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Adding

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

Before you get down to adding assets to Asset Manager, make sure that you’ve created the appropriate asset types — since you should specify to which type your asset belongs by selecting the type from the list of available asset types.

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AssetWarranty AssetWarranty

Adding a Warranty to an Asset

Some of your asset may have a warranty that was included. If so, adding the information allows for the asset to benefit from the warranty service during repair and maintenance. This is where the warranty takes precedence based on the information that was added over to override the standard work order dispatch. For instance, a work order differs in terms of NTE, category and/or provider on that specific asset. The warranty information is used when a work order is created for however long the warranty is in place.

You can add a warranty to an asset when:

1. creating a new asset.
2. creating a similar asset.
3. editing an asset.
4. using asset templates. 

Note
Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as:  Hours and Duration  Quantity Amounts  Weight.  Image Added

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bgColor #F9F9F9 titleColor #0e3367 titleBGColor #EAEAEA borderStyle none title ⦿ How to Add AssetsCreate an Asset
Navigate to the hamburger menu located in the upper-left corner.Select , and select Manage Assets under Assets (Equipment). You land on the assets list. Image Removed Click the Add button located at the top of the list. Image Modified On the page that appears, provide the required following information on your asset:
Section

Column
width 30%
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column

width	70%

1. Select the

location

1. Location where the asset is located.

2. (Optional) Pick the

physical area

1. Area (Physical/Serving) where the asset

will be

1. is placed (

i

1. e.

e

1. g. Kitchen).

2. (Optional) Select the

work order area

1. Work Order Area.

2. Select the Is Circuit checkbox if your asset is a circuit.

3. Select the Is Component checkbox if your asset is a component of another asset.

4. Opt for the

asset type

1. Asset Type.

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   After you have selected the asset type, the page

will populate

1. populates with the attribute fields

that are

1. associated with the asset type you

selected

1. picked.

 Fields When you provided the required information, click the Add Asset button

1. Fields with a red asterisk

are required, therefore you must enter a value for these fields.

Fill out the required fields.
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1. * are mandatory.

Fill out the fields that appear once you select the asset type.

Note
Which fields are mandatory depends on the settings you configured for the asset type attributes. Attributes marked as Required must be filled out when you create assets of this type. For example, for the Oven asset type in the screenshot below, the Tag ID, Brand, and Install Date attributes are required. Image Added

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1. Asset Contains Circuits: Select this checkbox if your asset has circuits.
2. Has Components: Select this checkbox if your asset has components.
3. Tag ID: Enter a unique ID of your asset. By default, it’s a required asset attribute.
4. Asset Tag: Enter a unique asset tag which is the decoded value contained in a barcode, QR code, or NFC tag. With the asset tag added, you and your providers can scan assets via ServiceChannel Mobile and ServiceChannel Provider.
5. Brand: Either select the appropriate brand from the drop-down list, or click + Add Brand to add a new brand to the list.
6. Model No. and Serial No.: Enter the asset model and serial numbers.
7. Condition: Specify the asset current condition.

8. Install Date: Pick the date when you had the asset installed at your location.

   Note
   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.

   
   

(Optional) Fill out the additional fields. These are asset attributes that are not marked as Required for this asset type.

1. Purchase Date: When the asset was bought.

   1. Is Leased: Returning the asset after a specific period.

2. Warranty Period (months): How long does the warranty last. 
3. Lease Date: Start date for the leasing contract.
4. Lease Period (months): How long does the lease last.
5. Life Expectancy (months): Longevity of the asset.
6. Warranty Provider: Indicating which provider will service the warranty.
   1. Primary Rank: Based on trade.
   2. Fixed Rank: Specific rank based on trade.
   3. Fixed Provider: Select a specific provider.
7. Warranty NTE: Maximum dollar amount for service on the warranty.
   1. N/A: No NTE amount available.

   2. Warranty Starts from Install Date: Indicating the warranty begins on the asset's installment date.
      

      Note
      If the Warranty Starts from Install Date is unchecked, the warranty starts on the purchase date.

      
      

8. Warranty Category: Select a category for the warranty work order.
9. Warranty Priority: Select a priority for the warranty work order.
10. Energy Efficiency: Adding the specific energy efficiency of the asset.
11. Capacity: Maximum amount the asset can contain.
12. Description: Textbox to add notes and additional information pertaining to the asset.

When ready, click the Add Asset button.

Info
The more information you provide on your equipment, the better understanding of this unit your colleagues and providers will have when using or servicing it.

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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.

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.

Updating Asset Types for Assets

The ability to change asset types for existing assets saves you time and effort in different situations you may find yourself in, for example, when:

• You have created an asset with a wrong asset type and need to correct that.
• You are going to implement a new business process or adopt new feature sets that require updating asset types.

What Permission Should You Have?

To be able to change asset types for assets, you should have the ManageAssetTypes permission set to Full for your role in the Administration section of Asset Manager.

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Updating Asset Types for Assets

Changing an asset type for an existing asset may result in losing the associated asset history. To make sure you don’t lose important asset information, check the info box here below to learn what happens when you update asset types.

The asset type has been updated.