Clients with multiple locations who also have an abundance of assets or equipment may need those assets transferred back and forth to various locations. This type of work order is called Asset Transfer work order where your client is requesting an asset to be removed from one location and delivered to an alternative location. Asset Transfer work orders include a checklist and mandates a signature by a technician to complete the check-out process.

Asset Transfer work orders can be completed by technicians using username/password or PIN for SC Provider Mobile

⦿ How to Complete an Asset Transfer Work Order

Check-in the work order
Optional: Complete checklist check-in questions
Physically remove Asset from current location
Physically place Asset to new location
Check-out the work order
Optional: Complete check-out checklist questions
Click the Done button to confirm Asset
Optional: Click the toggle button if more than one technician was onsite.
Click the Toggle button capture signature
Click the Continue button to proceed
Click the Capture Signature button to add signature
Add Signature
Click the Done button to submit signature
Click the Submit button to finalize work order completion

The client must enable this feature for you to receive Asset Transfer work orders.

In this Article

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