Page Comparison

Adding Assets

Adding your company’s assets is one of the most crucial tasks you will have to complete early on in your company’s use of Service Automation. Many of the assets that you add, during this process, will undoubtedly be the same assets that will need servicing therefore prompting you to create a service request. Any asset not added will not show when creating a service request.

An additional benefit of having your company’s assets added to your Service Automation account is that you can run Analytics reports that give you granular information in regards to an asset’s cost, repair history, warranty period, and location. Many companies have used this information to determine when it is time to replace an asset rather than repair it. Metrics gained from an asset analysis can also be used to determine which brand or model has served you best.

Creating a New Asset from Scratch

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Add Assets

Navigate to the hamburger menu located in the upper-left corner.
Select Manage Assets under Assets (Equipment). You land on the assets list.
Image RemovedImage Added
Click Add Asset.
Add Click the Add button located at the top of the list.
Image Added
On the page that appears, provide the required information on your asset:
Section
Column
width 50%
Image Added

Column
width 50%
Select the location where the asset
will be assigned, then enter
is located.
Pick the physical area where the asset will be placed (i.e. Kitchen)
, then select and asset type, from the Asset Type drop-down menu
.
Select the work order area.
Select Is Circuit if your asset is a circuit.
Select Is Component if your asset is a component of another asset.
Opt for the asset type.
After you have selected your the asset type, the screen page will populate with the attribute fields that are associated with the asset type you selected. Fields Fields with a red asterisk are required, therefore you must enter a value for these fields. Enter values for the remaining attributes as needed, then fields.
Fill out the required fields.
Image Added
When you provided the required information, click the Add Asset button.

Asset Attributes Image Removed

Note
Note: If you have decided that one or more of your asset attribute fields should be required, navigate to the Manage Asset Types screen page, select the asset type you want to modify. On the screen page that opens, select the attributes you want to modify then click the save button. Required checkbox next to the desired attributes.

Adding a Similar Asset

Updating Assets

Nothing stays the same and this is especially true for assets that your company relies on and uses daily. Therefore, it is expected that at some point you will need to update an asset condition.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Update an Asset

Navigate to Asset Manager.
Click the Manage Assets link.
If you have a large list of assets, you can reduce the list by using filters:

You can filter by Location, Asset Type, Trade, Condition, Date or Asset ID;
Select a filter type; and
Select a filter attribute.

Select the asset that you want to modify by clicking the asset's blue link on the left of the asset
On the Asset Details screen, you can update the asset's:
1. General Asset Info;
2. Asset Attributes; and
3. Warranty information
When finished updating the asset, click Save Changes.

Changing the Preferred Service Provider on an Asset

At the time an asset is loaded to Service Automation, it is assigned to a trade and to service providers who are selected to service that trade. You can change the service provider(s) for a given asset from the one selected when the asset was added to the Service Automation.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Change a Service Provider for an Asset

Navigate to the asset you want to change the service provider for and click the pencil icon.
Select the radial button next to “Please choose a fixed provider from the list”, then select the desired service provider from the drop down list, finally, click the Update button to complete the process.

Live Search

spaceKey	SCU
placeholder	Search our Knowledge Base
type	page
labels	fm

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
max	8
showSpace	false
sort	title
cql	label in ( "assethistory" , "assetattributes" , "assetintelligence" , "assets" ) and space = currentSpace ( )

Versions Compared

Old Version 16

New Version 17

Key

Adding Assets

Creating a New Asset from Scratch

Adding a Similar Asset

Updating Assets

Changing the Preferred Service Provider on an Asset