Updating Asset Statuses in Service Automation

Owned by Anastasia Troichuk (Unlicensed)
Last updated: Oct 21, 2021
3 min read

By default, all your assets are in the In Use status once the feature gets enabled for you. As an asset manager, you can update the status whenever there is a need.

To edit the asset repair status of an asset as well as any other information on your asset, make sure the ManageAsset permission is set to Full for your role in Asset Manager.

Page with permissions in the Administration section of Asset Manager


⦿ How to Update Asset Statuses in Service Automation
  1. Find the desired asset, and open the redesigned asset details page.
  2. Under the Asset Details tab, select the status from the Asset Repair Status drop-down list.
    Redesigned asset details page
    1. In Use 

    2. Out For Repair

       Expand the section to learn how to set this status.

      1. Indicate whether you replaced the broken asset with a different one.
      Specifying whether the provider replaced the broken asset with another asset
      2. Specify the place where the asset was moved.
      Specifying the location the broken asset was taken for repair
      3. If a replacement did take place, pick the asset you replaced the broken asset with. The list contains assets in the Repaired status and of the same asset type and location that your original asset. When ready, click Save.
      Selecting an asset that is going to be installed instead of the broken asset
      4. If you cannot find the required asset, click Create New Asset, and provide the asset information. Hit Save to complete the creation process.
      Overlay for creating a new asset that is going to be installed instead of the broken asset

    3. Replacement Recommended

    4. Repaired
  3. In the overlay that appears, provide a comment if required, and click Save to capture the status change.
    Overlay for saving the asset status change

Viewing Asset Statuses

Each change to the asset status is captured and stored on the Asset Status History tab.

Asset Status History tab on the redesigned asset details page

To quickly find assets by status, use the corresponding filter on the redesigned assets list.

Filter on the redesigned assets list allowing users to filter assets by asset status

Statuses for Connected Assets

Assets with Components and Circuits:

When a parent asset that has components or circuits should be taken out for repair or replaced, the child assets cannot stay alone and need to be associated with a new asset. Setting the parent asset to the Out For Repair status and specifying what asset is to be installed breaks the connection between the original asset and its components / circuits. The children get linked to the new parent.

Among the asset options that you and providers can select to replace a parent asset, you can find only those that don’t have any connected assets yet.

Racks and Assets Connected to Racks:

If the provider replaces a refrigerant rack asset with another rack, all the assets connected to the original rack will be linked to the newly installed rack. Their connection with the original asset will be terminated.

Among the asset options that you and providers can select to replace a rack, you can find only those that have no connected assets.

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