Operator - Assets

Owned by Thorsten Boedeker
Last updated: Oct 10, 2024

The Assets module shows all assets that are registered for the company (tenant) of the current user. The user has only access to assets and facilities according to his /wiki/spaces/SSHDS/pages/16909598721.


Main View



  • Click on search field and choose or type expressions to search / filter by search tags or search by "*" to scan all categories:


  • Click on Group by dropdown box in the upper right corner to group the list by brand, building, facility, line, model, region or technology:


Entered search or group filters will be remembered for your next visit.



Asset Proposal


Service Providers can propose an asset for service to the Operator for a machine that they created on symmedia Hub.

As Operator tenants are self managed, they are free to accept theses asset proposals. The Operator can accept or decline asset proposals if he does not want to use the services provided with this proposal.

Required User Role: Workshop Manager

Asset proposals are displayed at the top of the asset overview page.


As an Operator, you can

  • choose

or

  • if you want to decline

the offer for providing service by the Service Provider for this respective machine.




After clicking , you can

  • enter a custom name for this asset under Asset name.

Else, the default name of the asset is set as "Machine Model" + "Serial Number".


You can

  • add a custom image of this asset by clicking or  dragging & dropping the image in the respective area.
  • after uploading the image, it can be edited by clicking on the  button.
  • proceed by clicking .


The proposed asset was now added to your list of assets.

Finally, you can add the asset to a facility.

It is possible

  • to select an existing facility from the dropdown list.
  • or create a new facility by just entering the name of the facility into the select field and clicking on Create "facility".



It is not longer mandatory to assign a facility to an asset. If this step is skipped, the asset will be displayed in the asset overview grouped unter "no facility" .

After clicking , you are asked to enter a reason why you want to decline the asset proposal.

  • Enter a reason for refusing the asset proposal in the Reason text field.
  • Confirm by clicking .



Asset Creation


The symmedia Hub allows Operators to create assets on their own and without the link to a Service Provider. It is possible to use internal Service Case Management for these Assets or purchase Edge Devices from symmedia and pair them to the assets to use connected features such as Remote Access or File Transfer. Furthermore, it is possible (with the support of the symmedia consulting team) to invite and onboard the Service Providers of these assets to the platform and request service for these assets. 

If you want to use these features with your asset or if you have questions, get in touch with us at https://symmedia.atlassian.net/servicedesk/customer/portal/1/group/1/create/15.


Assets that are created based on a proposal of a Service Provider are free of charge in the symmedia Hub for the Operator of the asset.

Assets that are created by the own tenant (not based on the proposal of a Service Provider) and that are not in the state DEACTIVATED are not free of charge. The license costs are according to your signed SaaS agreement that can be viewed by users with the tenant admin role at Settings → Company. 

If your tenant has not aligned billing information with symmedia, Assets that are created will be automatically set to DEACTIVATED and therefore free of charge. An activation of these Assets is only possible when billing informations are aligned (see also the following chapter "Deactivate Assets" for more information).

Required User Role: Workshop Manager


In order to to create an asset:

  • Click on the floating action button  /  on bottom right corner of the the Asset Overview page.

A side drawer opens where you can enter the details of the Asset to be created.

Step 1

  • Add an image of this asset by clicking on "BROWSE FILE" or  drag & drop the image in the respective area.
    After uploading the image, it can be edited by clicking on the  button.
    By clicking the  button, the image can be deleted.
    Asset name (optional): Give a customer name to the asset to help your colleagues easier identify the asset on the  shopfloor.
    Asset serial number (mandatory): The serial number of the asset.
    Model (optional): Model name of the asset.
    Technology (optional): Technology the asset uses.
    Brand (optional): Brand name of asset.
  • Create the asset by clicking .

A confirmation is displayed and the asset is now visible on the asset overview in the section "No Facility":

Step 2 (optional)

The confirmation of the created asset is displayed at the top of the second step.

You can now add the asset to a facility. It is possible

  • to select an existing facility from the dropdown list.
  • or create a new facility by just entering the name of the facility into the select field and clicking on Create "Facility".


It is not longer mandatory to assign a facility to an asset. If this step is skipped, the asset will be displayed in the asset overview grouped unter "no facility".

Step 3 (optional)

You can now add tags to an asset. Available entries are building, line and region.

It is possible

  • to select an existing tag from the respective dropdown list.
  • or create a new tag by just entering the name of the facility into the select field and clicking on Create "Tag".


  • Proceed via .

Step 4 (optional)

To use connected services you can assign an edge device to the asset.

The dropdown list only displays edge devices that have been provisioned for your tenant and that are not yet assigned to another asset.

  • You can search for an edge device by typing the name into the select field.
  • Assign the edge device by clicking the  button.



Assets Detail View


  • Click on an asset card to open the Asset Detail View:

The Asset Detail View shows the services cases, documents and applications modules in their own tabs.


Edit Asset

  • Click  / to edit the asset details.


Some fields can only be edited by the owner of the asset/machine (the tenant who is paying the license fee). Usually assets that were created by accepting an asset proposal of the Service Provider are owned by the Service Provider tenant thus not alle information can edited.

Fields that can only be edited by the owner of the machine are:

  • Serial Number
  • Model
  • Technology
  • Brand

Feature that is only available for the owner of the machine:

  • Assign Edge Device



Step 1

  • Add an image of this asset by clicking on "BROWSE FILE" or  drag & drop the image in the respective area.
    After uploading the image, it can be edited by clicking on the  button.
    By clicking the  button, the image can be deleted.
    Asset name (optional): Give a customer name to the asset to help your colleagues easier identify the asset on the  shopfloor.
    Asset serial number (mandatory): The serial number of the asset.
    Model (optional): Model name of the asset.
    Technology (optional): Technology the asset uses.
    Brand (optional): Brand name of asset.
  • Save changes by clicking .

A confirmation is displayed and the asset is now visible on the asset overview in the section "No Facility":

Step 2 (optional)

You can now add the asset to a facility. It is possible

  • to select an existing facility from the dropdown list.
  • or create a new facility by just entering the name of the facility into the select field and clicking on Create "Facility".


It is not longer mandatory to assign a facility to an asset. If this step is skipped, the asset will be displayed in the asset overview grouped unter "no facility".

Step 3 (optional)

You can now add tags to an asset. Available entries are building, line and region.

It is possible

  • to select an existing tag from the respective dropdown list.
  • or create a new tag by just entering the name of the facility into the select field and clicking on Create "Tag".


  • Proceed via.

Step 4 (only available if your tenant has created the asset and if no edge devices is assigned yet)


To use connected services you can assign an edge device to the asset.

The dropdown list only displays edge devices that have been provisioned for your tenant and that are not yet assigned to another asset.

  • You can search for an edge device by typing the name into the select field.
  • Assign the edge device by clicking the  button.

Service Contract Assignments

Service Contracts for the respective machines are displayed here. These are assigned and maintained by the Service Provider to his customer machines.

Service Contracts can also have an active Follow the Sun feature which allows service support by the Service Provider without regard to geographic location or current time.

Asset Status

The asset status tile on the Asset Detail Page shows if an asset is Active or Inactive. 

Deactivated assets are not licensed and it is not possible to create / edit Service Cases or install Applications.

 --

Deactivated assets are not visible on default, but Workshop Managers are able to display deactivated assets :

  • Click on the Show inactive assets-Button on the Asset Overview page:

Users without the Workshop Manager user role are not able to see this button nor deactivated assets.

Deactivate Assets

Assets are deactivated when the linked customer machine of the Service Provider is deleted and the service by the Service Provider ends.

Assets that are not under service by a Service Provider but only used internally, can be manually deactivated:

  • Navigate to the Asset Detail Page of the Asset that is to be deactivated.


  • Click on  on the Asset Status tile and click on .
  • Confirm the deactivation by clicking .

After confirmation, the Asset is deactivated and the Asset Status should be shown as "Deactivated".

Assets that are in the state DEACTIVATED can not be used for Connected Services (e.g pairing edge devices, remote access, installation of applications) or Service Case Management.

Re-Activate Assets


Active assets that are not under Service at a Service Provider (no customer machine linked) are NOT free or charge. Please check exhibit B of your companies SaaS agreement that usually has been signed while onboarding the tenant to the platform for details.

Deactivated Assets can be re-activated by users with the Workshop Manager user role.

  • Navigate to the Asset Overview and display deactivated assets by clicking on the Inactive button.

  • Select the deactivated asset that is to be re-activated.

  • Click on  on the Asset Status tile and click on Reactivate.

  • After confirmation, the asset is deactivated and the Asset Status should not be Active.