Minimum Version Required: 23.01
Pre-Conditions
Tier: RAS & RAS+
Asset has been picked and loaded on the truck.
Steps
How to 'Place' Assets on Encompass Mobile:
From My Day
Select Customer Event
Tap 'Assets' from the Navigation Menu
Tap the 'Place' tab
Select Asset by checking the empty circle to the left of the asset record
Tip: User can tap 'Select All' if there are multiple assets being placed
Tap 'Place Selected'
Note: User is redirected to the 'Edit Asset' screen where information can be updated. If no update is necessary, select the back arrow in the upper left.
Scan or enter the Asset ID
Add any additional information about the Asset
Tap the back arrow
Collect signature and tap 'Done'
Perform manual sync on the home screen
Print or email receipt
From the Home Screen
Tap the 'Customers' button on the home screen
Select the Customer
Tap 'Assets'
Select the 'Place' tab
Select Asset by checking the empty circle to the left of the asset record
Tip: User can tap 'Select All' if there are multiple assets being placed
Select the 'Place Selected'
Note: User is redirected to the 'Edit Asset' screen where information can be updated. If no update is necessary, select the back arrow in the upper left.
Scan or enter the Asset ID
Add any additional information about the Asset
Tap the back arrow
Collect signature and tap 'Done'
Perform manual sync on the home screen
Print or email receipt