Siebel Field Service Guide > Assets >

Obtaining Asset Information


This section describes how to obtain information about assets. Topics include:

Follow these procedures to obtain information about assets.

To review all change requests for a selected 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.

To review all repairs for a selected asset

  1. Navigate to the Assets screen > List view.
  2. Drill down on the Asset # field for a selected asset and click the Repairs view tab.

To review all activities associated 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 Activities view tab.

To review preventive maintenance activities associated 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 History in the link bar.

To view the status of a preventive maintenance plan for an asset

  1. Navigate to the Assets screen.
  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.

To view an asset hierarchy

  1. Navigate to the Assets screen > List view.
  2. In the link bar, do one of the following:
    • To view assets associated with your organization, click Assets Explorer.
    • To view assets associated with all organizations, click Assets Explorer Across Organizations.
  3. In the explorer list in the left pane, click the plus sign (+) in front of each asset to see a hierarchical list of its components.
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