Use the Select Value dialog box to select an asset for a ticket. After you select an asset, if the Location field is empty, the system copies the asset location to the Location field. If the location is associated with a responsible customer, the responsible customer is associated with this ticket. If the location has a service address, the service address is copied to the ticket.
For more information about responsible customers, see the Customers (SP) help.
For more information about service addresses for locations, see the Locations (SP) help.
Display the record for which you want to select an asset.
Next to the Asset field, click Detail Menu > Select Value.
Note: The list of assets is always filtered by the asset site. Typically, the asset site is the site of the affected person. However, the system might copy the asset site from an originating service request if your administrator has configured the system to behave this way.
To filter the list of assets, select one of the following options from the Filter By drop-down list:
All—To see all assets available to the affected user, select All and click Refresh. All assets available to the affected user are displayed. The affected user does not have to be a user or custodian of the displayed assets.
Public—To see all public assets for the asset site, select Public and click Refresh. Public assets are assets that do not have associated users or custodians. All assets that do not have associated users or custodians are displayed.
User/Custodian—To see all assets for the affected person who is a user or custodian of a asset, accept the default selection (User/Custodian) or choose User/Custodian and click Refresh. All assets where the affected user is a user or custodian of an asset are displayed.
To see assets for a different user and/or custodian, in the User and/or Custodian field, enter a value or click Select Value next to one or both fields and choose a new value. Click Refresh to refresh the list. All assets for the selected user and the selected custodian are displayed.
After you select an asset, if the Location field is empty, the asset location is copied to the Location field.
Click Save Record to save your changes.