Record the assets used during a work task

Record any assets that you use during the execution of a task.

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, click Use Asset to display the Asset Usage form.

   The Service order task field displays the work order task number and the Status of the asset is set to Used.

4. Select the model of the asset in the Model field.

   If the selected model is a consumable, the Asset field becomes read-only.

5. Enter the quantity or specific asset removed depending on whether the selected model is consumable.

   • If the selected model is consumable, enter the quantity that was removed in the Quantity field.
   • If the selected model is non-consumable, select the specific asset listed in the Asset field.
   • Click Submit.

Result

The asset that was used is added to the Asset Usages related list.