Use an asset

If you use an asset during the execution of a task, record the asset on the Asset Usages related list on the Work Order Task form.

Before you begin

Role required: wm_agent

Procedure

  1. Navigate to Field Service > Agent > Assigned to me.
  2. Open a work order task.
  3. View the Asset Usages related list.
  4. 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.
  5. Select the model of the asset in the Model field.
    If the selected model is a consumable, the Asset field becomes read-only.
  6. Select the asset in the Asset field.
  7. If the asset is a consumable, enter the Quantity used.
  8. Click Submit.
    The used asset is added to the Asset Usages related list.