Physical assets, such as vehicles, mechanical plant or medical equipment, can be associated with a job. Assets are created in the CRM using a resource type of "asset."
To view the available assets on the Skedulo web app, go to the navigation menus and click on "Resources," then select the "Assets" from the options.
To create an asset resource, perform the following:
Using Salesforce Lightning, open the "App Launcher."
Select "Resources."
Click the "New" button (top right).
Enter a "Resource Name" for the asset.
For "Resource Type" select "Asset" from the drop-down menu.
Select the "Primary Region" from the options available.
"Save" the new resource.
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Schedulers can allocate assets via the scheduling console or the job details view.
In the job details view:
Show the available assets in the swimlanes by adding the resource type "Asset" filter in the filter bar.
Locate the asset that is to be associated with the job from the available resources list. Using a mouse, click on the blue "plus" button next to the asset's name to allocate it to the job.
The asset appears in the allocated resources panel.
Allocating an asset to a job in the job details view.
On the job page:
Show the available assets in the swimlanes by adding the resource type "Asset" filter in the filter bar.
Locate the asset that is to be associated with the job from the available resources list. Using a mouse, click on the blue "plus" button next to the asset's name to allocate it to the job.
Note
To see all assets, first, add the resource type filter called "Asset" to the filter bar.
Assets cannot be dispatched. Instead, they are linked to the job. They can be seen in the Skedulo mobile app, in the job's details.
From the scheduling console, locate the job that the asset is associated with, then drag and drop the job card into the resource's swimlane at the time required.
Show the available assets in the swimlanes by adding the resource type "Asset" filter in the filter bar.
Drag-and-drop the job card onto the swimlanes at the timeslot required. Both resources (person and asset) will be allocated at the same time.
The allocated resources are displayed on the job card.
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