Reviewing Asset Updates Made by Providers
Based on the work the provider is doing onsite, the provider may find that some asset data is not accurate or something critical is missing. For example, the asset condition has degraded.
On condition that you have granted your provider editing permission, the provider can update asset details on the assigned work order via the SC Provider mobile app.
Which of your providers can update asset attributes as well as which asset attributes can be modified depends on the configured Asset Rules.
The ball is in your court now! Once the updates are made, you should review them and take action.
Ensure you have the ManageAsset permission set to Full to be able to accept the suggested changes to asset attributes made by providers.
- Apply the Asset Status filter to identify the assets where providers have made changes to asset data. Pick the Attributes Updated status.
- To review the updates, navigate to the asset details page, switch to the Asset History tab, and then click Revision History.
- Select the required revisions and compare them. All the changes will be highlighted in red.
- When ready to accept or remove the changes, go back to the Asset Details tab, and locate the Asset Updates Status field.
If you agree with the updates, set the asset status to Confirmed.
Available statuses:
- Confirmed: Asset attribute updates from providers have been processed and accepted. This is also the default status for all the assets where asset information is confirmed and no new updates have been made to the asset attributes by providers.
- Attributes Updated: The provider has updated some of the asset attributes while completing a work order linked to that asset in SC Provider.
- New Unconfirmed: The provider has created a new asset while working on a service request assigned to them.
When you do not agree with the changes made by providers, manually update the corresponding asset attributes, and set the asset status to Confirmed.
Click Save Changes at the bottom of the asset details page.
Reviewing Assets Added by Providers
You can partner with your most trusted providers (in-house or external) to keep your assets catalog up to date.
New assets can be created by providers only as part of completing a work order in SC Provider.
When a problem occurs, your provider might be the only one who is capable of identifying what piece of equipment went down. Giving your provider the power to add new assets to your catalog and link them to assigned work orders might be crucial. It helps to ensure that work orders are associated with the correct assets and your catalog contains full information on your assets.
Ensure you have the ManageAsset permission set to Full to be able to confirm new assets added by providers.
- Apply the Asset Status filter to quickly identify the new assets. Pick the New Unconfirmed status.
- Navigate to the asset details page, and review the new asset data.
Switch to the Asset Details tab, and locate the Asset Updates Status field.
Assets that have been added by providers have the New Unconfirmed status.
If you accept the new asset, set the asset status to Confirmed.
Available statuses:
- Confirmed: Asset attribute updates from providers have been processed and accepted. This is also the default status for all the assets where asset information is confirmed and no new updates have been made to the asset attributes by providers.
- Attributes Updated: The provider has updated some of the asset attributes while completing a work order linked to that asset in SC Provider.
- New Unconfirmed: The provider has created a new asset while working on a service request assigned to them.
When you do not want to have this asset in your catalog, manually deactivate the asset.
- Click Save Changes at the bottom of the asset details page.
