Recording Readings for Assets (End User)

Follow the procedures in this topic to record readings of measurements for assets.

Caution: Measurement types can change when you upgrade products. If users do not associate the upgraded products with the appropriate assets, and if users do not associate the changed measurement types with these assets, then the assets retain the measurement types for the original products. Consequently, users can record measurements that are invalid for the assets. It is recommended that you associate upgraded products with the assets for the original products and that you re-associate the revised measurement types with the assets. It is also recommended that only users with Service Manager responsibility, and not field service engineer responsibility, have access to the Assets screen. Field service engineers can record readings in the Readings view of the Activities screen.

This task is a step in Process of Managing Assets.

To record a reading for an asset

1. Navigate to the Assets screen, then the List view.

2. Drill down on the Asset number (#) field for a selected asset, and click the Readings view tab.

3. Select the record for the measurement type of the reading.

4. In the Readings list, create a new reading record, and complete the fields as appropriate.

5. Select the check box in the Done field to indicate that the reading is complete.

   When the reading is complete, the reading record is read-only. You must select the check box in the Done field so that the reading charts.

You can record the reading for an asset that is associated with an activity.

To record a reading for an asset associated with an activity

1. Navigate to the Activities screen, then the Activity List view.

2. Drill down on the Type field for a selected activity with an associated asset, and click the Readings view tab.

3. Select the record for the asset.

4. In the Asset Measurements list, select the record for the measurement type of the reading.

5. In the Readings list, create a new reading record, and complete the fields as appropriate.

6. Select the check box in the Done field to indicate that the reading is complete.

   When the reading is complete, the reading record is read-only. You must select the check box in the Done field so that the reading charts.