Starting the HAM Loaner Asset Request Prepare task earlier

anowakowski
Tera Contributor

Hello,

 

I understand that by default the Prepare task is auto generated two days before the start day in the loaner order request workflow, but I'd like to be able to start the task sooner. I've been told to modify the Number of days required for preparing the loaner asset variable on the Loaner Asset Request catalog item but am unsure how to do this.

 

My thought is that if someone submits a request for a Loaner Asset, the technician should be able to start the task as soon as they are physically able, so I'm not understanding the point of a potential two-day waiting period before the Prepare task is generated.

 

Can someone point me in the right direction?

 

Thank you.

1 REPLY 1

ericward
Mega Guru

Hello! You can at any time complete a Loaner request. You do not need to wait for that last task to be auto generated. As you stated it could often be the case that a loaner is returned earlier than expected. 

Immediately after completing the second task of the loaner process (Deploy) the Loaner Asset Order form displays a UI Action button at the top called 'Reclaim'. If you select Reclaim it asks you to input everything that the third task (Reclaim task) asks for. Once you select OK it updates the asset and auto creates the Reclaim task, populates the task with your selections, and then immediately closes it out. I have included some screenshots of what this process looks like.