This process should be followed every time that a new piece of equipment needs to be added. This will allow the Data Integrity team to track the progress, and also ensures the site is working with the most current template.
1. From your Site's SharePoint Site, under Documents, download the New Equipment Template spreadsheet.
If you do not see this template please contact FMS System Support and request it to be added.
2. Complete the Spreadsheet with the Equipment Details.
This video tells you how to complete the form: Master Equipment List
3. Go to the Self Service Portal to start a ticket off.
4. Choose the category "Request a Service."
5. In the next menu, select "Services"
6. Choose "eFactoryPro Equipment Creation Request" from the list.
7. Fill out the requested information:
- Requester Name. It will be populated by default.
- Target Date. Indicate the desired date to have the assets in the system.
- Site number. Type in the site requesting the addition.
- Asset Import Quantity. Indicate the count of assets to be added that are included in the New Equipment Template.
- Import Type. Select one of the options. (See definitions below)
- Attach the New Equipment Template.
- Click on "Add Request" when done.
Import Type options:
Add New Equipment. Select this option if there is brand new equipment to add to the system.
Transfer Equipment. Select this option if the equipment is coming from another site.
Update Existing Equipment. Select this option if the equipment already exists in the system and some of its information needs to be updated.
When you select the "Update Existing Equipment" option you DON'T need to attach the New Equipment Template spreadsheet. Just state in the Description what the new information needs to be.
When you select the "Transfer Equipment" option you should also indicate:
Site of Origin. This will be the site number the equipment is coming from.
Original Asset ID. This will be the asset number assigned and used in the site the equipment is coming from.
Equipment ID. Add this number if known, otherwise the Data Validation team will find and add it.
When requesting to add new equipment, attaching the New Equipment Template and filling out the requested information will help the Data Validation team speed up the process.
8. The Data Integrity Team will receive and validate the information, and get it to the Migration team to add the equipment to your site and close the ticket.
If additional information is needed, Data Integrity will reach out to the requester for feedback.
0 Comments
Add your comment