Select Value

You can select an asset for a record. You might do so if the issue you are reporting or working on involves an asset.

This topic explains how to use the Select Value option from the Detail menu. You also can select an asset by choosing other options from the Detail menu. For assistance with a dialog box for another option, select the Help icon in the dialog box.

To select an asset with the Select Value dialog box:

  1. Display the record for which you want to select an asset.

  2. Next to the Asset field, click Detail Menu > Select Value. The system displays the Select Value dialog box.

    Note:
    The list is always filtered by a value in the Asset Site field. By default, this is the site of the person record in the Affected Person field. However, it might be copied from an originating service request if your administrator has configured the system to behave this way.

  3. In the Select Value dialog box, use the Filter By value list to choose the way you want the system to filter the list. You can filter the list by choosing one of these values from the Filter By value list: All, Public, or User/Custodian. The default User/Custodian is the affected person specified on the record.

  4. To see all assets for the affected person when the affected person is a user or custodian of an asset, accept the default display (User/Custodian) or choose User/Custodian and click Refresh. The system displays all assets available to the affected user when the affected user is a user or custodian of an asset.

    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. The system displays all assets for the selected user and the selected custodian.

  5. To see all assets available to the affected user, select All and click Refresh. The system displays all assets available to the affected user. The affected user does not have to be a user or custodian of the displayed assets.

  6. To see all public assets for an asset site, select Public and click Refresh. Public assets are assets that do not have associated users or custodians. The system displays all assets that do not have associated users or custodians.

  1. After you select an asset, the system copies the asset’s location to the Location field.

You can view associated contracts, work orders, PMs, asset details, and tickets for a selected asset by selecting the appropriate option from the Detail Menu next to the Asset field.