Siebel Field Service Guide > Assets > Process of Managing Assets >

Associating Other Records with Assets (End User)

Complete the procedures in this topic to associate other records with assets.

This topic contains the following related information:

• Associating Change Requests with Assets
• Associating Backup or Dependent Assets with Primary Assets
• Associating Assets with Accounts
• Associating Preventive Maintenance Plans with Assets

This task is a step in Process of Managing Assets.

Associating Change Requests with Assets

You can associate a change request with an asset. For more information about change requests, see Quality Management.

To associate a change request with an asset

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

Associating Backup or Dependent Assets with Primary Assets

You can associate backup or dependent assets with a primary asset. These assets depend on the operation of a primary asset.

For example, hospital medical equipment depends on a hospital power asset. In the relationships view, the field service engineer can see the other assets that a defective power asset affects. The engineer can then take steps to make sure that no unintended disruptions occur. In this example, the engineer switches the medical equipment to the backup power supply before disconnecting the primary power supply.

To associate a backup or dependent asset with a primary asset

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

Associating Assets with Accounts

You can associate an asset with an account.

To associate an asset with an account

1. Navigate to the Accounts screen, then the Account List view.
2. Drill down on the Account Name field for a selected account record, and click the Assets view tab.
3. Create a new asset record, and complete the fields as appropriate.

Associating Preventive Maintenance Plans with Assets

You can associate a preventive maintenance plan with an asset. If a PM plan is already associated with an asset through the All Assets check box in the Products view in the Preventive Maintenance List of the Preventive Maintenance screen, then completing the following procedure has no effect other than to show the association. If a PM plan is not already associated with an asset through the All Assets check box, then perform the following procedure to create the association. For information about running preventive maintenance plans for an asset, see Running Preventive Maintenance Plans (End User).

To associate a preventive maintenance plan with an asset

1. Navigate to the Assets screen, then the List view.
2. Drill down on the Asset number (#) field for a selected asset, and click the Preventive Maintenance view tab.
3. On the link bar, click Plans.
4. Create a new preventive maintenance plan record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Name	Select the name of the preventive maintenance plan.
   Active	Displays a check in the check box to indicate the Preventive Maintenance Engine can process the plan.