Build your device repair intake.

How to build your device repair intake

1. 1

   Describe the job

   Keep device faults, technician assignments and loan equipment linked to the repair.

2. 2

   Review the first version

   Choose how the service desk coordinator records the asset serial and how the it technician reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your device repair intake

• Keep the asset serial in context

  Keep asset serial, reported issue, assigned technician, loan device, work status and return together so the next person can understand the request or record.

• When the next step needs a decision

  A laptop is sent for repair and a loan device is issued. Keep the two serials and custody records distinct until both handovers are confirmed.

• Keep return visible

  Record the return condition and any unresolved fault before closing the repair.

• Choose what each person needs

  Give the service desk coordinator a working view and the it technician a review view. Keep asset serial and reported issue attached to the decision as the work moves between them.