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List View

The Manage Assets page displays assets that exist at the locations you are assigned to service — across different subscribers.

Assets list in Provider Automation

Note

If you are not assigned to the location and trade the asset belongs to, this asset will not appear on your list.

Are you looking for a specific asset on the assets list? Especially when you are assigned to service multiple locations and trades across different clients, there may be hundreds of assets on your assets list. To quickly find the desired assets, use filters on the left panel.

On the assets list, for each asset, you can find key information such as the asset trade, condition, type, brand, location ID and address, and more.

List view of an asset


Viewing an Asset Summary Card

On the assets list, assets appear in the form of summary cards. An asset summary card reflects key asset details as well as contains the Actions button for you to take the required action. If you cannot find the information you are interested in, deep dive into asset details by clicking the Asset tag ID.

Note

Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as: 

  • Hours and Duration 
  • Quantity Amounts 
  • Weight. 

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Asset summary card in Provider Automation

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  • Thermometericon:


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Helps you identify at a glance all refrigerated and HVAC assets


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  • Asset tag ID:


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Unique identification number (ID) of the asset entered manually upon creating an asset. Clicking the asset tag ID takes you to the asset details page. The asset tag turns red when an asset gets deactivated.

Asset tag ID of a deactivated asset


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  • Parent-asset icon:


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If an asset has circuits or/and components, you will see the blocks icon indicating that this asset has child assets.


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  • Warning signicon:


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Tells about an open leak record associated with the asset


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  • Asset tag:


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Decoded value contained in a barcode, QR code, or NFC tag that is applied to the asset. Asset tags are important if you use asset scanning.


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  • Trade:


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Primary trade associated with the asset type


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  • Refrigerant type:


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Name of the refrigerant type that the asset uses


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  • Total charge:


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The current amount of refrigerant gases contained in the asset


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  • Condition:


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Condition of the asset (Broken, Poor, Average, Good, Excellent)


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  • Asset type:


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Type of the asset


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  • Client's name:


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Name of the client who owns and manages this asset at one of their locaitons


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  • Brand:


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Brand of the asset


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  • Model number:


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Model number of the asset


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  • Serial number:


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Serial number of the asset


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  • Location ID:


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ID of the location where the asset is housed


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  • Location address:


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Address of the location where the asset is housed


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  • Update date:


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Date of the latest update made to the asset data


Asset Details View

Clicking the asset tag ID in the asset list view leads you to the asset details page that tells you a more detailed story about the asset. Switch between the tabs to view the corresponding information:

  • Asset Details
  • Asset History
  • Attachments
  • Asset Status History
Rw ui tabs macro

Rw tab
titleAsset Details

The Asset Details tab displays general asset information, warranty details for assets under warranty, asset attributes, and more.

Asset details page

If your client has granted you the appropriate permission, you can also update some asset details, for example, the asset condition and install date.

Asset attributes that can be edited

Rw tab
titleAsset History

This tab has two sections: Service History and Revision History.

Service History is designed to show all the service requests associated with this asset that you were assigned to complete. You can click the work order number to navigate to the Work Orders module and view the detailed information on this service request.

Tip

To view only Planned Maintenance work orders, select the Show PMs Only checkbox.

Service History section displaying work orders created for this asset

Revision History captures all the updates made to this asset over time. This can include changes in the condition of the asset, warranty details, and other.

Revision History section showing all the changes made to the asset over time

  • To view all revisions, click the View All button in the upper-right corner.
  • To view a comparison of two or more revisions, select the checkboxes next to the required revisions, and click Compare Selected. Changes that took place will be highlighted in red.

    Comparing a couple of asset revisions

Rw tab
titleAttachments

Check what files are associated with the asset, or add the required files under the Attachments tab. It can be, for example, a photo of an asset that you took after repairing it and attached as a proof that the asset was fixed and placed back into service.

Attachments tab on the asset details page

Rw tab
titleAsset Status History

This tab shows a history of asset status changes and is available to you only if your client is using the Asset Repair Status feature. Learn more about Asset Repair Statuses.

Asset Status History tab on the asset details page





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