To complete a planned work entry for an asset record

The procedure to complete a planned work entry for an asset record is as follows:

1. Using the global search facility, type in the first few characters of the asset address 1.
2. With the results displayed in the Asset tab, double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Asset Details. The Asset Details window is displayed for the current asset.
4. Click on Planned and Completed Work 1. The Planned and Completed Work tab is activated, revealing a list of all future upgrades and renewals in the Planned Work data grid.
5. Double-click on a row matching the planned work instruction to be completed. The Planned and Completed Work Details window is displayed, revealing previously captured details pertinent to the planned work record.
6. Enter the Completed date for the replacement work using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY); the adjacent Completed by field is automatically updated with the name of the current system user.
7. Click on Save. The planned work instruction is automatically transferred to the Completed Work data grid.

Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

See related topics...

To add planned work to an asset record

To add a new asset