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Swapping a Serialized Inventory Unit on a Work Order

Once you have planned a work order to replace a failed serialized inventory unit, you can issue the replacement unit to the work order. After the new unit has been issued, you can complete the component swap.

Note: This step does not apply to serialized units that are not linked to assets.

To Swap Serialized Inventory Units

1.	For units linked to assets, record the component swap information on the work order. On the open work order, select the Component Activity tab.

2.	In the table on this tab, there will be an item called Remove and Install. Double-click on this item to open it. The Asset Status dialog appears.

3.	Review the information on the Remove and Install tabs to ensure that they are correct.

Ensure that the New Status boxes are filled in correctly. These are the statuses that the components will have after the swap is completed. Typically, the new status of the removed (failed) component will be ‘Awaiting Repair Action’ or ‘Repair on site’, and the status of the replacement component will be ‘Working’.

4.	If installing the new component means the beginning of a new asset life, on the Install tab select the Start of a new asset life option.

5.	If the asset will start a new life, you may also change the manufacturer information for the asset. You can do this on the Manufacturer Info tab.

6.	When the information on the Asset Status dialog is correct, click the Swap Now button. The Swap Component dialog appears.

Note: If the Swap Now button is unavailable, check the current status of the unit being installed. If the status is “Spare”, you will not be able to complete the swap. The unit must have an “Awaiting Installation” status in order to be installed. If this is the case, double-check that the correct unit was issued to the work order.

7.	On the Swap Component dialog, select the Repair Task Info tab. On this tab, you can decide what to do with the failed component.

If the repair process has been automated for this resource, the system may have already created a work order to repair the failed unit. If the repair work order already exists, click OK on the dialog. Skip to step 10.

8.	If a repair work order does not yet exist, you can create one now. The failed component can be repaired using the on-site or off-site repair process. 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.

Note: If you close the work order without using the Swap Now method, the system will swap the components/units, but will not give you the option of creating a repair work order or work request. However, you may still create a repair work order at a later time.

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.

10.	Click OK. The system completes the swap, and if selected, creates a new work order or work request.