---
sourceDocument: Xanadu IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-asset-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Schedule a visit to the customer site

# Schedule a visit to the customer site {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Schedule a visit of the DaaS provider representative to the customer location.

## Before you begin

Role required: sn_daas_ham.daas_asset_manager or inventory_user

* Install the Hardware Asset Management for DaaS application from [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home).
* Install the Hardware Asset Management application from [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home).
{#schedule-rma-daas__ul_dyn_p1q_kbc}

## Procedure

1. Navigate to WorkspacesHardware Asset Workspace.
2. Select the DaaS provider view.
3. Select the RMA orders tab.
4. Select an RMA order number.
5. Select the RMA response order lines tab.
6. Select the asset task number with the Task type as Schedule.
7. On the form, fill in the fields.  
   {#schedule-rma-daas__table_fhc_sbq_kbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique number for the Schedule task. |
   | Asset order line | The RMA response order line number associated with this task. |
   | Due date | Estimated date of completing this task. |
   | Scheduled date | The scheduled date for the DaaS provider representative to visit the customer's location. |
   | Task name | Name of the current task. This field is automatically set to Schedule. |
   | State | Status of the Schedule task. This field is automatically set to Open. |
   | Assignment group | The assignment group for the individual who is responsible for working on the Schedule task. |
   | Assigned to | The individual responsible for working on the Schedule task. |
   | Asset | The asset that is selected while creating an RMA response order line. For more information, see [Create an RMA response order line](https://www.servicenow.com/docs/ke_hR84JUkzgFBqFp6RN2g "Create a Return Merchandise Authorization (RMA) response order line for every asset in an RMA response order."). |
   | 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. |
   [Table 1. Schedule task form]

   {#schedule-rma-daas__table_fhc_sbq_kbc}
8. Select Close Task.
{#schedule-rma-daas__steps_yx5_x2q_kbc}

## Result

* After the Schedule task is completed and you refresh the list, a task is created displaying a unique asset task number with the task type as Evaluate RMA asset.
* The State field of the Schedule task is set to Closed Complete.
* The Stage field of the Inbound asset order line is set to Evaluation.
{#schedule-rma-daas__ul_aps_kts_2bc}

## What to do next

[Evaluate the RMA asset](https://www.servicenow.com/docs/eIbXXAaYffgrHuLDjBKfwA "Evaluate the Return Merchandise Authorization (RMA) asset on the scheduled date at the customer location.")

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