Technician Asset Booking

Technician Asset Booking   

Technicians can also book assets for themselves using the +New button in the booking list view and filling up the booking details. For technicians who do not have access to the Assets module, they can book assets using New Booking under the Quick Actions menu.

Note: Technicians need Access Asset Booking permission under roles to view the asset bookings section under Assets tab.

Technicians can be associated with multiple sites. However, they will only be able to book assets that belong to the site associated with their assigned department.

Manage Asset Bookings   

SDAdmins and Technicians can view the asset bookings made by users from the bookings list view. Technicians need Access Asset Bookings permission to view and perform the below-mentioned actions in Asset Booking.

 

View Bookings  

To view details of a booking,
Click on the booking from the list view.

 

The booking details page opens.

From the details page, technicians can perform the following actions:

 

Reschedule

In case of the booked user's request to reschedule the booking or due to other exigencies, technicians can reschedule the booking using the Reschedule option.

Email Users

Technicians can also reach out to the users via email to remind users to collect the assets or get any additional details or communicate any information to the end users.

Cancel Booking

In case of the booked user's request to cancel a booking or other exigencies, technicians can also cancel the booking.

Associate Assets

Technicians can associate the relevant assets mentioned in the booking from the booking details page.

To associate relevant assets,

Click on the edit icon against the assets in a booking.

Use the filter to list Matching Assets or Other Assets and select the relevant assets and click Associate. You can also use the Scan from barcode option to associate an asset by scanning its barcode.

Mark as Ready for Pickup

When the assets are ready for dispatch, technicians can use this option and mark a booking as ready for pickup. Additionaly, they can also notify the end users on the same by enabling the Notify users when the booking is under ready for pickup notification. This is an optional action.

Loan 

Once the asset is handed over to the user, technicians can mark the booking as loaned. A loan record will be created once the technician marks the booking as loaned. The loan record will have the respective booking ID associated with it.

Note: In the case of multiple assets in a single booking, the technicians can select a particular asset and perform the above-mentioned operations. They can also view the history of that particular asset booking. Email Users and Reschedule actions can only be used on the entire booking and not on individual assets.

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