Site Assets

Site assets represent the installed equipment or services at a customer site. These are typically the products you service. A ‘Site Asset’ gives you information such as product, serial number, asset tag, installed date, etc. You can view Service history by individual site assets or based on product attributes (i.e. family, line, customer, geography, etc). You can easily perform transactions like installs, de-installs, and exchanges and store them as a part of the asset history. Also, you can represent complex site installations through site asset hierarchy.

Steps:

  1. Expand Admin and then click Site Assets.

  2. If you want to include the removed parts in the grid list then, on the header of the Site Assets listing screen, enable Include De-Install.

  3. To perform specific operation on a desired site asset (part), select the site asset in the listing screen and then click the following buttons to perform the actions as mentioned below:

    1. Log Install to track the instance of part install transaction as well as keep site asset configurations up to date.

    2. Log Remove to track the instance of part remove/uninstall transaction as well as keep site asset configurations up to date.

      3. When you remove/uninstall a parent part, all its respective child parts will display as independent parts in ‘Site Assets’ listing screen. However, if you check the associated entities of the removed part like site/case/work order, the parent part along with its child parts will not be available.

    3. Log Exchange to track the instance of both part remove and install transactions as well as keep site asset configurations up to date.

    4. Move Parts to move the part(s) from one site to another.

      5. You can perform ‘Move Parts’ transaction on multiple parts at a time. For that, select multiple parts from the ‘Site Assets’ grid and then click ‘Move Parts’ button so that all the selected multiple parts will move to specific site.

    5. Export to Excel to export the search results displayed in the listing screen into an excel sheet and save it locally.