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Asset Report/Checklist

  • March 11, 2022
  • 2 replies
  • 51 views
Keats
Apprentice
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The ability to have a checklist of the asset state and the steps taken in refurb each time the asset is returned would be invaluable. This could generate a “good to Go’ Checklist that could be shipped with the device so the user can see a quality control checklist has been sent with their asset.

This could be a defined list of the checks we do to the hardware, software and a spec sheet showing the asset details

2 replies

B
Active Contributor
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  • brendonh
  • Active Contributor
  • April 30, 2024

Hi.  I also need this!

Medic1334
Top Contributor ⭐
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  • Medic1334Top Contributor ⭐
  • Top Contributor ⭐
  • April 30, 2024

This can be done with the asset automator as is… Here’s a quick example:

  1. Create a service catalog item called Device Refurbishment. This SC Item requires asset association on creation.
  2. In the asset automator event based window create a new automation that is setup as below
    1. Trigger: Asset state is changed from In use to In Stock
    2. Device type is Computer
    3. Create service request for device refurbishment via API hit.
  3. Create a ticket automator that is configured as below: 
    1. Trigger: Service request is raised
    2. Condition: Requested item is device refurbishment
    3. Action: Create tasks (as many as you need)
    4. Action: Assign to group (unless done elsewhere)

You could also use the document template functionality (admin→ Document templates) to create a document automatically and hook it to the ticket for the agent to pull up and print that would list off all the tasks, who the assigned agent was for each task (or the ticket as a whole) etc.

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