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Moving a Serialized Unit to the Repair Shop

You should create a work order task to manage the repair process. If work orders require approval at your site, creating the work order task allows the repair to be planned and approved.

After a serialized component is removed (uninstalled) for repair, you can use the Move to Repair Shop method to change the asset status and create a work order task for the repair.

For example, your default status for components after removal might be “Awaiting Repair Action.” When you use the Move to Repair Shop method, the status is changed to the status that matches the inventory status “Repair On Site”.

If you are using an external repair process for the failed unit, the repair work order will include a purchase demand for the repair. The status will be updated to “Repair Off Site” when the unit is shipped to the repair supplier.

You can move serialized inventory units to the repair shop if they have the following statuses:

•	For units linked to assets

•	Awaiting installation

•	Awaiting repair action

•	Awaiting restock

•	For units not linked to assets

•	Awaiting repair action

•	Awaiting restock

•

Working

This topic explains how to move a serialized unit to the repair shop from the Warehouse.

To Move a Unit to the Repair Shop

1.	In the Site window, select the Resource Management view and then the Inventory tab.

2.	Select the Warehouses tab and then select the warehouse in which the resource is stocked, in the table on the left side. The list of stocked resources is shown in the table on the right.

Tip: You can also move a component asset to the repair shop from the hierarchy. Select the Assets view, expand the hierarchy until you see the serialized component asset (usually in the temporary holding area), and then right-click and select Move to Repair Shop. Skip to step 7.

3.	Double-click to open the serialized resource which you are repairing. The Warehouse Item window appears.

4.	On the Properties view, select the Units tab.

5.	For units not linked to assets, you may want to first set the status to “Awaiting Repair Action”. To do this, right-click the unit you want to send for repair (current status is “Working”) and select Set to Awaiting Repair Action. The status is changed to “Awaiting Repair Action.”

6.	Right-click the unit to be repaired and select Move to Repair Shop. The Move Asset To Repair Shop dialog appears.

7.	If a repair task already exists, it is displayed in the dialog. Click OK to update the unit’s status.

Note: When repairing a unit not linked to an asset internally, there is no visibility of the repair work order from the unit. Therefore, the repair work order will not appear on the Move to Repair Shop dialog. If you need to have visibility of repair work orders for internal repairs, you will need to link the units to assets.

8.	If a repair task does not exist, select one of the following options:

•	Do not create a work order to repair the asset at this time.

The swap is completed. No repair work order is created.

•	Yes, please create a work order to repair the asset internally.

Select how you want to create the work order in the next step.

•	Yes, please create a work order to repair the asset externally.

Select how you want to create the work order in the next step. For external repairs, the system adds a material requirement for the repair purchase demand to the new work order.

•	Yes, please create a work request to request the repair of this asset.

The work request is created when the dialog is closed. Complete the work request as necessary.

9.	If you have selected to create a repair work order, you can base it on an existing standard job or standard task or you can create it from scratch:

•	Based on a standard job: Select the standard job on which you want to base the repair work order. Click Browse to search for the job.

•	Based on a standard task: Select the standard task on which you want to base the repair work order. Click Browse to search for the task.

•	From scratch: Select this option to create new work order that is not based on a template. Enter a Title and Work type for the new work order.

Note: For units not linked to assets, usually you will set the asset to work on to be the maintainable asset where the unit was working.

10.	Click OK. The system creates the work order or work request, and updates the status of the unit.