Site Assets Lookup

The Site Assets lookup displays list of all the installed equipment or services at a customer site.

Steps:

  1. To associate desired site asset to a work item like case, work order, site etc., search for the desired site asset from the list and then on the toolbar, click Save and Close.

    1. While creating case:

      • If you select ‘Child Asset’ from the Site Asset lookup then the child asset will be taken as Site Asset and its respective parent asset will be taken as Entitlement Asset.

      • If you select ‘Parent Asset’ from the Site Asset lookup then the parent asset will be taken as both Site Asset and Entitlement Asset as well.

    2. Once the case is created:

      • If you have selected ‘Child Asset’ from the Site Asset lookup during case creation, then the child asset will be taken as Reported Asset and the parent asset will be taken as Covered Asset.

      • If you have selected ‘Parent Asset’ from the Site Asset lookup during case creation, then the parent asset will be taken as both Reported Asset and Covered Asset as well.

  2. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  3. To filter the search results, in the search bar, type the keyword and then click Search button.

  4. To clear the filter results/search results, beside Search field, click Clear button.

  5. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  6. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.