Automatic Rules
Auto-entitlement in Asset 360 helps you identify the applicable entitlement under which the customer or the asset is covered, and returns the correct information to the user. This saves significant time during call center interactions with customers and avoids errors caused by end-users. ServiceMax Asset 360 allows you to define multiple rules to meet various groups' automatic entitlement needs within your organization.
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Each object can have more than one rule. So, the sequence of execution is important.
Use Cases
Following are some use cases of auto-entitlement:
Auto-entitlement on Case covered by Asset: to auto-entitle the service coverage during the creation of a Case from an Asset
Auto-entitlement on Work Order covered by Asset: to auto-entitle the service coverage during the creation of a Work Order from an Asset
Auto-entitlement on Work Order covered by Account: to auto-entitle the service coverage during the creation of a Work Order from an Account
Working with Auto-Entitlement Rules
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