Although you must go through the Help Desk and Data Integrity to get Equipment added to your site, you do have the ability to add a Sub-Location to your site. You must have Supervisor permissions or above to perform this task.
Roles with Access to this functionality are: Supervisor, Supervisor UK, Services Support, Services Supervisor, Admin, IT Apps Support and IT Opps Support.
1. From the Navigation Pane of the Work Module, click the Control Center.
2. Click the Sub-Locations option.
3. The default view will be to Add a new sublocation.
4. Enter the name for your Sub-Location.
5. The Operating Status defaults to Active. Leave it that way unless you aren't going to use the Sub-Location right away.
6. Under Ownership and Assignment, select the Default Team from the drop-down menu.
7. Click the green check mark in the upper right corner to save. User will get a confirmation pop-up that it was created successfully.
You will need Client access to do the following process.
In the CLIENT, the system will create a Sub-Location with:
A system generated Equipment ID (You will use this Equipment ID to move Equipment into the Sub-Location)
A Model (your four-digit site number followed by the Sub-Location Name)
Asset ID (your Sub-Location Name)
Serial # = Unknown
Operating Status = Up
Criticality = 5
Production Schedule = PSNONE
Place ID Owned by: Default to user's Portal Place ID
Located At - Default to user's Portal Place ID
Default Team - Whatever was chosen during input. Should be - 'Site Number' - ATS (i.e. 0493-ATS), but other options can be chosen as well.
Equipment Group - Sub-Location
Parent Sub-Location - default value to none or 'null'
8. To confirm that the record exists in the CLIENT, go to Service > Equipment.
9. Expand the red chevron in the search field.
10. Click on the Groupings tab.
11. In the Group field, choose Sub-Location from the drop-down menu.
12. Click on the General tab.
13. In the Asset ID field, enter the name of the Sub-Location you just created.
14. In the Located At field, enter your ST number for your site.
15. Click the green magnifying glass.
16. The Record will load for you to confirm your data.
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