Asset Swap

John Davis
Tera Contributor

Hello

 

I am trying to find some information on Asset Swap.  I was able to find an ATF but cannot determine if this is a business rule or a workflow.

 

thanks

3 REPLIES 3

Shaqeel
Mega Sage

Hi @John Davis 

 

This is what I found:

 

Asset Swap Procedure

Role Required:

  • sn_eam.enterprise_admin
  • sn_eam.enterptrise_asset_manager

Asset States for Swapping:

  • In use (if hot swappable)
  • In maintenance
  • In stock (Defective or Pending repair)

Procedure:

  1. Navigate to Enterprise Asset Workspace.
  2. Select a multi-component record.
  3. Go to the Assets tab and select a parent asset.
  4. Click Swap.
  5. Fill in the Swap asset dialog box:
    • Asset to swap out: Select the child asset.
    • Choose stockroom: Select the stockroom for the swap.
    • Include assets based on substitute models: Check if needed.
    • Replacement asset: Choose from available assets in the selected stockroom.
    • Quantity: Enter the number of assets to swap (modifiable for consumables).
  6. Click OK.

Results:

  • The new asset inherits the State and Status of the parent asset.
  • The swapped-out asset's state changes to In stock and substate to Pending repair or Pending disposal for consumables

 

Regards

Shaqeel


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Regards

Shaqeel

Thanks for this information  So is Asset Swap only available in Enterprise Asset Management and not Hardware Asset Management Pro? In everything i have found I did not see it was only for EAM

Stig Brandt
Tera Guru

No, available in HAM, it is asset function on the affected ci related list on both incident and change.

 

https://youtu.be/T3x9hJgEuuI?si=xb8KO07-ncCMRhyM

Automate the update of your asset records throughout its life cycle and remove the effort of manually maintaining asset accuracy. Assets need to be updated and tracked from the time they are purchased until they are disposed. The automation process starts from the time you request an asset through