Asset Intelligence
Asset Intelligence is a feature of Decision Engine. With Asset Intelligence users can easily review pertinent information about an asset, including, but not limited to:
Initial Cost
Total Amount Spent on Repairs
Warranty Expiration Date
Condition
Links to Past Work Orders
Links to Past Invoices
The information provided is useful for determining whether or not an asset needs to be retired or kept in use. Additionally, Asset Intelligence keeps you informed of the assets warranty period and expiration date. Knowing that an asset is under warranty may determine the service provider selected to service the asset as well as determining who the service charge is billed to.
Accessing Asset Intelligence
The Asset Intelligence modal can be accessed by clicking on the Asset Details link that appears on work orders and invoices. To get the full benefit of Asset Intelligence, the asset’s attributes need to be added in Asset Manager. If the pertinent attributes were not added when the asset was added to Service Automation, they can be added by editing the asset in Asset Manager.
Select Manage Assets, under Asset (Equipment), on the hamburger menu.
Select the asset you want to edit from list (you can use filters to reduce the number of items on the list).
Click the pencil icon, to open the Asset Edit screen.
Add the relevant attributes, such as, purchase date, warranty expiration date, warranty not to exceed amount and initial cost to the asset’s attributes.
Click the Update button, to save your changes.
Note: When adding attributes, be sure to add or update the asset’s condition. The asset’s condition is important when making decisions as to whether or not to retire an asset.