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Equipment asset management overview
Overview
Equipment asset management uses the Equipment record to store names, serial numbers, specifications, accounts, locations, and service history. It also supports component hierarchies, loans, transfers, asset history, and equipment codes. Use it for customer-owned equipment, company prototypes, demonstration equipment, and rental equipment.
Equipment asset management is not the work order process itself. Equipment files can be maintained independently; service scenarios such as scanning QR codes for repairs, installation, inspections, repairs and maintenance need to be used in conjunction with the work order capability of Service Pass.
Applicable scenarios
| Scenarios | Device ownership or usage | Common management points |
|---|---|---|
| Equipment sold | Customer owned | Installation, repair, maintenance and service history |
| Prototype | Owned by the company, used for display or sales promotion | On and off shelves, transferred, borrowed, returned and resold |
| Sales assistance equipment | Enterprises place it in stores or hospitals | Put it in for recycling, install and disassemble machines, take inventory, inspect and report for repairs |
| Rental equipment | Enterprise leasing to customers | Equipment replacement, repair, inspection, repair, maintenance and remote start and stop |
Capabilities and dependencies
| Capabilities | Main functions | Key conditions or limitations |
|---|---|---|
| Equipment ledger | Automatically create equipment files after manual, import, external integration or delivery | Associated products are required; automatic creation requires enabling the corresponding settings first |
| Equipment asset BOM (OBOM) | Maintain a hierarchy of root equipment, child equipment, and products | Enable it separately; you cannot disable it after activation |
| Asset tracking | Manage the loan, extension, return, and transfer of company-owned assets | Only Owned Asset equipment with a Borrowable status can be loaned |
| Equipment asset history | Record generation, maintenance, recycling, deactivation, activation and other events by time | Automatically initialize when device capabilities are enabled, no need to turn them on again |
| Equipment code | Scan the code to view the device, associate the device or initiate a fault report | The generation and identification logic of QR code, live code and barcode are different |
| IoT integration | Display running status and support fault warning | Corresponding plug-ins need to be purchased separately |
Core concepts
- Equipment (API Name:
DeviceObj) is the main object of the asset ledger, with preset Associated Product and Associated Serial Number fields. - Product is used to maintain common data such as model number; when creating a new device, the product must be associated.
- Serial Number is used to record the unique serial information of a single device. After serial number management is enabled for a product, the device can be associated with a serial number.
- Equipment Asset BOM (API Name:
DeviceComponentsObj) records the hierarchical relationship between equipment and components. - Equipment Asset History (API Name:
DeviceLifeCycleObj) records device life cycle events.
Typical business link
- The administrator enables device asset management according to the purchased version and configures the required basic switches.
- The asset administrator manually creates, imports, or synchronizes the device through an external system; the device can also be automatically generated after the delivery process.
- For component-level management, an administrator enables OBOM. Business users then maintain child equipment or products from equipment details.
- For enterprise-owned equipment, enable asset tracking to handle borrowing, extension, return or transfer; when the approval flow is configured, approval is used as the effective point for automatic field updates.
- The system generates equipment asset history based on preset events. Enterprises can also write other historical events through custom event types and functions.
- When you need to scan a code, select the corresponding QR code, live code or barcode solution based on whether the device already has a label, whether the label contains a link, and whether the device needs to be bound later.
Use boundaries
- The activation entrances for the Service Pass Professional Edition and the separately purchased asset management module are different, but the basic objects initialized after activation are the same.
- Automatically generate device assets, Work orders support multiple devices, and Work orders update device location are independent settings and should not be considered the default behavior when device management is enabled.
- Equipment asset history will only be automatically generated when the defined trigger conditions are met; other business changes will not automatically enter the history unless a custom event is configured.
- End users need to enable the end user service pass and configure object and data permissions by scanning the QR code to query the device. The QR code can directly jump to the device details; the barcode only provides code text, and the device needs to be logically located through query or field scanning.