Managing Assets for Siebel Field Service

An asset is property or an item of value that your company owns.

The following procedures related to assets and asset management are included in this topic:

• "Displaying Asset Details"

• "Viewing Measurement Information for an Asset"

• "Capturing a Reading for an Asset"

• "Viewing Warranty Information for an Asset"

• "Viewing Service Request Information for an Asset"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Field Service.

  
  

Displaying Asset Details

You can display asset details by using the Assets list.

To display asset details 

1. Tap the Side Menu icon on the application banner, and then tap Assets to display the following:

   • The Assets list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Assets list, tap the link in the Asset # field to drill down on the selected record.

   All details for the selected asset appear in the right pane, from where you can do the following:

   • "Viewing Measurement Information for an Asset"

   • "Capturing a Reading for an Asset"

   • "Viewing Warranty Information for an Asset"

   • "Viewing Service Request Information for an Asset"

Viewing Measurement Information for an Asset

Complete the following procedure to view the measurement information for an asset. You might view measurement information to record readings for utility meters or to measure hydraulic pressure.

To view the measurement information for an asset  

1. Tap the Side Menu icon on the application banner, and then tap Assets to display the following:

   • The Assets list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Assets list, tap the link in the Asset # field to drill down on the selected record.

   All details for the selected asset appear in the right pane.

3. Under Readings, use the left and right arrows to scroll through the list of different readings that can be captured (for example, Pump Pressure, Odometer, Oil Pressure).

Capturing a Reading for an Asset

For tasks such as taking a utility meter reading or measuring hydraulic pressure, you must record an asset reading.

To capture a reading for an asset 

1. Tap the Side Menu icon on the application banner, and then tap Assets to display the following:

   • The Assets list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Assets list, tap the link in the Asset # field to drill down on the selected record.

   All details for the selected asset appear in the right pane.

3. Capture a new asset reading as follows:

   1. Under Readings, use the left and right arrows to scroll through the list of different readings that can be captured.

   2. Tap an individual reading, and then tap the plus (+) icon to capture a new reading.

   3. Enter the information for the new reading in the fields that appear, and then save the record.

Viewing Warranty Information for an Asset

Complete the following procedure to view the warranty information for an asset.

To view the warranty information for an asset 

1. Tap the Side Menu icon on the application banner, and then tap Assets to display the following:

   • The Assets list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Assets list, tap the link in the Asset # field to drill down on the selected record.

   All details for the selected asset appear in the right pane.

3. Tap the down arrow next to Warranty to expand and show all the warranties associated with the asset.

4. Tap the warranty that you want to view.

Viewing Service Request Information for an Asset

Complete the following procedure to view the service request information for an asset.

To view the service request information for an asset  

1. Tap the Side Menu icon on the application banner, and then tap Assets to display the following:

   • The Assets list in the right pane.

   • The Calendar showing the activity planning information in the left pane.

2. In the Assets list, tap the link in the Asset # field to drill down on the selected record.

   All details for the selected asset appear in the right pane.

3. Tap the down arrow next to Service Requests to expand and show all the service requests associated with the asset.

4. Tap the link in the SR # field to drill down on the selected record.