Operator - Create and Edit Assets

There are two different ways to create assets:

Based on a Proposal of a Service Provider
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 Manger" 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 unter "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 informations are aligned (see also the following chapter "Deactivate Assets" for more information).

For details see: Licenses

Required User Role: Workshop Manager

In order to to create an asset: Go to the Asset Overview Page 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. The Model name is shown on the Asset Card in the Asset overview 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". All users with a "Machine Operator" or "Workshop Manger" 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 unter "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.
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.

Edit Asset

Click on an asset card on the Asset Overview page to open the Asset Detail View.
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 be edited.

Fields that can only be edited by the tenant that licensed of the Machine/Asset are:

Serial Number
Model
Technology
Brand

Feature that is only available for tenant who licensed the Machine/Asset is:

Assign Edge Device

In the edit mode it is possible to switch from one step to another by clicking on the headline of the step. 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". Save and proceed via.
Step 4 (only available if the Asset is licensed by your tenant 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.