Under the Asset Details tab, you can create an asset from a specific work order. This means when an asset needs to be associated with a work order, but one was not added during the work order creation.

⦿ How to Create an Asset from a Work Order

Locate a work order from the list view and click the View Details button
Click the Asset Details page to view the asset information
Click the Add Asset button to start adding an asset
A new tab opens, start by selecting the:
1. Location
2. Work Order Area
3. Asset Type
Fill out required (*) information

Fill out as much information as possible for asset data collection
Optional: Fill out Additional Field information

Fill out as much information as possible for asset data collection

Some Additional Fields can be considered required (*) information
Click the Add Asset button to create the asset

You cannot create an asset if the client does not have the specific Asset Type established in Service Automation.

Editing an Asset on a Work Order

Once an asset has been created, it can be added onto the work order. This is needed when an asset might not have been added during creation or wasn’t added within the asset list itself. When an asset has been added, the pencil icon allows you to view the Asset Details. Removing an asset from a work order is available if the wrong asset was selected.

⦿ How to Add an Asset onto a Work Order

Click the Edit Asset button to open the modal
Select Repair or Replace with the radio button
Click the Add link to include the asset onto the work order
Click the Done button to complete the addition of the asset onto the work order

⦿ How to Remove an Asset from a Work Order

Click the Edit Asset button to open the modal
Click the Remove link to remove the asset
Click the Done button to complete the removal of the asset from the work order

In this Article

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About Asset Manager
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Accessing and Navigating Provider Automation
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Adding and Managing Technicians
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Adding Financial Information
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Answering Work Order Checklists
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