When an asset or part requisition or consignment is submitted in FieldEx, it goes through a structured approval and fulfillment process to ensure accountability and traceability.
Here’s How it Works
1. Request Submitted
A technician, project lead, or field user submits a request for an asset or part. This could be for an upcoming job, site stocking, or equipment replacement. The request will remain in a Pending Approval state until reviewed.
2. Supervisor/Planner Approval
A designated approver that is usually a supervisor or planner receives the request for review.
The approver can either Approve or Reject the request
If rejected, the requester will be notified with a reason (if provided)
If approved, the request proceeds to the next step.
3. Initiate Transfer (By Approver)
After approving the request, the approver will see the "Initiate Transfer" button.
Clicking this action starts the official transfer process.
The system updates the bin/location of the asset to the assigned Bin
Once the transfer has been initiated, the requestor can approve the transfer request on their end to confirm that the items have been successfully received
Tip: Only users with the approval configured in the FieldEx setup will be able to approve and initiate transfers. This ensures control over asset movement across the organization. |