Adding
AssetsAdding 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
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| title | ⦿ How to Add Assets |
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- Navigate to the hamburger menu located in the upper-left corner.
- Select Manage Assets under Assets (Equipment). You land on the assets list.
 - Click the Add button located at the top of the list.
 On the page that appears, provide the required information on your asset: | Section |
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| - Select the location where the asset is located.
- Pick the physical area where the asset will be placed (i.e. Kitchen).
- 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.
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After you have selected the asset type, the page will populate with the attribute fields that are associated with the asset type you selected. Fields with a red asterisk are required, therefore you must enter a value for these fields. - Fill out the required fields.
- When you provided the required information, click the Add Asset button.
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If you have decided that one or more of your asset attribute fields should be required, navigate to the Manage Asset Types page, select the asset type you want to modify. On the page that opens, select the Required checkbox next to the desired attributes. |
Adding a Similar Asset
When you need to create an asset similar to one of your existing assets, you can click the Actions button on the asset and select Add Similar Asset in the drop-down menu.
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The page that opens will contain the location, physical area, work order area, and asset type information from the original 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.
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| title | ⦿ How to Update an Asset |
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- 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:
- General Asset Info;
- Asset Attributes; and
- Warranty information
- When finished updating the asset, click Save Changes.
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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.
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| title | ⦿ How to Change a Service Provider for an Asset |
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- 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.
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