Staging
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      1. Texada Knowledge Base
      2. Rental: Texada Mobile
      3. Staging

      Asset Staging

      How to perform asset staging in Texada’s rental suite.

      In This Article

      Introduction

      The following article details how to manage Reservations and perform Asset staging in Texada SRM, Web, and Mobile. 

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      About Reservations

      In Texada’s rental suite, a Reservation is a pre-Contract document that allows an equipment salesperson to estimate the cost of a potential Contract and reserve equipment. Once the client has provided their approval, a Reservation can be converted into a Contract.

      Because it is not always possible to know which specific Product will be available when a Contract begins, Reservations are often created at the Group level. For example, a client might reserve a 2002-series air compressor for a Contract beginning in six months. Once the six months have passed and the Contract begins, a specific Product – for example, the air compressor with the Product number 2002-17 – will be sent to the client.

      Reservations are created in Texada SRM, and can be reviewed and assigned to yard workers via the Reservation List page in Texada Web.

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      About Asset Staging

      Asset staging is the process of selecting which Assets will be sent out on Reservations once they are converted to Contracts, and inspecting said Assets to ensure they are in good condition before the rental period begins. 

      Asset staging allows yard workers to close the gap between Group-level Reservations and Product-level Contracts by physically inspecting available Products and selecting which one will be sent out. 

      Asset staging can be performed via the Staging tool in Texada Mobile. 

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      How to Create a Reservation and Perform Asset Staging

      The complete process of creating a Reservation and performing Asset staging in Texada rental is as follows:

      1. Create Reservation (Texada SRM)
        When a client first approaches you with the intent to rent equipment, your counter operator can use the Reservations utility in Texada SRM to capture the details of the Reservation, including client information, the intended contract period, and the equipment to be sent out on the Contract (at the Group level).
      2. Assign Asset Staging to Yard Worker (Texada Web)
        Using the Reservation List page in Texada Web, the counter operator can now assign the Reservation to a yard worker for Asset staging. 
      3. Perform Asset Staging (Texada Mobile)
        Having been assigned the Reservation, the yard worker can now use the Staging tool in Texada Mobile to perform Asset staging. This involves selecting which specific Product will be sent out for each of the Group-level holds on the Reservation, and inspecting said Products to ensure they are ready to go out on Contract.
      4. Monitor Asset Staging (Texada Web)
        As your yard workers perform Asset staging, counter operators can monitor their progress via the Reservation List page. This includes checking completed inspection forms and reviewing Products flagged as unfulfillable.
      5. Convert Reservation to Contract (Texada SRM)
        Once a Reservation has been finalized, it can be converted to a Contract using the Reservations utility in Texada SRM.

      The following sections provide more information on the tools referenced in the process above.

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      Texada SRM

      Permissions

      Access to the Asset Staging module is controlled via the Security Roles module in Texada SRM. To enable or disable a role’s access to the Asset Staging module, follow the steps below.

      1. Log in to Texada SRM and navigate to System Maintenance → Configure System Settings → Security → Security Roles.
      2. Click the three horizontal dots under “Permissions” for the security role you’d like to edit. This will open the Security Role Permissions window.
      3. Select “Texada Web/ Rental Logic”.
      4. Locate “Reservation Staging” in the list of permissions, then check or uncheck it as desired.
      5. Click “OK”, then “OK”, then “Accept” to save your changes.

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      Reservations

      Reservations can be created, edited, and converted into Contracts using the Reservations utility in Texada SRM, accessible at Counter → Reservations → Reservations.

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      Reservation Inspection Forms

      Inspections are an important part of the Asset staging process, as they allow yard workers to confirm that the equipment they select is in suitable condition to go out on Contract.

      Inspection Forms can be managed via the Maintain Inspection Forms utility in Texada SRM, accessible at System Maintenance → Configure System Settings → Operations → Inspection Forms. Once created, inspection forms can be associated with Product Groups using the Equipment Groups utility.

      In order for an inspection form to appear during the Asset staging process, it must have a type of “RESERVATION”. To edit an inspection form’s type, follow the steps below.

      1. Log in to Texada SRM and access the Maintain Inspection Forms utility at System Maintenance → Configure System Settings → Operations → Inspection Forms. 
      2. Enter the Form Id of the inspection form you’d like to edit and press Enter. 
      3. Click the three dots next to “Form Type” to open the Inspection Field Types window.
      4. Select “RESERVATION”. Other types can be selected as well.
      5. Click “OK”, then “Accept” to save the inspection form.
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      Texada Web

      The Dashboard Calendar

      The Dashboard Calendar in Texada Web can be used to track the status of Reservations. To access this page, select Dashboard → Calendar from the left navigation menu.

      Reservations are colored green on the calendar, and will be filled in based on their current status:

      • Outlined / No Fill: Unassigned or Assigned
      • Striped Fill: In Progress
      • Solid Fill: Staged
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      The Reservation List

      The Reservations List page in Texada Web lists the Reservations that currently exist in the system, and allows you to change the User assigned to each Reservation. To reach this page, log in to Texada Web and select Bookings → Reservations from the left navigation menu.

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      Texada Mobile

      The process of staging Assets in Texada Mobile is outlined below. In order to see and perform Asset staging on a Reservation, you must first be assigned that Reservation via the Reservation List page in Texada Web.

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      Step 1: The Staging Screen

      To access the Staging tool in Texada Mobile, log in to the application and tap the Staging icon at the bottom of the screen.

      The Reservations to which you have been assigned will be listed in chronological order, with the next upcoming at the top. For this reason, it is recommended to resolve Reservations starting from the top of the list.

      Use the search bar at the top of the screen to search the list of Reservations, or tap the filter icon to filter by Division. Tap on a Reservation to open its details and perform Asset staging.

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      Step 2: Reservation Details

      From the Staging screen, tap on a Reservation to open its details and perform Asset staging.

      1. Reservation Details
        Basic details about the Reservation are listed here.
      2. Comments
        Any comments left on the Reservation are listed here. Tap the comment icon to leave a new comment. Each comment can be designated as either external (visible to the customer on printed documents) or internal (visible only to other Texada users).
      3. Select Asset Button
        Click to perform staging for the selected Asset. See “Step 3: Select Asset” for more information.
      4. Bulk Product Selection
        Unlike rental Assets, bulk Products do not need to be staged individually. Instead, enter a number into the number field to indicate that the requisite number of Products has been set aside for the Contract.
      5. Next Button
        Once you are finished staging Assets, tap this button to continue. See “Step 5: Finalize” for more information.

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      Step 3: Select Asset

      When viewing a Reservation, Tap the “Select Asset” button next to a non-bulk Asset to perform Asset staging. This will open the Select Asset screen, where you can choose which Asset will be sent out on the Contract.

      Available Assets will be shown in black text, while unavailable Assets will be shown in red text. Use the search bar at the top of the screen to filter the list of Assets, or tap the barcode icon to scan an Asset’s barcode. This feature is useful for when you have physically located the Asset you want to rent out. See “Scan a Product Barcode in Texada Mobile” for more information.

      There are 2 different ways to finalize Asset staging, based on whether or not you are able to locate a suitable Asset to send out on the Contract:

      • Able to locate Asset
        Tap on the Asset to select it and proceed to the Asset Inspection screen.
      • Unable to locate Asset
        Tap the “Cannot Select Asset” button at the top of the screen. You will be prompted to select a reason why you were unable to select an Asset. The Asset will then be flagged on the Reservation List page in Texada Web.

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      Step 4: Asset Inspection

      After selecting an Asset, you will be taken to the Asset Inspection screen. This screen allows you to take photos of the Asset and complete any attached inspection forms.

      The inspection forms that appear on the Asset Inspection screen can be managed in Texada SRM. Specifically, any inspection forms with the type “Reservation” associated with the Asset’s Group will appear here. See “Reservation Inspection Forms" for more information.

      Tap the “Add Photos” button to take photos of the Asset, then fill out any questions included under the “Inspections” header. Once you are finished, tap “Complete” to return to the Reservation details screen.

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      Step 5: Finalize

      Once you have repeated steps 3 and 4 for each of the Assets on the Reservation, tap the “Next” button on the Reservation details screen. This will open a summary screen where you can review the results of the Asset staging before committing them.

      Once you are satisfied with the results, tap the “Complete” button to finalize Asset staging. 

      • If all Assets have been staged, the Reservation’s status will change to Staged. 
      • If one or more Assets have not yet been staged, the Reservation’s status will remain In Progress, and you can continue the staging process from the Staging screen at any time.

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