Siebel CRM Siebel Mobile Guide: Disconnected Siebel Innovation Pack 2017, Rev. A E52427-01 |
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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:
"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. |
You can display asset details by using the Assets list.
To display asset details
Tap Side Menu and then tap Assets to display the following:
The Assets list in the main pane.
The Calendar showing the activity planning information in the side pane.
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 main pane, from where you can do the following:
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
Tap Side Menu and then tap Assets to display the following:
The Assets list in the main pane.
The Calendar showing the activity planning information in the side pane.
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 main pane.
Under Readings, use the navigation arrows to move through the list of different readings that can be captured. For example: Pump Pressure, Odometer, and Oil Pressure.
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
Tap Side Menu and then tap Assets to display the following:
The Assets list in the main pane.
The Calendar showing the activity planning information in the side pane.
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 main pane.
Capture a new asset reading as follows:
Under Readings, use the navigation arrows to move through the list of different readings that can be captured.
Tap an individual reading, and then tap New (the plus (+) icon) to capture a new reading.
Enter the information for the new reading in the fields that appear, and then save the record.
Complete the following procedure to view the warranty information for an asset.
To view the warranty information for an asset
Tap Side Menu and then tap Assets to display the following:
The Assets list in the main pane.
The Calendar showing the activity planning information in the side pane.
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 main pane.
Tap the down arrow next to Warranty to expand and show the warranties associated with the asset.
Tap the warranty that you want to view.
Complete the following procedure to view the service request information for an asset.
To view the service request information for an asset
Tap Side Menu and then tap Assets to display the following:
The Assets list in the main pane.
The Calendar showing the activity planning information in the side pane.
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 main pane.
Tap the down arrow next to Service Requests to expand and show the service requests associated with the asset.
Tap the link in the SR # field to drill down on the selected record.