List of flexible asset templates
The following templates are available for download within IT Glue:
| Flexible Asset | Description |
|---|---|
| Account Management | Documents key account information of customers such as their core service type, contract value, master service agreement (MSA), primary contact information, number of users, NDAs, and SLAs. |
| Active Directory | Provides the authentication information for a Windows domain type network. |
| Applications | Creates a full listing of any cloud based, on-premise, client-server, and client only applications. |
| Backup | Details on a specific backup solution with links to the component parts. |
| Change Control Request | Documents all requests and approval for changes to systems, assets (hardware), or applications (flexible asset). |
| Details the email infrastructure with links to all the component parts. | |
| Entra ID: Security Groups | Documents security groups synced from and stored in Microsoft Entra ID. |
| File Sharing | Details the standard file shares on the network and how each mapped drive is added (manually, GPO, etc.). |
| Internet/WAN | Captures any ISP/WAN/VPN information that is useful for resolving internet/WAN issues. |
| LAN | Details specific LAN and VLAN configurations, including the various physical and logical components. |
| Licensing | Captures software licensing information from individual software instances to volume site licenses. |
| Microsoft 365: Groups | Documents Microsoft 365 groups synced from and stored in Microsoft Entra ID. |
| Policies | Guidelines for IT processes and security practices. |
| Printing | Captures the printing infrastructure with links to all the component parts. |
| Remote Access | Captures all methods of remote access in one place (VPN, Webmail). |
| Site Summary | Used to give an overview of basic information and help your team get to know the client organization. |
| Sales/Finance | Stores any sales or finance preferences for that client. |
| Security | Provides your team with all of the security related information, including firewalls, anti-virus, anti-spam, and password standards. |
| Vendors | Creates a full listing of vendors with each vendor contact kept updated from one central place (e.g. through your PSA). |
| Virtualization | Details the virtualization/VMware/Hyper-V infrastructure with links to all the component parts. |
| Voice/PBX | Gives an overall picture of a specific voice solution with links to all the component parts. |
| Wireless | Documents the wireless solution at a specific site. |
For download instructions, refer to Quick guide for flexible assets.
