Be you an external provider or an in-house technician, you can update asset statuses on work orders — on condition that your clients activate this preference for you in their settings.
In ServiceChannel Provider, two statuses become available to you:
- In Use: By default, all assets are in the In Use status that means they are operating.
- Out For Repair: You move an asset to this status when you take the asset out of the location to make repairs.
- Access the work order details screen.
Scroll down to find the Asset field, and tap it.
You cannot edit the asset on the work order if your client didn’t enable this preference in their settings.
On the asset details screen, tap the asset current status, and opt for the new status you want to move the asset to.
Editing the asset status isn’t possible if your client didn’t enable this preference for you.
- In Use
Out For Repair
1. Describe where you are going to move the asset for repair.
2. Tap the blue arrow ˃ to indicate whether you replaced the broken asset with another one.
3. If a replacement took place, pick the asset that you installed instead of the broken piece of equipment.
The app shows you assets available at the work order location. These are assets in the Repaired status and with the same trade as the original asset.
4. Cannot find the required asset? Tap the link below the assets list to create a new asset. Once you’ve provided the required information, tap Done. The new asset gets linked to the work order.
- Tap Save to move the asset on the work order to the required status.
