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Search for a job card that is linked to a service / call-out on an asset

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over 10 months ago

Search for a job card linked to a service/call-out on an asset

  • Admin View:

    • Navigate to the “Assets” menu tab on the left-hand side in the admin view.

    • Click on the “Asset Register” button at the top menu tab to access the list of assets.

    • Find and select the desired asset by searching or browsing the list.

    • Click on the serial number of the asset to open its details.

    • Scroll down to the “Call-outs” section to view all linked call-outs associated with that asset.

    • The job card number linked to the call-out will be displayed in this section. Click on the job card number to navigate directly to the job card linked to the call-out.

  • Technician View:

    • Navigate to the “Assets” menu tab in the technician view.

    • Apply filters to locate the assets belonging to the desired lead or branch.

    • Scroll through the assets list and click on the “View” button next to the desired asset.

    • Scroll down to the “Call-outs” section within the asset details page to view all linked call-outs associated with that asset.

    • The job card number linked to the call-out will be displayed in this section. Click on the job card number to navigate directly to the job card linked to the call-out.

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