Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A situation may occur when assets being held at one location need to be transferred to another location. To ensure the complete process is handled properly and updated in Service Automation, you can create an Asset Transfer work order when physically moving the asset to the destined location. This ensures that Service Automation has the exact location of the moved asset on record.

Generate Asset Transfer Modal


Note

When selecting an asset for transfer, the work order's trade and category will reflect what is chosen for Asset Rules under Asset Transfer section.  


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Create an Asset Transfer Work Order from the Asset Module
  1. Locate an asset from the list and click the Actions button to expand the list
  2. Click the Transfer Asset link to open the modal 
  3. Use the drop-down arrow to select
    1. New Location
    2. Reason for TransferTransfer Asset Modal
  4. Click the Generate Transfer WO button to submit the request.

A

WO

work order number displays on a green banner to verify the Asset Transfer

WO

work order.


Info

Please contact your ServiceChannel representative to enable this feature.


Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "workorder" , "asset" , "assettransfer" , "assetvalidation" ) and space = currentSpace ( )