Asset Manager offers you an easy way to keep track of updates made to your assets' attributes as well as of work order 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 verses replace.
An asset’s history is a series of date specific snapshots, which contain all of the updates and modifications made to an asset over time. This 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 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 to information related to the work order, including, proposals, the service providers, and the full work order details.
- Navigate to the hamburger menu, and click Asset (Equipment) > Manage Assets. The assets list opens.
- Locate the desired asset using the required filters, then click the asset tag ID to open the asset details page.
- Switch to the Asset History tab to view the asset Service History.
To view only Planned Maintenance work orders, select the Show PMs Only checkbox.
Asset Revision History
In Service Automation, an asset’s Revision History refers to the changes made to the attributes 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 time.
- Navigate to the hamburger menu, and click Asset (Equipment) > Manage Assets. The assets list opens.
- Locate the desired asset using the required filters, then click the asset tag ID to open the asset details page.
- Switch to the Asset History tab, and then click the Revision History button.
- In the Revision History section, you have the option of viewing all of the asset’s revision histories or a comparison of two or more revisions.
- To view all histories, click the View All button.
To view a comparison of two or more revisions, select the checkbox next to the revision histories you want to compare, and then click Compare Selected.
When you compare several asset revisions, changes made to the asset attributes are displayed in red.
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.
- Navigate to the desired work order, and click View Details to open the work order details page.
- Switch to the Asset History tab.
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, the Asset History tab captures each change. See the example below.
- Added: The asset with the 273648-H tag ID was added to the work order.
- Removed: The asset with the same 273648-H tag ID was removed from the work order.
- Added another asset: The work order was associated with a new asset: 459-AU-12.