Item Table

The item table allows evaluating a series of characteristics or attributes that make an item valuable, also called dimensions.

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Item Table

Within the table, you can:

• Edit the name of those items that do not belong to a special category.

• Assign or modify the Category of the item:

  • If the category is empty, the option “Add” will be displayed.

  • If the category is already informed, the pencil icon will be displayed for editing.

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• Modify Owner: Allows indicating the organizational resource responsible for the final management of the item.

• Assign a responsible

  • If the item does not have a responsible party, the option “Add” will be displayed.

  • If informed, the pencil icon will be displayed for editing.

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• Attach documentation

  • From the Document Manager: Allows selecting one or more documents from the Document Manager and associating them with the document.

  • From the Computer: Allows selecting up to 10 files from the computer to attach to the item.

    • From here, by pressing edit, files can be deleted.

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• Evaluate dimensions

Dimensions are characteristics or attributes that determine the value of an item. The tool displays the dimensions defined in Settings > Analysis Methodologies.

Depending on the configured methodology, the evaluation of dimensions can be qualitative or quantitative.

For each dimension, the user can select one or more levels from the dropdown available in the table, or enter a value or textual response, depending on the methodology configuration.

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If the dimension has levels with descriptions defined in the methodology, an information icon is displayed next to the level/value. Clicking on this icon opens a pop-up with the full description.

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• Accumulated Dimensions: The tool displays those accumulated dimensions that have been defined in the Settings/Analysis Methodologies section.

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Actions

In the top bar, a series of actions are listed as detailed below:

Add: Allows creating a new item. By clicking Add, you will be prompted to enter the item's name.
The name is mandatory, cannot be empty or duplicated, and must be less than 512 characters.

After saving, the new item will be displayed in the first position of the table and will also be visible in the Item Tree list.

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Delete: Allows deleting one or more items from the table. Select the desired row(s) and press the ‘Delete’ button. When an item is deleted, it is also removed from the Dependencies Tree tab. Only items that are not part of special categories can be deleted.

Evaluation: Allows accessing a table to perform the general evaluation of all items belonging to the same category. More information in General Evaluation .

Surveys: Includes the options View results and send surveys. More information in View survey results and Survey sending.

Calculate: Includes the options Calculate Accumulated Dimensions and Calculate RA.

• Calculate Accumulated Dimensions: performs the calculation of accumulated dimensions defined based on the dependencies established between the items in the tree.

• Calculate RA: executes the recalculation of risk analysis evaluations, applying the modifications made or, if applicable, a new defined risk analysis methodology.

Attach: Allows incorporating documentation to one or more items from the user's local device, provided the column Documentation is visible in the table.

Relate CIs: Allows relating configuration items (CIs) registered in the CMDB with the items defined in the Item Inventory. This functionality is only available for Global CMDB licenses. More information Relate CIs
Download:

• Excel Report: Allows downloading the item inventory and its attributes to an editable file (.xlsx). Depending on the volume of information in the Inventory, it may be downloaded in a single .xlsx file or in several.

• Import Template: This option allows downloading a template file to perform the import of items if this functionality is activated.

• Templates: If Templates for the inventory are enabled, they appear here.

Filtering and visualization options

Filters

It is possible to filter the information displayed in the table based on the values of its columns.

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By default, filters for the fields Name, Category, and Responsible are displayed. To add new filters, press the “+” button, where all available columns of the table are listed. By selecting a field, it is automatically added as a new filter.

The behavior of the filter will depend on the type of field:

• In text-type fields, it is possible to search for values that contain or do not contain a specific text.

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• In list-type fields, one or more values can be selected.

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• In numeric fields, conditions such as equal to, greater than, less than, or range can be applied.

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All filters that include search have an internal search field, which allows locating values within the filter itself. The search is activated starting from the third character entered.

The applied filters are automatically reflected in the table, showing only the items that meet the defined conditions.

Predefined filters

This option will only be displayed if predefined filters are configured. By selecting a filter, the system will update the table and display the items of the category with the dimensions configured in that filter.

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Only one predefined filter can be applied at a time, and each time a filter is selected, the option “Clear filters” will be enabled, allowing the table to return to its default state.

Item Root
Allows filtering items, choosing between displaying the list with all items (All) or individually displaying the items of a single service.

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Columns

This option allows configuring the table's visualization, enabling the display or hiding of columns according to the user's needs, as well as reorganizing their order.

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View (Normal / Small / Comfortable)

Allows adjusting the table's visualization density.
By default, the view is displayed in Normal mode. Clicking on this option allows alternating between Small and Comfortable modes, which modifies the row height to display more or less information on the screen.