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Viewing Asset History

Viewing Asset History

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.

⦿ How to View an Asset’s Service History
  1. Navigate to the hamburger menu, and click Asset (Equipment) > Manage Assets. The assets list opens.
  2. Locate the desired asset using the required filters, then click the asset tag ID to open the asset details page.
    Clicking the asset tag ID to access the asset details page
  3. Switch to the Asset History tab to view the asset Service History.
    Asset service history displayed on the asset details page

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

Asset Revision History

An asset’s Revision History is a series of date specific snapshots that 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.

⦿ How to View an Asset’s Revision History
  1. Navigate to the hamburger menu, and click Asset (Equipment) > Manage Assets. The assets list opens.
  2. Locate the desired asset using the required filters, then click the asset tag ID to open the asset details page.
    Clicking the asset tag ID to access the asset details page
  3. Switch to the Asset History tab, and then click the Revision History button.
    Viewing the asset revision history on the asset details page
  4. 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.
    1. To view all histories, click the View All button.
      Viewing asset revisions on the asset details page
    2. 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.
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