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Edit Asset Details

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Learn about the Assets Details screen and what can be edited on your asset.

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Audio: Sound Video Length: 3:11 minutes

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The asset's details can be viewed and edited.

  1. From the menu, click the Assets module. The Asset Management screen displays.
  2. From the list, click an existing asset and the asset displays.

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This screen lets you view and edit the following information:

Asset Image

This lets you upload images of the asset.

Utilization, Work Ratio, and Accumulating Costs

Utilization

This displays the following information:

  • Current Hours/Miles
  • Lifetime Hours/Miles
  • Cost Per Hours/Miles

Utilization graph displays an orange bar for the asset’s average usage.

Work Ratio

This displays PM, Reactive, and Failure.

Accumulating Costs

The Accumulating Costs graph gives you an at-a-glance, view of the accumulating costs of an asset. On the vertical axis it displays the dollar amounts and on the horizontal axis the quarterly dates are listed.

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  1. Click any column to access more information about that particular cost. 

You will then see a monthly breakdown of that time-period, with the cost on the left and the months on the bottom.

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  1. Click any column to access more information about that particular monthly cost.

This displays the breakdown of each cost.

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  1.  If you want to see the specifics of each Work Order, you can click on the record and display the specifics of that posted cost.

If at any time you need to go back, there is a back arrow clipboard_ee1d2d26168c18ffc0eb9579111f21b92.png icon on the top right.

If you need to enter any missing data, then click the enter missing data here and the panel displays.

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Asset Toolbar

The top-right corner contains the asset toolbar, which consists of the following.

Icon Description

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View, edit asset details, or copy assets.

Asset Details Form Toolbar

This form contains the following icons:
clipboard_eb4d3b6708ac09197f8d7869b080bac82.png Create a Work Order from the Asset Details Screen
clipboard_e92e1135ba33128fb2d52649e02346bf6.png Enter Meters / Logs
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View Components
clipboard_e06af6ddfa53a4afd40203a18af9da956.png Add or remove Part
clipboard_ef431fa95d579bafe839c33ffe196de11.png Active or Deactive Downtime
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View Asset Move History

Important Dates and Open Work Orders

The middle section lets you see when the:

  • Last PM was completed - Click the date to open the work order.
  • Last Unscheduled Work - Click the date to open the work order.
  • Last Inspection - This is the date of the last inspection
  • Open Work Orders - Click the number and the Work Orders form display the list of open work orders. From this list you can quickly open the relevant work order.

Maintenance Plans, Calendar, and Activity Timeline

Maintenance Plans

Maintenance Plans lets you add new maintenance plans, remove maintenance plans, or you can create work orders for existing plans. Learn more in Manage Maintenance Plans in an Asset.

Additionally, the Maintenance Plans form can be accessed from the PM modules too, see Update a PM Details.

Calendar

This is a visual display of your PMs and if needed you can adjust the dates for the PM and if needed, set the reoccurrence.

  • Click the PM to display the summary.

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Activity Timeline

This displays the activity history of the asset; you can click on a work order to view it.