How To: Link Assets in a Service Request

This article details the process for linking an asset to a Service Request in TreePlotter™.

Prerequisites:

• Tutorial: Service Requests
• Tutorial: Advanced Filter
• How To: Create a Service Request

Steps to link an Asset:

1. After creating a new Service Request, navigate to the Link Assets Tab
2. Select the ‘LINK’ button and choose a method.
   • Point and Multi-Point – allow users to link an individual asset(s)
   • Advanced Filter – allows users to link pre-filtered assets
   • Polygon – allows users to lasso a group of assets based on their location
   • ID – allows users to link assets based on their Primary ID
3. Press the ‘SELECT’ button to link the asset to the Service Request.

Viewing, Editing, and Updating a Linked Asset:

1. Use the crosshair icon to zoom to the linked asset on the map
2. The Form/Magnifying Glass icon will open the Details Form of the asset
3. Press the ‘Inspect’ button to open the assets inspection form
4. If an asset needs to be removed from a Service Request
   • Select the checkbox to the left of the asset
   • Press the ‘UNLINK SELECTED’ button under the Service Request tabs to remove the linked asset

Known Limitations:

• The Linked Asset table is not editable
  • To edit the details of an asset open the Details Form (see Step 2 from section Viewing, Editing, and Updating a Linked Asset)

Potential Next Steps:

• How To: Add a Work Order from the Service Request Form