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Updating Site Equipment List in SME

Overview

                This Standard Operating Procedure (SOP) outlines the process for updating the site equipment list, ensuring the accuracy of information for FDC technicians and sales personnel. Timely updates are essential for efficient service dispatching and on-site sales meetings.

Service Updates:

  1. Responsibility:
    1. The Service Manager is responsible for verifying that the technicians have audited the equipment list on site during their daily ticket review by checking the Ticket History that should be attached to each service ticket.
    2. Service Coordinators are responsible for making all equipment updates and modifications in SME.
  2. Verification:
    1. Service Coordinators must double-check all equipment lists during the Ticket close-out process to ensure that information on the ticket is accurately updated in SME.
    2. Navigate to the site’s customer level from the Ticket Order Number by clicking on the “Company” name in the upper left-hand corner.
    3. Access the “Customer List” tab and proceed to “Equipment.”
  3. Modifications and Additions:
    1. To Modify: Click on the item requiring changes and update information in the text pop-up.
    2. To Add: Click “New” and input all necessary information in the text pop-up.
  4. Removal/Retirement:
    1. To Remove/Retire: Click on the item needing modification, select the “Status” drop-down, change it to “RETIRED”, and un-check the “Equipment Piece” box. Save the changes.

 Installation Updates:

  1. Responsibility:
    1. The Installation Administrator is responsible for processing equipment tags in project folders after a new installation.
    2. Add new equipment and retire/remove any old equipment.
  2. Modifications and Additions:
    1. To Modify: Click on the item requiring changes and update information in the text pop-up.
    2. To Add: Click “New” and input all necessary information in the text pop-up.
  3. Removal/Retirement:
    1. To Remove/Retire: Click on the item needing modification, select the “Status” drop-down, change it to “RETIRED”, and un-check the “Equipment Piece” box. Save the changes.

Conclusion:

This refined policy emphasizes the responsibilities of key personnel, provides clear steps for updating the equipment list, and ensures accuracy in SME. Regular adherence to these procedures is crucial for effective service operations and sales activities.

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