Asset hierarchy and location on work order enhancements

Enabled for	Public preview	Early access	General availability
Users, automatically	-	Aug 3, 2020	Oct 2, 2020

Business value

Both assets and locations can be complex and have hierarchical models. Understanding the hierarchy of an asset or a location such as a large office building or campus site helps technicians find the asset quickly and easily onsite. This feature provides an enhanced authoring experience for creating hierarchical models and a location identification feature on work orders that allows dispatchers and service managers to pinpoint the location of an asset within a physical space so a technician can deliver faster and more efficient service.

Feature details

With this feature you can model your customers’ physical spaces. You can build a location hierarchy and link your assets to a functional location. For example, you can model a physical space with a hierarchy that includes campus, buildings, floors, rooms, and common areas, as well as link assets to the related functional location. When creating work orders, you can select a functional location so your technicians can quickly check the asset's location. Admins will be able to build location hierarchies with intuitive tools.

Before this release, you had to create different service accounts for assets to differentiate between locations when dealing with large customer sites. This feature adds necessary flexibility when dealing with large customer sites, such as campuses, manufacturing facilities, and farms. Now, you can use a single service account but store the location of your assets through the functional location hierarchy. You can also add location data to any work order independent of an asset. It also opens up a more natural way to deal with equipment that moves between areas within a large site, such as mobile equipment like tractors and projectors.