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Executing an asset request

Gear icon that leads to the configure request type step, where the requirement settings are configured.
Curved arrow icon that leads to the issue request step, where the user starts the order process.
Circle icon with an opening at the top that leads to the Track request step, where the user can monitor the status of a request.
Checkmark icon that leads to the execute request step, where the request is processed.
Check mark icon that leads to the finish request step, where the request is finished.

Prerequisites

  • SoftExpert Asset as part of the solutions acquired by your organization.
  • User defined as responsible for executing the request.
  • Previously issued asset request.

 

Introduction

Once an asset request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:

SoftExpert Asset

Object type Operation Request execution
Asset Revision The Revision request execution task will be sent to the responsible party for them to revise the requested asset.
Purchase The Purchase request execution task will be sent to the responsible party for them to record the requested asset purchase.

 

Executing a revision request

1. Access the My tasks > Asset > Revision request execution menu.

2. Select the asset revision request task you wish to execute.

3. Click on the Confirm icon toolbar button.

4. Click on OK when the system asks whether you wish to create a new revision for the asset.

5. On the asset data screen that will open, access the Revision section.

6. After making the desired changes, save the record.

User following the steps described above to execute the request execution of an output event.

 

Executing a purchase request

1. Access the My tasks > Asset > Purchase request execution menu.

2. Select the asset purchase request task you wish to execute.

3. Expand the Confirm icon button and choose whether you wish to create an asset from scratch or from a template.

If the option of creating from a template is selected, the system will display the template defined when the purchase request was issued.

 

4. Click here and use the instructions in the article that will open to create the asset.

User following the steps described above to execute an interview task in SoftExpert Suite.

 

Conclusion

Once the execution is completed, the next step is to close the request.


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