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 history referrers to the attributes of the asset and 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 an asset’s attributes are updated, a new asset history record will be created. In Service Automation, you can view an asset’s history records side by side, which provides a view of changes to the asset over time.
- Navigate to Asset (Equipment), Manage Assets.
- Locate the desired asset, then click the pencil icon to open the Asset Attribute screen.
- Select the Asset History tab, then click the Revision History button.
- On the Revision History screen, you have the option of viewing all of the asset’s revision histories or a comparison of two or more revision histories.
- To view all histories, click the View All button.
- To view a comparison of two or more histories;
- Click the checkbox next to the revision histories you want to compare, then click the Compare Selected button.
- Click the checkbox next to the revision histories you want to compare, then click the Compare Selected button.
Note: In the example above, three revision histories are displayed. Changes to the asset’s attributes are displayed in red.
Asset Audit History
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 on the work order. 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.
- On the work order, select the Asset History tab.
The Asset History indicates:
- Refrig 99 was added to the work order at 11:42 EST;
- Refrig 99 was removed from the work order at 12:06 EST; and
- SUN-1234 was added to the work order at 12:06 EST, replacing Refrig 99.