Minimum Version Required: 22.01
Pre-Conditions
Tier: RAS & RAS+
Assets are 'Put Away' in the correct bins at the Warehouse
Steps
How to 'Request' Assets on Encompass Mobile:
If the User is in My Day, follow the steps below:
Tap a Customer Event
Select '>' icon on the lower right corner (Phone mode only)
Tap Assets on the menu
Tap Request Asset
Select an Asset
Select the Quantity
Tap Request
Fill out questions accordingly
Select Assigned or corresponding status
Perform a manual sync
If the User is not selecting 'My Day', follow the steps below:
Tap Customers from the Home Screen of Encompass Mobile
Select a Customer
Tap Assets on the menu
Tap Request Asset
Select an Asset
Select the Quantity
Tap Request
Fill out questions accordingly
Select Assigned or corresponding status
Perform a manual sync
After manually syncing, the Asset Request is approved on the Asset Delivery Planner dashboard.