Capturing Part Usages for Multiple Assets on the Same Work Order

Planned Maintenance work orders that have multiple assets associated with them will have a link in the work order list view. By tapping the link, you can view assets you were requested to service.

Your ability to work with multiple assets on a single service request as well as the ability to add parts to multiple assets on a single PM work order depend on your client's preferences. When the Multiple Assets feature is turned on for your client, you will be able to capture part usages against multiple assets.

WO list view with three assets associated with that PM work order

⦿ How to Capture Parts Usages for Multiple Assets
  1. On the list of assets attached to a PM work order, tap the asset for which you need to add part usage information.List of assets attached to a PM work order
  2. Tap Add Part.Adding a part to an asset
  3. Select the source location. In the example below, the Other Inventory Location option is selected.

    Selecting the source location where you took the part from

    List of available inventory locations

  4. Specify the part that you have used. If the required part is not on the list, tap Add Part Manually.Selecting the part from the location inventory
  5. Specify the part quantity you have used, the date when you used it, and the use reason.Entering part use details including the qty used, date when the part was used, and the reason
  6. Tap Save. The part usage has been captured for the asset.Part has been successfully added to the asset and appears right below the asset information
  7. To add more parts to the same asset, repeat steps 2–6.
  8. Tap Done. You get back to the assets screen and can add parts to other assets linked to that work order. For this purpose, repeat steps 1–7.List of assets linked to the PM work order with part usage information on each asset