Schedule a visit to the customer site
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
- Install the Hardware Asset Management for DaaS application from ServiceNow Store.
- Install the Hardware Asset Management application from ServiceNow Store.
Procedure
-
Navigate to Workspaces > Hardware Asset Workspace.
-
Select the DaaS provider view.
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Select the RMA orders tab.
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Select an RMA order number.
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Select the RMA response order lines tab.
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Select the asset task number with the Task type as Schedule.
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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 |
|
State |
Status of the Schedule task.This field is automatically set to |
|
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. |
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
--- title: Schedule a visit to the customer site description: Schedule a visit of the DaaS provider representative to the customer location. locale: en-US canonical_url: https://www.servicenow.com/docs/r/it-asset-management/hardware-asset-management/schedule-rma-daas.html release: brazil product: Hardware Asset Management classification: hardware-asset-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Managing RMA response orders for DaaS assets, Device as a Service, Hardware Asset Management, IT Asset Management, Asset Management] --- # Schedule a visit to the customer site 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 - Install the Hardware Asset Management for DaaS application from [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home). - Install the Hardware Asset Management application from [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home). ## 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. <table id="table_fhc_sbq_kbc"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Number </td><td> Unique number for the Schedule task. </td></tr><tr><td> Asset order line </td><td> The RMA response order line number associated with this task. </td></tr><tr><td> Due date </td><td> Estimated date of completing this task. </td></tr><tr><td> Scheduled date </td><td> The scheduled date for the DaaS provider representative to visit the customer's location. </td></tr><tr><td> Task name </td><td> Name of the current task.This field is automatically set to `Schedule`. </td></tr><tr><td> State </td><td> Status of the Schedule task.This field is automatically set to `Open`. </td></tr><tr><td> Assignment group </td><td> The assignment group for the individual who is responsible for working on the Schedule task. </td></tr><tr><td> Assigned to </td><td> The individual responsible for working on the Schedule task. </td></tr><tr><td> Asset </td><td> The asset that is selected while creating an RMA response order line.For more information, see [Create an RMA response order line](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-asset-management/hardware-asset-management/create-rma-response-order-line.md). </td></tr><tr><td> Short description </td><td> Brief description of the task. </td></tr><tr><td> Description </td><td> Detailed description of the task. </td></tr><tr><td> Work notes </td><td> Notes about the task that are visible to all users within your organization. </td></tr></tbody> </table>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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-asset-management/hardware-asset-management/evaluate-rma-asset.md)
| title | Schedule a visit to the customer site |
| description | Schedule a visit of the DaaS provider representative to the customer location. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-asset-management/hardware-asset-management/schedule-rma-daas.html |
| release | brazil |
| product | Hardware Asset Management |
| classification | hardware-asset-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Managing RMA response orders for DaaS assetsDevice as a ServiceHardware Asset ManagementIT Asset ManagementAsset Management |