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Assigning Assets to Partners

Field service businesses use the Assets screen for tracking and managing assets, which can be installed at customers' locations or can be stored at their own warehouses and inventory locations.

Users can select an asset in the Assets screen and click the view tabs to view the service requests, entitlements, warranty, components, uptime data, repairs, preventive maintenance, and other information for this asset, providing the field service business with information used for preventive maintenance, repairs, billing, and marketing.

You can enter this information about assets using either the Siebel PRM Manager or Siebel Field Service. Your partners can view it using the Siebel PRM Portal.

Because only one partner company provides field service for a given asset, you can assign an asset to only one organization. Employees of that organization can then see the asset in the All Assets view.

If a partner employee owns a service request, that partner employee can view the asset associated with the service request only if the employee has access to the All Assets view. For more information about working with assets, see Siebel Field Service Guide.

For a business scenario illustrating how brand owners and partners can work together using assets, see Example of the Partner Responding to Service Requests for Assets.

NOTE:  For the asset to be visible to the partner, the asset's organization must match the partner's organization. When you are upgrading to a new version, assets might be assigned to the default organization, while partner contacts remain part of the partner organization. If so, the partner contacts are not able to see the assets.

To assign an asset to a partner company

1. Navigate to the Assets screen, then the List view.
2. In the Assets list, drill down on the name of the asset that you want to assign to the partner company.
3. In the More Info form, in the Organization field, click the Single Select button.
4. In the Pick Organization dialog box, select the organization of the partner company and click OK.

   The asset and the information associated with it are visible to users in this partner company in the All Assets view.