Managing Inventory (Service Provider)

The service provider can manage its inventory by selecting values in the Status field of the Asset record. The available values depend on how you configured that field in the setup task Modifying Lists of Values for Managing Public Sector Providers.

The Status field of the asset is used to manage inventory in the following ways:

• When the agency adds a new asset that a service provider can provide, it selects Active in the Status field to indicate that the asset is unused and available. See Adding the Initial Inventory for Service Providers.

• When the service provider accepts an order, it selects a value in the Status field to indicate that the asset is being used and is not available. See Accepting or Rejecting Referrals (Service Provider).

The service provider also uses the Status field to manage inventory at other times. For example:

• If a child leaves a foster care home, the service provider must change the value in the Status field for that asset to Active, to indicate that it is available again. Whenever any asset becomes available for use, the service provider must change the status to Active.

• If your foster homes are partially remodeled and some of the beds are not available during construction, the service provider can change the value in the Status field for those assets to Maintenance to reflect this change.

The value, Maintenance, is an example of a value that you might add to the options in this picklist. The options that are available depend on how you configure this list of values in the setup task Modifying Lists of Values for Managing Public Sector Providers.

To manage inventory

1. In Siebel Public Sector Provider Portal, navigate to the Assets screen, then the List view.

2. In the appropriate Asset record, in the Status field, select the value that you want.