Before Starting: Ensure your entity has the Infraspeak Network™ activated and that you have connected your entity with your clients.
Now
There are currently three ways in which an asset can be shared with your Network suppliers:
- Through Asset Sharing Rules;
- By sharing a Work Order with your Supplier;
- By sharing a Planned Job with your Supplier.
When you share a Work Order or Planned Job with your Supplier, the buildings, locations and equipment associated with it will be shared as well. This can be seen during the act of sharing in the following screens:
By setting Asset Sharing Rules, you are able to automate this process and make sure that current and future assets can always be shared between you and your Supplier, up to your preferences. Continue through this tutorial to find out how.
Set Asset Sharing Rules to share assets with your Supplier
1. Head over to Network on the Infraspeak sidebar
2. Scroll down and select the Supplier you want to share assets with automatically
3. Under Shared items, click Buildings and Assets to open a drop-down menu, then press Click to add under Asset sharing rules to proceed
4. In this menu, you will see three rules you can set for asset sharing: for buildings, locations and equipment types. This is concatenated, meaning, the rules you set for buildings will impact locations, and the ones you set for locations, will impact equipment types.
5. In the example below, by choosing Specific Buildings and picking the one I wanted to narrow down this automation to, I could then only pick specific locations from Infraspeak HQ and equipment types from the Champions Room.
6. After you’ve completed your selection of specific buildings, locations and equipment types, look to the footer of this screen. You can cancel the progress you’ve made so far, or you can press Create rule and share so that you can now automatically share assets with your client.
Done! If you have any questions, please contact your Customer Success Manager! They’re here to help.