Assets (SP) Application

Record and organize information about assets that you provide services for in the Assets (SP) application. You can associate customers with assets so that agents can find agreements and response plans for tickets, work orders, or sales orders created for assets. You also associate customers with assets so that access to assets is restricted to those individual who are authorized to information related to that customer.

You can record the following information about assets:

You associate customers with assets to keep the asset records restricted to the users who have been given permission to access the data of a particular customer. One of the associated customers is the primary customer and this customer can be copied to a ticket or work order when an agent selects an asset. Subsequently the customer and asset can be used to find a customer agreement and pricing schedule, service level agreement, and response plan to apply to the ticket or work order.

Tabs in the Assets (SP) application let you build the asset hierarchy, an arrangement of buildings, departments, assets, and subassemblies. The asset hierarchy provides a convenient way to roll up maintenance costs so that you can check accumulated costs at any level, at any time. It also makes it easy to find a particular asset number.

The Assets (SP) application contains the following tabs:

List:  to search for asset records.

Asset:  to view, modify, add, or delete the main record for an asset.

Spare Parts:  to create the asset hierarchy and view the subassemblies and parts of an asset.

Safety:  to view, modify, add, or delete safety records for an asset.

Meters:  to view or add metering information for an asset.

Specifications:  to enter or view the specification for the asset as recorded in the Classifications application.

If the IBM® Linear Asset Manager license is installed, the Assets (SP) application contains the following additional tabs:

Features:  to associate feature instances with linear assets.

Relationships:  to define and create relationships between linear assets.

For information about the Linear Assets Manager, refer to topics under Linear Assets in the Contents pane.