Siebel Field Service Guide > Assets >

Setting Up Assets

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

• Creating Transactions and Components
• Creating a Hierarchical Asset from a Product Bundle
• Asset Mapping
• Defining Asset Measurements

Follow these procedures to set up assets.

To create an asset

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

To add role priorities to employees associated with an asset

1. Navigate to the Assets screen > List view.
2. Drill down on the Asset # field for a selected asset. Then, in the Employees field, click the Select button to associate additional field service engineers with the asset.
3. In the Employees view, select a role in the Role field for each engineer.