2. Servicing an Asset - Selecting Items, Using the Picklist, Delivering and Completing.

Servicing an Asset Work Flow

There are three phases to servicing or restocking the Assets on a Service job:

1. Evaluating the Items required to complete the Service.
2. Retrieving the required Items from your supply.
3. Delivering the required Items to the Asset and Marking them Complete.

Evaluating Assets

The first step is to evaluate each of the Assets on the Service, we'll go one by one through the Asset list, checking the contents of the Asset against our Item list and selecting the Items we need to add in order to service the Asset.

Selecting an Asset to Evaluate

From the starting screen of the Servicing Module, we'll locate the Asset we want to evaluate and use the 'Restock' button in order to open up the Asset Detail component.

Selecting an Asset will transform the left-hand side of the page into the 'Asset Details' component.
Here you will find some top level details about the Asset as well as the Item Selector.
The right-hand components will automatically navigate to the 'Selected Items' tab, which will show any Items already selected or delivered for the Asset.

Finding and Adding Items From the Selector

The Item Selector has two or three tabs (depending on if the Asset has a Kit Definition or not).
The first tab - 'Standard Items' contains a list of the Items that belong inside of that Asset as well as the Required Quantity.

Each Item has two buttons: '=Req' and '+1'.

  • Selecting +1 will add one to the Required Quantity for the Item in the 'Selected Items' list on the right-hand side.
  • Selecting '=Req' will set the Required Quantity in the 'Selected Items' list to be equal to the 'Req' in the Item List.

As an example, here's what happens in the Item List when we select '=Req' for the 'Heavy crepe bandage':

You'll see that we've now got an Item listed in the 'Selected Items' tab.

The Selected Items Tab

You'll notice in the previous step that there are three 'quantities' for each Item in the Selected Items list.
This is because the Restocker App is designed to have an 'evaluation' stage and a 'delivery' stage.

The Required Quantity shows the quantity of that Item that needs to be delivered to an Asset in order to complete it's Service.
The Remaining Quantity shows how many units still need to be delivered in order to meet the Required Quantity.
The Delivered Quantity shows the number of units that have actually been Delivered to the Asset. E.g. the number of units that have already been placed into a first-aid kit.

Editing a Quantity

There are a few ways to edit the quantities in the Selected Items list.

The Required quantity can also be modified by using the '=Req' or '+ 1' buttons in the Item Selector.
The Required and Delivered quantities can be directly edited by selecting the number in the list and entering the new value.

In order to remove an Item from the list, both the Required Quantity and Delivered Quantity must be '0'.

The last way to update a Quantity is by using the quick 'Deliver All' button.
Selecting this button will set the 'Delivered Quantity' to be equal to the 'Required Quantity', saving you from having to manually type a number in every time you deliver and Item.

The Remaining Quantity will automatically update whenever the Required or Delivered Quantities are updated.

Selecting the Next Asset to Evaluate

Once you've selected all of the Items that the Asset needs you have two options:

Option 1: Deliver the Items now.
If you've got the Items on hand, you can go through and Deliver the required Items now.
Once you've Delivered the Items for the Asset you can skip to the step Completing an Asset

Option 2: Evaluate all Assets before Delivering Items.
If you have a large number of Assets to evaluate, or you don't have the required inventory on hand, your next step will be to select the 'Return to List' button next to active Asset's name.

Doing so will take you back to the list of Assets for servicing.
Find the next Asset you need to evaluate and use the 'Restock' button to begin evaluating it.
Once you have evaluated all of the Assets on the list, proceed to the next step Retrieving the Required Items.

Retrieving the Required Items

Now that you've evaluated all of the Assets and put together a list of Required Items, we'll need to retrieve them from the van.

Luckily there's a helpful tool called the 'Picklist'.

The Picklist

Next to the 'Selected Items' is the 'Picklist' tab.
Selecting this tab will present a combined list of all of the Items and their Quantities across all Assets on the Service.

In the example screenshot you can see all of the different Items and the Total Quantity Remaining to be delivered. In this case the Wall Mount and Medium Leisure Kits require 3 'code 1020 bandages' each.
The Picklist has tallied them up to '6'.

As you go through your van grabbing the required inventory you can use the 'Picked' checkbox to help you keep track of your progress.

A word of warning: if you refresh your browser or modify the Required or Delivered items for an Asset, the status of the Picklist checkbox will reset.

Delivering and Completing Assets

Now that you've evaluated everything and collected your inventory, it's time to finish Delivering the Items and Completing the Assets.

Head back to your Asset and using the 'Restock' button in the 'Selected Assets for Service' list, open them back up.

Delivering Items

As mentioned in the Editing a Quantity section, there are two ways to set the Delivered Quantity for an Item.
The first is to use select the 'Delivered Quantity' and enter the number of Items that have been Delivered.

The other way to mark an Item as Delivered is to use the 'Deliver All' button. This button will set the Delivered Quantity to be the same as the Required Quantity, saving you from having to enter a number for each item.

Completing an Asset

Now that you've finished evaluating and Delivering Items for your Asset, it's time to 'Complete' it.

Selecting the 'Mark Complete' button will open up the 'Update Asset' modal, allowing you a chance to update and mark off any details about the Asset you've just serviced.

Each type of Asset will have their own 'Update' modal. This is because some Assets like first-aid kits are simple, and don't require a lot of information about their servicing. Other Assets such as AEDs are complex and will have additional details that need to be filled out.
For example here is an AED's Update modal.

You can see some familiar details such as the name, Account, Site (Restocking Address) and fields like Site Location and Serial Number.
For an AED there are also additional fields in a box below the standard ones. These fields are used to track when different elements of the AED were last serviced as well as the expiry dates of the different components.

If we had replaced the Battery and the Child Pads of this AED during its Service, we would tick both the 'Battery Replaced' and 'Child Pads Replaced' boxes like so.

Some new fields have appeared allowing us to enter the details of the new Battery and Pads.
If a Battery has been replaced you'll need to give the Batch Number and either an Expiration or Manufacture/Install Date. Pads will need their Batch Number and their Expiration Dates as well.

Device Ready and Prep Pack are fields used by some St John regions to indicate if an Asset is available for the customer to use and may not be relevant to your work.

Now that you've filled in all of the new information for the Asset, you can select 'Submit' to mark the Asset as 'Complete'.
Once you have done so you can move on to the next Asset in your list until you're ready to finish your Service.