List View
The Manage Assets page displays assets that exist at the locations you are assigned to service — across different subscribers.
If you are not assigned to the location and trade the asset belongs to, this asset will not appear on your list.
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.
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
Asset Details
The tab displays general asset information, warranty details for assets under warranty, asset attributes, and more.
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 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.
To view only Planned Maintenance work orders, select the Show PMs Only checkbox.
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.
- 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.
