Complete the Prepare task for a recalled enterprise asset

Complete the Prepare task for a recalled enterprise asset so that you can proceed with replacing, repairing, or retiring the given enterprise asset.

Avant de commencer

Role required: sn_eam.enterprise_asset_manager or enterprise_asset_technician

Pourquoi et quand exécuter cette tâche

Important :

The Prepare task is applicable only to recall orders in which the Remediation field set to Repair, Replace, or Retire. If the Remediation field is set to Notation, you can proceed directly to the Notation task instead. See Complete the Notation task for a recalled enterprise asset for more information on the Notation task.

Procédure

1. From the Enterprise Asset Workspace, open the Inventory view.
2. Select the Recall orders tab.
3. From the list of available recall orders, select the recall order that you want to complete.
   The recall order record opens.
4. On the Enterprise Recalled Assets tab of the recall order record, select the enterprise asset that you want to replace, repair, or retire.
   The enterprise recalled asset record opens.
5. On the Enterprise Recall Tasks tab, select the task number for the Prepare task.

   Alternatively, select the task number that is displayed in the Current task field of the enterprise recalled asset record header.

   The Prepare task opens.
6. On the Details tab of the Prepare task, fill in the fields.

   Tableau 1. Details tab

   Field	Description
   Recall task details
   Stockroom	Stockroom of the recalled enterprise asset. Remarque : This field is editable only under the following conditions: The Remediation field in the associated recall order is set to Repair. In addition, the Remediation action field in this Prepare task is set to Off-site Repair. The Remediation field in the associated recall order is set to Retire. Important : If the recalled enterprise asset has not already been moved to a stockroom, you must move it to an available stockroom before you can proceed with the asset retirement or off-site repair.
   Remediation action	Option that indicates how you want to proceed with the recall process for the enterprise asset. Remarque : This field is editable only if the Remediation field in the associated recall order is set to Repair.
   Assignment group	Group to which the task is assigned.
   Assigned to	User to which the task is assigned.
   Scheduled date	Date and time at which you plan to complete this task.
   Notes
   Short description	Brief description of the task.
   Description	Detailed description of the task.
   Work notes	Notes about the task that are visible to all users within your organization.

7. Close the Prepare task.

   You can either close the Prepare task for only the specified enterprise asset or bulk update and close the Prepare task for multiple enterprise assets.

   If you want to close the Prepare task for only the specified enterprise asset, select Close Task.

   If you want to bulk update and close the Prepare task for multiple enterprise assets, select Include more assets. When the Select assets for bulk update dialog box opens, select the check box for each enterprise asset that you want to bulk update and close the Prepare task for. Select Close Task to close the dialog box and return to the Prepare task.

   Important :

   You can bulk update the Prepare task only for enterprise assets that have the same task name, state, assignment group, and assigned to user.

Résultats

The Prepare task automatically reloads with an updated state of Closed Complete.

If you are proceeding with an on-site repair, enterprise assets with a state of In use are updated with a state of In maintenance. In addition, enterprise assets with a state of In Stock are updated with a substate of Pending repair.

If you are proceeding with an off-site repair, enterprise assets with a state of either In use or In maintenance are updated with a state of In stock and a substate of Pending repair.

If you are proceeding with an asset replacement, enterprise assets with a state of In use are updated with a state of In maintenance. In addition, enterprise assets with a state of In stock are updated with a substate of Pending repair.

If you are proceeding with an asset retirement, enterprise assets are updated with a state of In stock and substate of Pending disposal.

Que faire ensuite

Complete all subsequent replacement, repair, or retirement tasks.