Schedule a visit to the customer site
Schedule a visit of the DaaS provider representative to the customer location.
Before you begin
Role required: sn_daas_ham.daas_asset_manager or inventory_user
- Install the Hardware Asset Management for DaaS application from ServiceNow Store.
- Install the Hardware Asset Management application from ServiceNow Store.
Procedure
Navigate to Workspaces > Hardware Asset Workspace.
Select the DaaS provider view.
Select the RMA orders tab.
Select an RMA order number.
Select the RMA response order lines tab.
Select the asset task number with the Task type as Schedule.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | Unique number for the Schedule task. |
| Asset order line | The RMA response order line number associated with this task. |
| Due date | Estimated date of completing this task. |
| Scheduled date | The scheduled date for the DaaS provider representative to visit the customer's location. |
| Task name | Name of the current task.This field is automatically set to `Schedule`. |
| State | Status of the Schedule task.This field is automatically set to `Open`. |
| Assignment group | The assignment group for the individual who is responsible for working on the Schedule task. |
| Assigned to | The individual responsible for working on the Schedule task. |
| Asset | The asset that is selected while creating an RMA response order line.For more information, see Create an RMA response order line. |
| Short description | Brief description of the task. |
| Description | Detailed description of the task. |
| Work notes | Notes about the task that are visible to all users within your organization. |
- Select Close Task.
Result
- After the Schedule task is completed and you refresh the list, a task is created displaying a unique asset task number with the task type as Evaluate RMA asset.
- The State field of the Schedule task is set to Closed Complete.
- The Stage field of the Inbound asset order line is set to Evaluation.