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.
Performance criteria
You must be able to:
7102 IT/Technology Asset and Configuration Management Level 2 Role
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 Correctly follow the procedures, tools and techniques to use for asset and/or IT/technology management activities and their deliverables, under supervision
P2 Correctly identify the types of IT/technology assets that need to be managed within the organisation, under supervision
P3 Correctly gather any relevant information required for IT/technology asset and/or configuration management activities, under supervision P4 Correctly use information contained within the configuration management
database (CMDB), under supervision
P5 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 Correctly source and collate all necessary information that needs to be recorded about IT/technology assets and configuration items, under supervision
P7 Accurately and completely document the acquisition cost, lifespan and depreciate rate set for any asset and its location, under supervision P8 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
P9 Regularly monitor changes to the location and ownership of any IT/technology assets, under supervision
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 configuration management activities 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 configuration management activities and their deliverables K4.2 reference to professional and ethical standards in IT/technology asset
and configuration management activities
K4.3 integrity and confidentiality during IT/technology asset and configuration management activities
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 configuration management activities
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
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 configuration management activities
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 what information needs to be recorded about IT/technology assets K18 the fact that the IT/technology configuration within an organisation
needs to be monitored
K19 the importance of routine monitoring of the IT/technology configuration within an organisation
K20 the need for monitoring of the location of all IT/technology assets held/owned
K21 the procedures, tools and techniques that can be used to monitor the IT/technology assets of an organisation
Developed by e-skills UK
Version number 1
Date approved September 2009
Indicative review date
March 2014
Validity Current
Status Original
Originating organisation
e-skills UK
Original URN 7102
Relevant occupations
Application Support; Information and Communication Technology; Systems Support
Suite IT and Telecoms
Key words Software; Hardware; Network; Configuration
