Take action on an enterprise asset using the Mobile Agent application

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Deploy, remove, or swap an enterprise asset using the Mobile Agent application.

    Before you begin

    Role required: wm_agent

    Procedure

    1. From your mobile device, launch the Mobile Agent application.
    2. On the navigation bar at the bottom of the screen, tap the My Tasks tab.
      The home screen of the My Tasks application opens with the first few tasks in the list of tasks assigned to you displayed.
    3. If the task you want to work on isn't displayed, tap See all.
    4. Optional: Filter or sort the task view.
      • To filter your tasks, tap the Filter icon (Filter icon) and enter the values to use as a filter in the Due Date, Asset, Location, or Priority fields.
      • To sort your tasks, tap the Filter icon (Filter icon), tap Sort by, and select the fields by which to sort your tasks.
    5. Tap the work order task for which you want to take the asset action.
    6. Tap the Parts tab.
      The Asset Usages list shows the first few enterprise assets in the list of assets associated with the work order task.
    7. If the asset you want isn't displayed, tap See all.
    8. On the Asset Usages list, choose an action that you want to take on the asset.
      Note:
      If you want to filter the displayed assets, tap the Filter icon (Filter icon) and enter the values to use as a filter in the Quantity, State, Substate, or Display name fields.
      OptionDescription
      Deploy an asset or part The asset or part must have a status of Not Used.

      You can also deploy assets or parts from your personal stockroom that have a state of In stock and a substate of either Available or Reserved.

      1. Select the asset.
      2. Tap Deploy.
      3. On the Deploy asset screen, tap the asset that you want to deploy.
      4. On the Deploy asset execute screen, in the Quantity field, select the quantity of parts that you want to deploy.
      5. Add the asset or part as a child of another asset or part by tapping Add to asset and then selecting the required asset from the asset list.
      6. Assign the asset or part to a specific user by tapping Assign to user and then selecting the user from the list of users.
      7. Tap Deploy.

      The Asset Usages list reloads to display the deployed asset or part with a Status of Used and State of In use. The Status of a consumable asset changes to Consumed.
      Remove an asset or part The asset or part must have a state of In use, In maintenance, or Consumed.
      1. Select the asset or part.
      2. Tap Remove.
      3. On the Remove asset screen, tap the asset or part that you want to remove.
      4. Tap Remove.

      The Asset Usages section reloads to display the removed asset or part, which now has the Status of Removed and State of In stock.
      Swap an asset or part with a replacement part
      1. Tap Swap.
      2. On the Select asset to swap screen, tap the asset or part that you want to swap.
      3. On the Swap assets screen, in the Swap in asset field, select the replacement part that you want to swap in from the asset list.
        Note:
        The replacement part must have the State of In stock and the substate of Available.
      The Asset Usages list reloads and displays the updated statuses of the assets:
      • The Swap out asset has the status of Removed.
      • The Swap in asset has the status of Used.

    What to do next

    Close the work order associated with the enterprise asset. For details, see Close a work order for an enterprise asset using the Mobile Agent application.