⦿ How to Scan an Asset Upon Creating a Work Order

Tap Create on the work orders list. The list of locations opens.
Pick the desired location. You land on the screen for creating a work order.
Add an asset to your work order either by scanning the asset tag or searching for the asset manually.

Once the app finds the matching asset, you can view the asset details to double-check you’re associating your work order with the correct asset.
Tap Confirm Asset on the asset details screen.

To successfully confirm the asset, make sure the asset location matches the location of the work order. Otherwise, you get an error message.
When the asset is successfully confirmed, you are redirected back to the Create Work Order screen, with the asset details at the top. Based on the subscriber’s issue list configuration, the area, problem type, and asset type may get automatically populated.

Should you have any doubts about the attached asset, you can tap the three dots icon next to the asset details and re-scan the asset or search for it manually. You can also remove the associated asset and continue creating your work order without an asset.
Make sure the Area, Problem Type, Asset Type, and Problem Code fields are filled out, and hit Next.
(When applicable) Check for duplicates and recalls to avoid submitting multiple service requests for the same problem.
1. Tap Cancel WO if the required work order already exists, and you don’t need to submit another one. The WO creation process stops here.
2. Tap Next if your work order is neither a duplicate nor a recall.
(When applicable) On the Troubleshooting screen, describe the problem in the text box. If required, answer troubleshooting questions to provide a more detailed picture of the issue. When all the troubleshooting is done, tap Next.
On the Add Note screen, enter your phone number, issue details, and your client phone number. Tap Add Attachment to attach a photo, video, or document that will serve as an evidence of the issue. When ready, tap Next to move on.
On the confirmation screen, review the work order information, and edit it if necessary. Then, tap Confirm / Create WO.