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

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: wm_ext_agent and wm_ext_manager

    Procedimento

    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.

    Resultado

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