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EquipmentAnytime a User wants to add a piece of Equipment to a Service Desk item, the User can do so on the Equipment tab. The first thing the User sees here is any Equipment that an SDC has already added if one has been applied. To add additional Equipment to the Service Desk item, follow these steps:
A User can also set Equipment to 'Staged', 'Picked Up', or 'Complete' according to the same rules for Warehouse Actions from this form, as well if the Equipment was previously added and the User is editing it. If a User selects an Override Expense GLA, that GLA will be displayed on the Service Desk Action's Equipment Tab. DetailsIf the Status of the Equipment is set to 'Staged' or 'Completed', the 'Details' tab is set to read-only.
Expense TypeEquipment has the option to add an 'Expense Type' when selecting an Equipment Catalog on the Service Desk Equipment form. If there are multiple Expense Types specified on the Default Charges tab of the Equipment Catalog they will appear in the form. The Expense Type drop-down will dynamically display based on one of three possible states the Equipment Catalog may have. These states are as follows: No Expense TypeNo Expense Type field will display This happens when there are no Default Charges associated with the Equipment Catalog. Read-Only Expense TypeThe Expense Type drop-down will display but will be read-only. This happens when there are one or more Default Charges associated with the Equipment Catalog with a single possible Expense Type. The specified Expense Type will be used automatically and no input is required from the User. Editable Expense TypeThe Expense Type drop-down will display and values can be selected. Whatever Expense Type is selected will determine what Default Charge(s) are added to the Service Desk item. This allows for the appropriate Charges to be selected for the Equipment based on the Expense Type. Replaced EquipmentThe 'Replaced Equipment' picker allows the User to select any Equipment that is associated with a given Service and assign it to be automatically removed when the SD item is completed. This Picker only selects Equipment that is assigned to the Service that is selected. The Replaced Equipment Picker auto-completes in two circumstances:
AssetWhen the Equipment is an 'Asset', two additional fields appear. This is the same functionality that is available to a User on the Warehouse Actions 'Manage Service Desk Equipment' form when the Equipment is an Asset.
CableWhen the Equipment is 'Cabling Equipment', two additional fields appear. This is the same functionality that is available to a User on the Warehouse Actions 'Manage Service Desk Equipment' form when the Equipment is 'Cabling Equipment'.
Equipment StatusThe Service Desk Equipment form displays the Stock Availability indicator when the Equipment Action is 'Add'. This indicator provides a visual reference for the User to know if the Inventory is available based on the Qty, Equipment Catalog, and From Warehouse. When there is enough Inventory in the selected From Warehouse then the Availability Indicator will reflect If the User forgets to specify the From Location on the Service Desk Equipment form and selects an Equipment Catalog, then the ActivityThe 'Activity' tab is a record of the Equipment as it moves from Pending to Staged. When Equipment is Staged/Picked Up/Completed, the Location the Equipment was pulled from is shown as a record on this tab. This record assists with tracking where Equipment originated from. Reports can be generated from this tab for a full accounting of all of the Equipment records. |
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