Versions Compared

Old Version 2

changes.mady.by.user Pete Stapley

Saved on

compared with

New Version Current

changes.mady.by.user Bianca Rosa

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Health Check: The link has been rewritten to its master page by check 'P16'.

Image Removed

Table of Contents
outlinetrue
stylenone

Image Added


Warehouse Actions allow you to apply specific actions to multiple pieces of Equipment at once.

...

Widget Connector
urlhttps://www.youtube.com/watch?v=N8EWAcj80hM

Stage Equipment

Image Modified

Image Modified - Prepare Equipment at the Warehouse for pickup.

When Equipment is “Staged” the Equipment record will be updated to a status of “Staged” as well as the Service Order Equipment record. When Equipment is “Staged” the Equipment form should be read only, the same as when the Equipment status is set to “Order Pending”.

...

  1. The 'Equipment' picker  will open a form that will allow the User to specify which particular Asset should be added from the Equipment grid.
  2. If the Equipment is an Asset the 'Asset Tag' field  will display the Asset Tag of the Equipment if one has already been saved for the Equipment record. If there is no current Asset Tag the User can enter an Asset Tag for the selected Equipment into the field. When the 'Manage Service Desk Equipment' form is saved the record for the Equipment will be updated to include the new Asset Tag.
  3. If the Equipment is Cabling Equipment the 'Equipment ID' field  will display the Equipment ID of the Equipment if one has already been saved for the Equipment record. If there is no current Equipment ID the User can enter an Equipment ID for the selected Equipment into the field. When the 'Manage Service Desk Equipment' form is saved the record for the Equipment will be updated to include the new Equipment ID.
  4. The 'Add/Edit Equipment' button Image Modified will open either the 'Add New' or 'Manage' version of the Equipment form.
    • 'Add New Equipment' - will allow the User to add a new Equipment record if none that are satisfactory can be found in the 'Equipment' picker.
    • 'Manage Equipment' - will allow the User to edit the Equipment specified in the 'Equipment' field on the Manage Service Desk Equipment form.

Pick Up Equipment

Image Modified - The Equipment has been picked up from the Warehouse.

...

When Equipment is “Picked Up” the Equipment record will be updated to a status of “Picked Up” as well as the Service Order Equipment record. When Equipment is “Picked Up” the Equipment form should be read only, the same as when the Equipment status is set to “Order Pending”. Equipment may only be Picked Up after it has been Staged.

Return Equipment

Image Modified - Send Equipment back to the Warehouse.

...

When the action status is “Complete” or “Finalized” and Equipment is Returned, a credit will be created for any non-recurring Equipment charges. If the Equipment action is complete, but the Service Desk Action is still “Pending”, a credit will be created for any non-recurring Equipment charges and a “Return” Service Desk Equipment record will be created with the quantity of Equipment returned. The Service Desk Equipment quantity will be adjusted to reflect the amount returned as well.

Inventory

Image Modified

Image Modified - View the Activity related to the selected Inventory.

...