Track the status of an asset that you replaced with another asset in a work order. You can track the status as you're doing the task from a task location.

Before you begin

Role required: wm_agent

Procedure

  1. Navigate to All > Field Service > Agent > Assigned to me.
  2. Open a work order task.
  3. In the Asset Usages related list, display the Asset Usage form by selecting Remove Asset.
    The Service order task field displays the task number of the work order, and that the status of the asset is set to Removed.
  4. In the Model field, select a model.
    The Quantity and Asset fields are enabled or inactive depending on what you selected in the Model field.
  5. In the Quantity and Asset fields, enter the information about your consumable and non-consumable assets:
    • If the model is consumable, enter the quantity that was removed in the Quantity field.
    • If the model is non-consumable, select the asset that is listed in the Asset field.
  6. In the Drop off stockroom field, select the drop-off location where you want to drop off the asset.
  7. In the Removed part status field, select the status of the part that you want to remove.
    If the part is faulty, select Defective. If it's not faulty, select Available.
  8. In the Replacement asset field, select the asset that you want to replace.
  9. In the Replacement model field, select the model to replace the asset that you removed.
  10. Select Submit.

Result

Two asset records are added to the Asset Usages related list. The removed asset is added to the Asset Usages related list with a status of Removed. The replaced asset is also added to the Asset Usages related list.