A technician working on a service task might need a part that does not appear on the recommended parts list. The Add Part call-to-action on the Parts screen lets a technician search the product catalog, choose a product, and add it as a new recommended part linked to the work they are doing.

When the technician confirms the selection, the app queries the part from the server and adds it to the list of recommended parts. The part is added with a planned quantity of zero and immediately sends it to the server. The technician can later change the planned quantity or remove the part, as long as their permissions and the status of the work order allow it.

A technician at Iniscope International services an SSI 1000 ultrasound machine at a hospital and identifies a transducer mounting clip that the recommended parts list for the current task does not include. The technician locates the part in the product catalog from the Parts screen and adds it to the recommended parts list for the work order task. The part becomes immediately available for consumption tracking, and the technician records accurate parts usage for the SSI 1000 without delaying the repair or making a separate trip to retrieve parts documentation.

For a full list of use cases of Go App for technician, see Use Cases of Go App.

Administrators control which products appear in the product selection interface by configuring one or both of the following filtering methods in the Part Usage settings.

Both filters can be active simultaneously. Product Structure filtering runs first, and the expression filter is appended to the results.

Adding parts to general tasks and work plan tasks follows the same workflow with three restrictions. Only stockable and consumable products appear in the product picker; serialized parts are excluded. Product Structure filtering does not apply to general tasks and is treated as disabled regardless of the administrator setting. The feature works online only; tapping Add Part while offline on a general task displays an error.

Write permission on the Recommended Parts object is required. If the technician lacks create permission on Recommended Parts or write permission on the Work Performed Actions object, ServiceMax Go blocks the Add Part action upfront and displays a permission error.

The product picker supports three product categories for work order tasks:

General tasks support only the first two stockable categories. Non-stockable products are excluded from the general task product picker.