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Asset Manager offers you an easy way to keep track of updates made to assets' attributes as well as of work orders created for your assets. Information gained from reviewing and running reports on your asset’s history provides you with the information you need to make decisions regarding repair versus replace.

Asset Service History

An asset’s Service History is a chronological list of the work orders created to repair or replace that asset. Additionally, you can select to view only Planned Maintenance work orders for the asset. Within each work order, there are clickable links that lead you to information related to the work order, including, proposals, the service providers, and the full work order details.

Asset Revision History

In Service Automation, an An asset’s Revision History referrers to the attributes is a series of date specific snapshots that contain all of the asset updates and the changes modifications made to the attributes an asset over time.  This includes, but is not limited to, the asset’s condition, the refrigerant type used in the asset, and updates made by a permissioned service provider. Each time asset’s attributes are updated, a new asset history record will be created. On the asset details page, you can view an asset’s history records side by side, which provides a view of changes to the asset over timeThis can include changes in the condition of the asset, whether or not it is being serviced by a warranty provider, and in instances where the asset contains refrigerants, which refrigerant has been used. A new asset history record is created each time there are modifications to the asset’s attributes.

Asset Audit History on Work Orders

All work orders will have an asset tied to them. However, there will be times when the asset on a work order is not the asset that needs servicing. This sometimes happens with complex systems like HVAC and Refrigeration, where the entire unit is comprised of several connected assets and the individual creating the work order is not clear on which specific asset, within the whole, is in fact the asset in need of servicing.

In Service Automation, you can view the asset history on a work order. Any changes in assets will be reflected on the Asset History tab

of the work order details page.  This feature adds additional visibility and transparency to the work order cycle.

The Asset History indicates:

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Here are the changes that occurred with an asset associated with this work order: 

1. Added: The asset with the 273648-H tag ID was added to the work order

1. .
2. Removed: The asset with the same 273648-H tag ID was removed from the work order

1. .
2. Added another asset: The work order was associated with a new asset: 459-AU-12.

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It may so happen that a work order was associated with an incorrect asset. When someone removes or updates the asset on a work order, select the Asset History tab  tab captures each change. See the example below. Image Removed
Note

Adding Refrigerant from a Work Order 

You can enter leak and refrigerant detail from the asset history of an asset. Adding refrigerant can be done from an existing or new work order. It also ensure compliances with various regulatory agency. This option allows for consistency of data between entries made on the SC Provider Mobile, Provider Automation and Service Automation. 

Viewing Asset Transfer History

Assets that have been transferred to one location to another establishes a Transfer History to which you can view the history or each transfer transaction. This information includes:
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1. Transferred From

2. Transferred By

3. Transfer Date

4. WO link (accessible by clicking)

5. From this page, you can generate an Asset Transfer Work Order.

6. How To Create an Asset Transfer Work Order from the Asset Details page

Generating an Asset Transfer Work Order

While viewing the details or history of an asset, there is the ability to submit a request to have an asset transferred to another location.