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Validation Types
To make sure you are going to service the right asset, you need to validate it. Note that there are two validation types: Anchor validating-assets validating-assets
- Forced Validation: Technicians must validate assets to get down to work on assigned service requests.
- Required Validation: Technicians are required to validate the asset. If they cannot, the validation process can be skipped. In this case, technicians should specify the reason for being unable to validate the asset. The work order will contain a record saying that the asset isn’t validated. Read more about Skipping the Asset Validation.
Your client sets the preferred validation method in Service Automation. You can see right away which method your client uses in the work order list view in ServiceChannel Provider.
Validating an Asset
The following scheme shows how an in-house technician clocks into a work order — provided that the asset validation is enabled.
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Switch between the two tabs below to learn what scenarios are possible after you tap Validate Asset.
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Anchor forced-validation forced-validation
Validating an Asset with the Forced Validation Enabled
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forced-validation |
When it comes to the asset validation process, several scenarios are possible based on the configured asset validation rules. The following instruction describes the situation when the Forced Validation type is enabled, and an in-house technician has just checked into a work order with an associated asset.
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Anchor troubleshootvalidationerrors troubleshootvalidationerrors
Troubleshooting Validation Errors
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To validate that the asset serviced by the technician corresponds to the asset linked to the service request, the app checks the following two things:
- Does the asset tag match the asset associated with the work order?
- Does the location of the asset correspond to the location of the asset on the work order?
Should the answer be “No” to either of these questions, the validation fails, and technicians receive a corresponding error message.
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Anchor skipping-validation skipping-validation
Skipping the Asset Validation
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You may be required to validate assets on work orders but still have an option to skip the validation process if the validation isn’t possible for some reason. The reasons may be that you cannot scan the asset tag, nor can you manually find the asset.
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The ability to work on the service request without validating the asset when it’s required depends on your client’s preference set on the Asset Rules page of Asset Manager — the Required Validation type should be enabled. |
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You can continue working on this service request via SC Provider. |
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