When creating a case or reviewing your assets, you may notice an asset is assigned to the wrong dealer location or wrong customer.
If it's a local asset assigned to your dealer location, you can freely transfer it from your location to a customer in your system.
If it's a fleet asset assigned to a fleet location, you can request the asset be released from the fleet so you can freely transfer it - or - if you're a service advisor/service manager/general manager, you can change ownership of the fleet yourself.
Follow the steps below depending on the type of asset you want to transfer and your permissions.
You'll be able to tell if the asset is local or fleet based on if there's a truck icon or ASIST logo next to the asset name when you search for an asset.
Local Assets
As a service provider, you can freely transfer local assets assigned to your dealer location to a customer in your system.
To transfer a local asset:
- From the Portal, click Search on the top right menu bar.
- Under the Asset section, select SERIAL, UNIT, or VIN from the dropdown menu.
- Enter the number in the search field.
- Click SEARCH.
- From the search results, click the Edit Asset link to the right of the desired asset.
- On the Edit Asset page, click TRANSFER ASSET on the top right.
- On the Transfer Asset page, select NAME or NUMBER from the dropdown, then enter the new customer name or number in the field.
- Click SEARCH.
- Verify that what you have entered is displaying correctly, then click TRANSFER to the left of the desired customer.
- Click OK on the modal to transfer the asset.
A green checkmark and banner will appear letting you know the asset was transferred successfully.
Fleet Assets
Fleet assets are assets assigned to a fleet location. They were entered into the system by the fleet.
Service advisors, service managers, and general managers can change ownership of a fleet asset from the fleet to a local customer if and only if the Change Ownership feature is enabled.
If you do not have access to this feature, you can request the asset be released from the fleet so you can freely transfer it.
Request an Asset Release
If you're not a service advisor, service manager, or general manager, you need to request either the Decisiv Support team or the fleet to release ownership of the asset, so you can transfer it to a local customer within your location.
To request an asset be released from a fleet:
- From within your location, search for your asset on the Search page.
- From the search results, click the Edit Asset link under the ACTIONS column of the desired asset.
- On the Edit Asset page, click CONTACT FLEET on the top right.
- On the Contact Asset Owner page, enter a REASON that best fits the request:
- Asset does not belong to your fleet
- Asset details are incorrect
- Other Reason (please explain)
- Enter a DESCRIPTION for the request, then click Send Contact Email.
- The Decisiv Support team and the fleet will receive a copy of the request. Either group will complete the request and send a confirmation email like the one below:
- Once the confirmation email is received, go to the Edit Asset page and find the asset that was released. At the top of the Edit Asset page, a blue banner message displays letting the user know that the asset was released from fleet.
- Click the TRANSFER ASSET button on the top right.
- On the Transfer Asset page, select NAME or NUMBER from the dropdown menu, enter the name or number in the search field, then click SEARCH.
- Click TRANSFER next to the desired customer in the results.
- Click OK on the popup modal to transfer the asset.
A green checkmark banner will appear letting the user know that the asset was transferred successfully.
Change Ownership
If you're a service advisor, service manager, or general manager, you might have access to a CHANGE OWNERSHIP button for fleet assets.
We're still working on this feature, so if you follow the instructions below and don't see it, you can always request an asset release in order to change ownership of the fleet asset.
See above: Request an Asset Release
You can only change ownership of a fleet asset to a local customer. If necessary, create the local customer first before changing ownership. Any cases currently open and assigned to that asset remain open after the transfer.
To change ownership of a fleet asset:
- From within your location, search for your asset on the Search page.
- From the search results, click the Edit Asset link under the ACTIONS column of the desired asset.
- On the Edit Asset page, click CHANGE OWNERSHIP.
- On the confirmation window that displays, click OK.
- From the Transfer Asset page, use the dropdown options and text field to search for the customer you want to transfer the asset to.
- When you find them, click the Transfer button to the left of that customer.
- Click OK again to confirm.
If the transfer is successful, a success message will appear at the top of the Edit Asset page. If you don't see a success message, the connection may have interrupted during the transfer. Search for the asset and perform the transfer again if needed.
After you change ownership of the asset:
- New cases created for the asset will have the new customer listed.
- Immature cases will be closed and replaced with a new case with the new customer listed.
- Mature cases will remain open and not change.
To view cases currently open on that asset, select the In-Progress Cases tab on the Edit Asset page.
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