When a work order has an associated asset, you may be required to scan and validate the asset upon check-in.
Scanning an Asset
- Tap Scan. Your camera opens, and you can scan either the QR or the NFC code on the asset.
The scanning method depends on your subscriber’s preference configured on the Asset Rules page in Asset Manager. If both scanning methods are allowed, opt for the preferable method. When only one method is enabled, your camera opens right away without giving you an option to choose the method.
Switch between the two tabs below to learn what scenarios are possible after you scan an asset tag.
Scanning an NFC Asset Tag
If your mobile device is natively capable of reading Near Field Communication (NFC) tags, you can search for and validate assets by scanning their NFC tags. Once you’ve scanned an NFC tag, you get the information on the associated asset. It allows you to make sure you are in front of the equipment that needs to be repaired or replaced per the created work order.
Since NFC operates over just a few inches, you should hold your mobile device close to the asset tag.
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- Only the newest iPhones have NFC enabled natively: XS, XS Max, XR, 11, 11 Pro, iPhone SE (2nd generation).
- Your device should run iOS 11 or later.
- Most Android phones natively have NFC capabilities.
To scan NFC asset tags, your client should enable this scan method for you in Service Automation.
- Tap Scan, and select Scan NFC Tag.
Approach your device to the NFC tag on the asset.
If the asset tag is successfully scanned, the app searches for the match and shows you the details of the asset found.
In case you get an error upon scanning, read Troubleshooting a Scanning Error.
Troubleshooting a Scanning Error
There are a few reasons that may stand behind the scanning error, for example, the asset tag you are trying to scan is damaged, or there is an issue with the scanner on your device.
- Try to re-scan an asset tag.
If the issue persists, tap Unable to Scan, select a reason, and hit Save.
Tap the search icon 🔍 in the upper-right corner, and look for the required asset manually. You can enter the asset tag ID, type, brand, or serial number in the search field.
Once the asset is found, tap the asset. The asset details page opens.
The button at the bottom of the asset details screen corresponds to your purpose of searching for the asset. In the screenshot below, the Add Asset button permits you to add the asset to an existing work order. Note that when you need to update the asset on the WO or validate the asset upon check-in, you will see the corresponding button.
