Updating Assets on Work Orders in Provider Automation
- Anastasia Troichuk (Unlicensed)
Having a Single Asset Associated with a Work Order
When completing work orders via the ServiceChannel Provider mobile app, technicians who have the ability to link work orders to assets may unintentionally associate a work order with an asset they don’t need to service. As a manager with access to the Provider Automation web app, you can remedy this oversight by removing the asset from the work order.
As an FTM internal technician, you can add and update assets on work orders via SC Provider.
As an external provider, however, you can perform these actions only if your client has turned on this preference in their settings.
As long as there is no part use associated with the asset on the work order, and the service request is in the Open, In Progress, or Completed (not confirmed and invoiced) status, you can uncouple the asset from the work order or tie the work order to another asset if required.
Contact your ServiceChannel representative to get the ability to edit assets on work orders.
Updating an Asset on a Work Order
- Find the required work order, and access the details page.
- Switch to the Asset Details tab.
- Click the Edit Assets button. You are presented with a list of location assets where the trade matches the work order trade.
- To remove the asset: Under Current Assets, click Remove next to the asset currently assigned to the work order.
- To add or change the asset: Under Available Assets, select either the Repair or Replace radio button next to the desired asset, and click Add.
- To remove the asset: Under Current Assets, click Remove next to the asset currently assigned to the work order.
- Click Done, and confirm your action.
You may get an error message if the asset you are trying to update or remove already has a part use associated with the work order.
If the asset change has been successfully made, the asset information on the work order gets updated. You can find the history of asset changes for this work order under the Asset History tab.
Having Multiple Assets Associated with Planned Maintenance Work Orders
Planned Maintenance work orders may have multiple assets associated with each of these service requests. Working on a single work order where all the required assets are attached speeds up the work order completion time since you don't need to close multiple service requests.
Your ability to work with multiple assets on a single service request depends on your client's preferences. When the Multiple Assets feature is turned on for your client, you will be able to work on multiple assets associated with a single PM work order.
Updating Multiple Assets on a Single PM Work Order
- Find the required work order, and access the details page.
- Switch to the Asset Details tab.
- To add an asset: Select either the Repair or Replace radio button next to the asset you want to add. Then, click Add. The asset gets added to the work order.
To remove an asset: Click Remove next to the asset that no longer should be associated with that work order.
- Click Done to save your changes.
The work order information is updated.
