Edit Asset

On the Edit Asset page, the tabs along the top provide you with specific information on the asset including case history, warranty information, and more.

• Attachments
• Related Assets
• Cases
• Service Requests
• Shared History
• Deferred Operations
• Warranty/Campaign

Attachments

The ATTACHMENTS tab allows you to upload files to an asset’s profile. This includes image files, Word documents, and PDF’s up to 10 MB.

To upload a new attachment:

1. Click ATTACH FILE.

   

2. On the Attach File screen, drag-and-drop a file to the File field, or click Choose File, select a file, and open it. Note: File size is limited to 30MB.
3. In the Description field, enter a description of the file (e.g. Invoice).
4. If you do not want the customer to have access to the attachment, select the INTERNAL checkbox. 
   NOTE: If the internal checkbox is not checked, the customer will be able to see the attachment.
5. Click Upload.

When the upload completes, the attachment will appear on the ATTACHMENTS tab. To open the attachment in a new browser window, click the file name. To change the INTERNAL setting to CUSTOMER, use the dropdown in the ACTIONS column. Changing this setting to CUSTOMER will allow the customer to view the attachment.

To delete the attachment, click DELETE from the same ACTIONS column. NOTE: You must have General Manager permissions to delete an attachment.

Related Assets

The RELATED ASSETS tab contains any information on assets related to a case. For example, a tractor can be related to a trailer and/or reefer unit by utilizing this tab.

To add a related asset:

1. Click ADD A RELATED ASSET.

   

2. On the next page, enter the serial number (i.e., the last 6 or 8 digits of the VIN) or the unit number.
3. Click Search. 
4. Locate the asset or equipment in the search results and click Relate. When the action completes, the new related asset will appear on the RELATED ASSETS tab. You can relate multiple assets with a single asset. 

   

To remove the asset from the Related Assets list, click REMOVE from the ACTION column.

Cases

The CASES tab lists all cases that were opened for the asset at the current service location only. You may also view closed cases by clicking the SHOW ## CLOSED CASES button at the bottom left and below the open cases grid. If there are no closed cases, the button will say NO CLOSED CASES.

The Case History grid includes the following information:

• CASE #: Click the case number to open the case. 
• ASSET INFO: Year, Make, Model, and Engine are displayed for the asset.
• RO RUMBER: Any RO Number associated with the Case.
• CREATED: The date and time the case was created.
• LAST UPDATED: The date and time the case was last updated.
• CUSTOMER: The Customer the unit belongs to.
• SERVICE PROVIDER: The location providing service. Clicking the name will open the Edit Service provider screen.
• COMPLAINT: Complaint entered for the case.
• TOTAL: The current total on the latest version of the estimate. Clicking the total will open the case.
• STATE: The current state of the case. If the created date is greater than 30 days, the status will be Inactive. If the created date is less than 30 days, the status will be Active. (This column is not included when viewing closed cases.)

Column headings with an underline can be clicked on to sort the grid by that column. If necessary, use the Next and Previous buttons on the bottom right to navigate to view more cases.

 

Service Requests

This tab will display the Service Requests for the asset associated with the current provider.

 The Case History grid includes the following information:

• SERVICE REQUEST #: Click the service request number to open the service request. 
• STATUS: The status of the service request.
• CREATED: The date and time the service request was created.
• CUSTOMER: The Customer the unit belongs to.
• COMPLAINT: Complaint entered for the service request.
• CUSTOMER REQUESTED APPOINTMENT TIME: The requested appointment time for the service request if provided by the customer.
• CUSTOMER REQUESTED COMPLETION TIME: The requested completion time for the service request if provided by the customer.
• ASSET: The Year, Make, Model, and Engine for the selected asset.
• ASSIGNED TO: The person the service request is assigned to.

Column headings Created and Customer can be clicked on to sort the grid by that column. If necessary, use the Next and Previous buttons on the bottom right to navigate to view more service requests.
 

Shared History

The SHARED HISTORY tab lists any cases created at the current service location and any other service location across the network. Cases created at the current service location are hyperlinked, so you can access the case by clicking on it. For cases created outside of the current service location, you can click anywhere on the case’s row to view a Shared Event summary as to what happened in that case.  

Deferred Operations

The DEFFERED OPERATIONS displays any operations the customer chose to Defer on cases created for the asset.

It includes the following information:

• Deferred At time: The Date and time the operation was deferred.
• Description of the operation: The description of the operation.

If a customer is interested in a certain repair or operation, but does not want it performed right away, they can choose to Defer and revisit during the next service event.

NOTE: A Deferred operation stays visible on this tab until the operation is added to a Case from the Recommended Operations page, the operation is accepted by the customer, and the case closes.

When a new Case is created, any Deferred Operations will display on the Recommended Operations page allowing users to add and submit to the customer for approval.   

Warranty/Campaign

The WARRANTY/CAMPAIGN tab lists any active recalls and warranty campaigns related to the asset.

Campain/Recalls

If the manufacturer of an asset has issued any campaigns or recalls that include the asset, those will display under the Campaign/Recalls sub-tab.

Warranty & Extended Coverage

If the asset has any manufacturer warranty or extended coverage, it will display on the Warranty & Extended Coverage sub-tab.

Service Contracts & Subscriptions

If the asset is under any Service Contracts or Subscriptions, they will display on the Service Contracts & Subscriptions sub-tab.