Schedule a visit to the customer site

task brazil Updated Sep 10, 2026 1 min read schedule-rma-daas.md
Raw file servicenow.com

Schedule a visit of the DaaS provider representative to the customer location.

Before you begin

Role required: sn_daas_ham.daas_asset_manager or inventory_user

Procedure

  1. Navigate to Workspaces > Hardware Asset Workspace.

  2. Select the DaaS provider view.

  3. Select the RMA orders tab.

  4. Select an RMA order number.

  5. Select the RMA response order lines tab.

  6. Select the asset task number with the Task type as Schedule.

  7. On the form, fill in the fields.

Field

Description

Number

Unique number for the Schedule task.

Asset order line

The RMA response order line number associated with this task.

Due date

Estimated date of completing this task.

Scheduled date

The scheduled date for the DaaS provider representative to visit the customer's location.

Task name

Name of the current task.This field is automatically set to Schedule.

State

Status of the Schedule task.This field is automatically set to Open.

Assignment group

The assignment group for the individual who is responsible for working on the Schedule task.

Assigned to

The individual responsible for working on the Schedule task.

Asset

The asset that is selected while creating an RMA response order line.For more information, see Create an RMA response order line.

Short description

Brief description of the task.

Description

Detailed description of the task.

Work notes

Notes about the task that are visible to all users within your organization.

8. Select **Close Task**.

Result

  • After the Schedule task is completed and you refresh the list, a task is created displaying a unique asset task number with the task type as Evaluate RMA asset.
  • The State field of the Schedule task is set to Closed Complete.
  • The Stage field of the Inbound asset order line is set to Evaluation.

What to do next

Evaluate the RMA asset

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