1. Field Service Guide
  2. Adding Assets to Service Requests (End User)

Adding Assets to Service Requests (End User)

You can add an asset to a service request. For more information about managing defective assets, see Quality Management.

Note: You can directly associate a service request with only 1 asset. However, to associate a service request with multiple assets, you can associate the service request with multiple activities, and then associate each activity with a different asset.

This task is a step in Process of Managing Service Requests.

To add an asset to a service request

  1. Navigate to the Service screen, then the Service Request List view.

  2. Drill down on the SR number (#) field for a selected service request that is not associated with an asset, and click the Activities view tab.

  3. Drill down on the Type field for a selected activity, and click the More Info view tab.

  4. In the Asset number (#) field, enter or select the number for the additional asset.