Create a multi-asset onboarding process

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

    • Onboard multiple assets at one go by creating a multi-asset onboarding playbook.

    Before you begin

    Role required: sn_eam.enterprise_asset_manager

    About this task

    Ensure that you’ve created a catalog request for onboarding assets before you create the multi-asset onboarding playbook.

    You can perform inline editing directly in the playbook that enables you to change a value in a record instead of opening the record and changing it on the form.

    Procedure

    1. Navigate to Enterprise Asset Workspace > Asset operations > Onboarding tasks.
    2. Open the onboarding task record for which you want to create a multi-asset onboarding process.
    3. Select the Playbook tab.
      The Muti-asset onboarding page opens.
    4. Review or enter details in the Review model details lane.
    5. Select Mark as complete to proceed to the next lane.
      After you complete entering details in the Review model lane, all other review assets activities are unlocked.
    6. Continue to review or enter details in all the lanes until you reach the last lane (Depreciation).
    7. After all the lanes show a status of skipped or complete, select Close Task to complete the multi-asset onboarding process.
      Your assets are successfully onboarded. The onboarding task is completed and the request and requested item's state changes to Closed Complete.