Record the assets used during a work task on the Contractor Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Record any assets that you use during the execution of a task.

    Vorbereitungen

    Role required: wm_ext_agent and wm_ext_manager

    Prozedur

    1. Navigate to All > Field Service Contractor Portal > My Lists > My Tasks.
    2. Open a work order task.
    3. Click New in the Asset Usages related list.
    4. Record the used asset.
      1. In the Asset Usage form, select Used from the Status list.
      2. Select the asset from the Asset list.
    5. Click Save.

    Ergebnisse

    The asset you used is successfully recorded in the agent personal stockroom.