Transferring an Asset

Owned by Lamont Eddins
Last updated: Dec 09, 2024

A situation may occur when assets being held at one location need to be transferred to another location. To ensure the complete process is handled properly and updated in Service Automation, you can create an Asset Transfer work order when physically moving the asset to the destined location. This ensures that Service Automation has the exact location of the moved asset on record.

Generate Asset Transfer Modal


When selecting an asset for transfer, the work order's trade and category will reflect what is chosen for Asset Rules under Asset Transfer section.  

An Asset Transfer must have a checklist created to associate with the work order. The checklist needs to be selected under Asset Rules. 


⦿ How to Create an Asset Transfer Work Order from the Asset Module
  1. Locate an asset from the list and click the Actions button to expand the list.
  2. Click the Transfer Asset link to open the modal.
  3. The Current Location of the asset is already populated. Use the drop-down arrows to select
    1. New Location where the asset will be moved, and
    2. Reason for TransferTransfer Asset Modal
  4. Click the Generate Transfer WO button to submit the request.

A work order number displays on a green banner to verify the Asset Transfer work order.

Please contact your ServiceChannel representative to enable this feature.

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