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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Assess the RMA asset

# Assess the RMA asset {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Assess the Return Merchandise Authorization (RMA) asset using either an on-site or off-site assessment procedure.

## 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).
{#assess-rma__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 RMA assessment.
7. On the form, fill in the fields.  
   {#assess-rma__table_fhc_sbq_kbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique number for the RMA assessment task. |
   | Asset order line | The RMA response order line number associated with this task. |
   | Due date | Estimated date of completing this task. |
   | Asset | The asset that is selected while creating the associated RMA response order line. For more information, see [Create an RMA response order line](https://www.servicenow.com/docs/Uro6wlFHSFt_j~~TGjPvBA "Create a Return Merchandise Authorization (RMA) response order line for every asset in an RMA response order."). |
   | Assessment action | Assessment procedure to be followed for the RMA asset. * On site: A representative from the DaaS provider visits the customer's premises to assess the asset. * Off site: The asset arrives at the DaaS provider site for assessment. * Denied: The RMA request is rejected. {#assess-rma__ul_mgp_mcq_kbc} |
   | Task name | Name of the current task. This field is automatically set to RMA assessment. |
   | State | Status of the RMA assessment task. This field is automatically set to Open. |
   | Assignment group | The assignment group for the individual who is responsible for working on the RMA assessment task. |
   | Assigned to | The individual responsible for working on the RMA assessment task. |
   | 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. RMA assessment form]

   {#assess-rma__table_fhc_sbq_kbc}
8. Select Close Task.

## Result

* The result of the task completion changes according to the value selected in the Assessment action field:
  * If you select On site, a task is created displaying a unique asset task number with the task type as Schedule after you refresh the list. The Stage field of the RMA response order line is set to Schedule.
  * If you select Off site, a task is created displaying a unique asset task number with the task type as Ship after you refresh the list. The Stage field of the RMA response order line is set to Ship.
  * If you select Denied, the RMA response order line is set to Closed Complete. If there are no more open RMA response order lines, then the RMA response order is closed.
  {#assess-rma__ul_ycg_ydq_kbc}
* The State field of the RMA assessment task is set to Closed Complete.
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## What to do next

[Schedule a visit to the customer site](https://www.servicenow.com/docs/9Brm3IqT1f8LfaRCvWsD0w "Schedule a visit of the DaaS provider representative to the customer location.") or [Ship the asset to the DaaS provider](https://www.servicenow.com/docs/57XdVAXMzH9Yd3Wvlzu76A "Return the asset to the DaaS provider and record the shipment details using the Ship task.")

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