Page Comparison

You should have the Administrator role within Asset Manager to be able to manage asset scanning rules. Check Managing Roles to learn how to set this role for an employee.

1. Click the menu icon in the upper-left corner, and select Assets (Equipment) > Administration.
2. Switch to the Asset Rules section.
   

1. Navigate to the Asset Rules page.
2. Under Scan Method, opt for the preferred scanning method (for both SC Provider users and SC Mobile users):
   
   • Bar Code: Allows scanning vertical barcodes  including QR codes .
   • Bar Code / NFC Code: Permits scanning both barcodes and NFC codes.
   • To prevent users (providers and your employees who use SC Mobile) from scanning asset tags, select None.
     

3. Under Asset Change, indicate the following:

   1. Whether external providers can change assets on work orders, remove assets from work orders as well as move assets from one location to another (in the Asset Manager database) via SC Provider.

      Info
      Providers may need to change the asset in two cases: The scanned asset tag doesn’t match the asset tag linked to the work order. The location of the scanned asset doesn’t match the location of the asset linked to the work order.

      
      

   2. Whether ServiceChannel mobile app users can change assets on work orders.

      
      

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4. Under Require Asset Tag Validation Type, specify whether or not asset validation is required.
   
   • No validation: Technicians don’t need to validate assets to work on assigned service requests via SC Provider.
   • 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.
     

5. (Optional) Add exceptions to the configured rules.

   Expand
   title Expand this section to view how to add exceptions.
   1. Click Add Exceptions at the bottom of the page. The overlay for creating exceptions appears. 2. In the overlay, you can specify for which Locations, Providers, Asset Types, or Trades the scanning rules should be applied, or you can define for which of these criteria the rules should be ignored. Want to apply the rules only for specific locations, providers, asset types, or trades? Select the Included radio button to the left of the criterion, and pick the desired options from the drop-down list. Want to apply the rules for all locations, providers, asset types, or trades except for some of them? Select the Excluded radio button to the right of the criterion, and pick the options to be excluded from the rules. 3. Once all exceptions are specified, hit Save in the overlay. Exceptions get added to the Asset Rules page.

   
   

6. Click Save at the bottom of the page to put the rules into action.

Providers can update attributes only for those assets they have been requested to service.

• You don’t have high quality information on your assets yet and want to empower your in-house technicians to be able to capture basic asset data, such as the asset tag, model and serial number, etc.
• You need your provider’s help with capturing more advanced asset data, for example, asset condition, age, remaining lifespan.

1. From the hamburger menu, navigate to Assets (Equipments) > Administration.
2. Switch to the Asset Rules tab.
3. Scroll down to the Allow providers to edit attributes on work order section.

4. Select the required option:
   

   Info
   By default, the rule is set to the All Providers option.

   
   

   1. None: None of your providers (FTM internal or external) will be allowed to modify asset attributes on work orders in SC Provider.
   2. All providers: All of your providers (FTM internal or external) will be able to modify asset attributes on work orders in SC Provider.
   3. Selected providers only: You can pick which of your providers should be able to make updates to asset attributes in SC Provider. Click the Add Exceptions button to select the providers.

      
      

      
      Instead of or in addition to selecting specific providers that should be included in or excluded from the configured Asset Rules, you can select specific asset types.
5. Click Save at the bottom of the page.

1. On the Asset Rules tab, scroll down to the Allow providers to edit attributes on work order section.
2. Select the Selected providers only radio button, and then click Add Exceptions.

3. In the overlay that appears, select either the Included Asset Type(s) or Excluded Asset Type(s) radio button.

   Info
   Included Asset Type(s): Only assets of the types you select in step 4 can be edited by providers. Excluded Asset Type(s): Providers can edit assets of all the types except for the types you pick in step 4.

   

4. In the drop-down below the radio buttons, pick the required asset types.
5. If you don’t want to pick specific providers, leave the providers field blank.

6. If you want to restrict the providers’ editing power by an asset type + provider combo, then pick the corresponding options from both the providers list and the asset types list.

7. Click Save in the overlay. You get back to the main Asset Rules page.

8. Click Save at the bottom of the page to capture the changes.

1. From the hamburger menu, navigate to the Manage Asset Types page.
   

   
   

2. Click the desired asset type to configure the editing rules.

   
   

   
   You land on the asset type details page.
3. Scroll down to the Standard Attributes section.
4. Select the Edit checkbox next to the standard asset attributes that you want your providers to be able to update.The changes you make are saved automatically.

5. If you want to make some of your custom attributes editable as well, scroll down to the Custom Attributes section, and select the Edit checkbox next to the desired attributes.

6. Repeat steps 1–5 to configure editing rules for other asset types.

• You are not able to identify the source of the problem with your equipment. You empower your provider to associate the work order with the right asset once they locate the root cause. If the asset doesn’t exist in your catalog, the provider will be able to create one.
• A Planned Maintenance service request was created with several assets link. While working onsite, the provider decides to associate one more asset with that maintenance request.

1. On the Asset Rules tab, locate the Asset Change rule, and ensure it is set to Yes.

   Note
   If you don’t empower your providers to change assets on work orders, providers will not be able to create new assets and link them to WOs.

   
   

2. Scroll down to the Allow providers to create assets section, and select the required option:

   

   1. None: None of your providers (FTM internal or external) will be allowed to create new assets from work orders in SC Provider.
   2. All providers: All of your providers (FTM internal or external) will be able to create new assets from work orders in SC Provider.
   3. Selected providers only: You can pick which of your providers should be able to create assets in SC Provider. Click the Add Exceptions button to select the providers.

      
      Instead of or in addition to selecting specific providers that should be included in or excluded from the configured Asset Rules, you can select specific asset types.

3. Click Save in the Add Exceptions overlay. You go back to the main Asset Rules page.
4. Click Save at the bottom of the page to capture your changes.