.

Next steps and resources

• Suggested further learning paths (e.g., Jira admin, ITSM, Confluence integrations).
  • Exercise: Create a personal action plan for implementing advanced asset management in your organisation

• Jira Administrators responsible for managing Assets/CMDB data.
• IT Service Management (ITSM) teams working with configuration items and service dependencies.
• Asset Managers, CMDB Managers, and ITAM specialists.
• System Owners, Operations, Facilities, HR, or Procurement teams tracking complex assets.
• Anyone who already uses Assets and wants to deepen their technical capabilities.

• Design scalable and advanced object schemas for complex asset structures.
• Create and manage sophisticated object types with multi-level relationships.
• Build and execute advanced AQL queries for deep asset analysis.
• Integrate AQL with JQL to connect issues and assets more effectively.
• Import, map, and synchronize asset data from external systems.
• Automate asset workflows using triggers, conditions, and smart values.
• Update objects automatically based on issue events or lifecycle changes.
• Visualize asset dependencies using graph views and service maps.
• Create advanced asset reports and dashboards for performance visibility.
• Apply governance best practices to maintain data accuracy and schema integrity.