Operator - Create and Edit Assets

Operator - Create and Edit Assets

There are two different ways to create assets: 

  1. Based on a Proposal of a Service Provider

  2. Created by clicking the "Create"-Button

Required User Role for creation and editing processes: Workshop Manager

Create Asset based on an Asset Proposal of a Service Provider

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.

License subscription: 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.

For details see: Licenses

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.

In step 2 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".

  • All users with a "Machine Operator" or "Workshop Manager" role (or comparable) assigned that have Scope on the selected facility, will get access to this Asset. 

 

 

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 under "no facility".

If the current user has no scope on the selected facility or scope on the whole tenant, he will not have access on the created asset after closing the creation dialogue. An admin of the own tenant needs to be consulted in that case.

In step 3 Asset Tags can be added to the asset. tags can be used for sorting and filtering of the Asset Overview page.

 

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 information are aligned (see also the following chapter "Deactivate Assets" for more information).

For details see: Licenses

Required User Role: Workshop Manager