Siebel Field Service Guide > Assets >

Setting Up Assets


This section describes how to set up assets. Topics include:

Follow these procedures to set up assets.

To create an asset

  1. Navigate to the Assets screen > List view.
  2. Create a new record and complete the fields as appropriate.

    NOTE:  If a predefined query on the Assets screen > List view limits the displayed records to a subset of all the assets, create an asset with a customizable product and click Customize to refresh the view. This causes the new asset record to disappear from the visible part of the view. To find the record again, you must query for it, then click Customize again to complete the configuration.

    For more information about the Customize button, see Assets View.

To associate change requests with an asset

  1. Navigate to the Assets screen > List view.
  2. Drill down on the Asset # field for a selected asset and click the Change Requests view tab.
  3. Create a new record and complete the fields as appropriate.

To associate a backup or dependent asset with a primary asset

  1. Navigate to the Assets screen > List view.
  2. Drill down on the Asset # field for a selected asset and click the Relationships view tab.
  3. Create a new record and complete the fields as appropriate.

To associate an asset with an account

  1. Navigate to the Accounts screen > Assets view.
  2. Query for the account record in the Account form.
  3. In the Assets list, create a new asset record and complete the fields as appropriate.

To associate a preventive maintenance plan with an asset

  1. Navigate to the Assets screen > List view.
  2. Drill down on the Asset # field for a selected asset and click the Preventive Maintenance view tab.
  3. Click Plans in the link bar.
  4. Create a new record and complete the fields as appropriate.

    See Preventive Maintenance View for more information.

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