Maintaining Assets

This portal is used to display and maintain asset records.

Refer to About Assets for more information.

You can access the portal from Menu, select Asset Management, and then select Asset. You are brought to a query portal with options for searching for a specific asset. Once an asset has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

Asset: This zone provides details about the asset, such as the badge number, disposition, and status as well as any contextual insights if configured.
Attached Components: This zone provides a list of components that are installed on the asset.
Asset Attributes: This zone displays a list of attributes for the asset.
Attachments: This zone enables users to manage all types of attachments for the asset record.
Asset Warranty: This zone provides warranty information for the asset.
Asset — Notes: This zone enables users to enter additional notes for the specific asset.

The following zones may appear as part of the Maintenance tab page:

Asset Service History: This zone displays a log of the service histories recorded for the life of the asset. Also, new service history can be created from this zone.
Measurements: This zone provides a log of measurements created for the life of this asset.
Maintenance Trigger: This zone displays a log of preventive maintenance triggers that are associated to the maintenance schedule identified on the maintenance specification on the asset header.
Asset List Maintenance Trigger: This zone displays a log of location specific maintenance triggers where the asset’s location is present on a template activity’s location list of the template work order identified on the PM trigger.
Maintenance Schedule Forecast: This zone displays a log of maintenance schedules forecasted for the asset.
Activity History: This zone provides a log of the activities that have been performed on the asset over the life of the asset.
Hazardous Materials: This zone displays a list of hazardous materials associated with the asset.
Permit: This zone displays permit information for this asset.
Permit Service History: This zone displays a list of the permits that have been associated with the asset.
Asset Business Flag: This zone displays the most resent business flags for the asset.
Functional Process: This zone displays the functional processes associated with the current asset record.

The following zones may appear as part of the Tree View tab page:

Asset Hierarchy: This zone displays a hierarchy view for the asset.
Currently Installed Assets: This zone displays a list of currently installed assets at this location.

The following zones may appear as part of the portal’s Statistics tab page:

Asset Cost Summary: This zone displays a table of maintenance, renewal, and operational cost per cost category over the life of the asset. Costs buckets for each cost category are Month To Date, Year To Date, and Lifetime costs.
Cost by Service Class: This zone displays the total cost breakdown by service class for this asset.
Asset Condition Score Breakdown: This zone displays a list of assessment scores for each assessment type for the asset.

The following zones may appear as part of the Asset Disposition tab page:

Disposition History: This zone displays all of the status and location changes that have occurred during the life of the asset.
Components History: This zone displays all the components that were and are currently attached to the selected asset during it’s life.

The following zones may appear as part of the portal’s Asset Performance tab page:

Asset Performance: This zone provides asset and performance information about the asset that can be used for planning purposes.

The following zones may appear as part of the portal’s Log tab page:

Asset Log: This zone displays log information for the asset.
Asset Sync Requests: This zone displays sync requests associated with the asset.
Asset Shipping Memos: This zone lists the shipping memos associated with the asset.