Page Comparison

With Asset Rules, you get more control over asset management as well as can delegate some of your managerial functions to your trusted providers. All this magic happens through the following set of features:

Pick and use the features that best work for your business.

• Asset scanning: You can enable asset scanning here for SC Mobile and SC Provider users. Additionally, you can specify the scanning method that your technicians and your employees are allowed to use.
• Asset validation: In case you want your technicians to validate assets on work orders before they get down to work, you can enable the asset validation process.
  • Asset Association and Validation: Sends a prompt to the external provider in SC Provider Mobile on whether an asset is needed for a work order. 
• Changing assets on work orders: How to prevent external providers and SC Mobile users from changing assets on work orders? There is a specific setting for that purpose on the Asset Rules page! 
• Asset repair status: An additional feature allows you, for example, to track the whereabouts of the assets that got broken and were moved out of the location to another site for repair. Learn more about Asset Repair Statuses.
•  NEW  Updating Updating asset attributes by providers: Now you can empower your providers to edit asset information on work orders assigned to them via the SC Provider mobile app.
•  NEW  Creating new assets by providers: You can let your providers (or the most trusted ones) add new assets to Asset Manager via the SC Provider mobile app. 

Here is how you can match the features to get better asset management experience.

Accessing Asset Rules

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Here you can check what rules you can impose on your providers when it comes to scanning and validating assets on work orders. You can also set scanning rules for your employees who use the ServiceChannel mobile app.

Under Asset Change, indicate the following:

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.

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

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(Optional) Add exceptions to the configured rules.

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1. 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.
2. 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.

Rules for Updating Asset Attributes by Providers

You can empower your providers to edit asset attributes on work orders. 

When working on service requests, providers may find that some of the asset data is not up to date or is missing. In this case, they will have the capability to change/add asset information.

• Uploading assets: Allowing your service providers the ability to upload assets with Standard and Custom Attributes on your behalf. When choosing the Selected Providers, you can include and/or exclude specific providers from uploading assets. 
• Uploading asset attachments: Permitting providers to upload attachments which includes photos for an asset onto a work order or include attachments when creating a new asset on your behalf in SC Provider Mobile. 
• Asset Inventory: Allowing providers to work on planned maintenance with asset inventory work orders.
• Asset Transfer: Moving an asset from one location to another while updating Service Automation. 

Here is how you can match the features to get better asset management experience.

Accessing Asset Rules

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Setting Up Asset Scanning and Validation Rules

Here you can check what rules you can impose on your providers when it comes to scanning and validating assets on work orders. You can also set scanning rules for your employees who use the ServiceChannel mobile app.

Rules for Updating Asset Attributes by Providers

You can empower your providers to edit asset attributes on work orders via the SC Provider mobile app. 

When working on service requests, providers may find that some of the asset data is not up to date or is missing. In this case, they will have the capability to change/add asset information.

Assets Types that Can/Cannot Be Edited by Providers

With asset types serving as filters, you can prevent your providers from editing some asset types or, vice versa, allow your providers to update only specific asset types.

What Asset Attributes Can Be Edited by Providers?

Providers’ editing power is not unlimited. It can be restricted by identifying the asset attributes your providers can and cannot modify. 

Besides, all the updates from providers go through the review process, where a designated Asset Manager checks the suggested updates and then either approves or removes them.

Scroll down to the Allow providers to edit attributes on work order section.Image Removed

Select the required option:

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Instead of or in addition to selecting

Assets Types that Can/Cannot Be Edited by Providers

Now that you have configured the editing rules, your providers can update the specified asset attributes on work orders assigned to them.

Rules for Creating New Assets by Providers

New assets can now be added by providers. While completing a service request assigned to them, providers may need to create a new asset and associate it with the service request via the SC Provider mobile app.

What Asset Attributes Can Be Edited by Providers?

Providers’ editing power is not unlimited. It can be restricted by identifying the asset attributes your providers can and cannot modify. 

Besides, all the updates from providers go through the review process, where a designated Asset Manager checks the suggested updates and then either approves or removes them.

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Click the desired asset type to configure the editing rules.

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You land on the asset type details page.

Scroll down to the Standard Attributes section.Image Removed

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.Image Removed

Now that you have configured the editing rules, your providers can update the specified asset attributes on work orders assigned to them.

Rules for Creating New Assets by Providers

New assets can now be added by providers. While completing a service request assigned to them, providers may need to create a new asset and associate it with the service request via the SC Provider mobile app. 

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

When a provider creates a new asset and associates it with the assigned work order, you will be able to navigate to the asset detailed view from the work order. Note that the asset will have the New Unconfirmed status until you confirm this addition.

Managing Asset Attachments by Providers

To help manage the asset attachments, specifically photos, providers can support this task when granted access. This allows technicians while on location to add, edit, and move attachments for assets in SC Provider Mobile.

Allowing Providers to Work Order on Planned Maintenance Asset Inventory Work Orders

To support asset inventory, providers can be granted access to complete asset inventory during maintenance work orders. You can include the option of wanting a failure reason during a failed asset inventory for each asset.

Allowing Providers to Transfer Assets to other Locations 

Assets that are housed or used at a specific location and requires a transfer to another location, a work order can be submitted strictly to conduct the asset transfer. The process provides documentation by updating Service Automation that an asset was physically moved. When an asset is selected for transfer from the Managing Asset and Asset Detail pages, the asset transfer work order’s Category and Trade is determined by what is selected in the Transfer Rules. 

Selecting a Checklist for the Asset Transfer

As part of the transfer process, a checklist needs to be added to ensure the process has been completed. It is necessary to ensure the checklist does not have any specific locations selected, otherwise, it is not shown in the drop-down.