Clients with multiple locations who also have an abundance of assets or equipment may need those assets transferred back and forth to various locations. This type of work order is called Asset Transfer work order where your client is requesting an asset to be removed from one location and delivered to an alternative location. Asset Transfer work orders include a checklist and mandates a signature by a technician to complete the check-out process.
Asset Transfer work orders can be completed by technicians using username/password or PIN for SC Provider Mobile
⦿ How to Complete an Asset Transfer Work Order
- Check-in the work order
- Optional: Complete checklist check-in questions
- Physically remove Asset from current location
- Physically place Asset to new location
- Check-out the work order
- Optional: Complete check-out checklist questions
- Click the Done button to confirm Asset
- Optional: Click the toggle button if more than one technician was onsite.
- Click the Toggle button capture signature
- Click the Continue button to proceed
- Click the Capture Signature button to add signature
- Add Signature
- Click the Done button to submit signature
- Click the Submit button to finalize work order completion
The client must enable this feature for you to receive Asset Transfer work orders.
