Viewing Asset History

Owned by Joseph Yarborough (Unlicensed)
Last updated: Oct 10, 2024 by Lamont Eddins
6 min read

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.

      When you compare several asset revisions, changes made to the asset attributes are displayed in red.

      Comparing two asset revisions on the asset details page

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.

⦿ How to View the Change of an Asset on a Work Order
  1.  Navigate to the desired work order, and click View Details to open the work order details page.

  2. 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.

Asset History tab showing the changes that occurred with the associated asset

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.
  2. Removed: The asset with the same 273648-H tag ID was removed from the work order.
  3. Added another asset: The work order was associated with a new asset: 459-AU-12.


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. 

⦿ How to Add Refrigerant Use from Asset History with a Current Work Order in Service Automation
  1. Locate an asset from the Manage Asset page and click the Tag ID or Asset Tag to open its details
  2. Click the Asset History link to open the asset's history
  3. Click Add Leak & Refrigerant button to open the modal
  4. Use the drop-down menu to select a work order
    select work order
  5. Answer the leak and refrigerant questions
  6. Create the Leak Event
  7. Optional: Create another leak event
  8. Click Next to continue
  9. Add required part usage information
    add required part usage 
  10. Optional: Add another part usage
  11. Click the Next button to continue
  12. Click the Done button to finalize 
⦿ How to Add Refrigerant Use from Asset History with a New Work Order in Service Automation
  1. Locate an asset from the Manage Asset page and click the Tag ID or Asset Tag to open its details
  2. Click the Asset History link to open the asset's history
  3. Click Add Leak & Refrigerant button to open the modal
  4. Click Create Work Order button to open the modal
  5. Complete the following:
    1. Call Date
    2. Schedule Date
    3. Category
  6. Answer the leak and refrigerant questions
  7. Create the Leak Event
  8. Optional: Create another leak event
  9. Click Next to continue
  10. Add required part usage information
  11. Optional: Add another part usage
  12. Click the Next button to continue
  13. Click the Done button to finalize 

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:
Asset Transfer History tab

  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. 

⦿ How to Generate an Asset Transfer Work Order
  1. Click the Transfer Asset button to open the modal
    asset details page with transfer asset button
  2. Use the drop-down arrow to select a New Location
  3. Use the drop-down arrow to select a Reason for Transfer
  4. Click the Generate Transfer WO button to create the work order
    Generate Asset Transfer Modal

Please contact your ServiceChannel representative to enable this feature. 

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