Page Comparison

1. 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
2. Click the Add button located at the top of the list.
   Image Modified

3. On the page that appears, provide the required following information on your asset:

   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 

   1. the Is Circuit

    checkbox

   1. checkbox if your asset is a circuit.

   2. Select

   the 

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

   2. Opt for the

   asset type

   1. Asset Type.

   Image Removed

   1. Image Added

      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.
4. Fill out the required fields *.
   Image Removed

5. 1. * are mandatory.

6. 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

   
   Image Added

   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.

      
      

7. (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.
8. When ready, click the Add Asset button.

Image Added

1. Navigate to Assets (Equipment).
2. Select Manage Assets. You land on the assets list.
3. If you have a large list of assets, you can use filters on the left to quickly find the desired asset.
4. Select the asset that you want to modify by clicking the asset tag ID or by selecting Edit Asset from the Actions drop-down list.
   Image Removed
5. On the Asset Details page, you can update the following asset details:
   1. General asset info
   2. Asset attributes

   3. Warranty information

      Info
      If you have permission to manage assets, you can also deactivate an asset or add a similar asset from the asset details page.

      

6. (Optional) Switch to the Attachments tab to add files or images to the asset.
   Image Added

   Note
   The size of the file you attach to an asset shouldn't exceed 50 MB.

   
   

   Info
   File types that can be used are: avif, doc,docx, GIF, HEIC, jfif, jpeg, jpg, MOV, msg, pdf, plist, png, pptx, svg, txt, xls, xlsx, and zip

   
   

7. When finished updating the asset, click Save Changes at the bottom of the page.

1. Navigate to the assets list, and find the asset you want to change the service provider for.
2. Click the asset tag ID or select Edit Asset from the Actions drop-down list. The asset details page opens.

   Image Modified

3. In the Assignment Rule section, select the radio button next to the desired option:
   
   1. Primary Rank
   2. Fixed Rank. In the text box, specify the required rank.
   3. Specific Provider. From the drop-down list, select the provider who is going to be a warranty provider for this asset.
      Image Modified
4. Hit Save Changes at the bottom of the details page.