The procedure to manually record an equipment service visit against an asset is as follows:
- Using the global search facility, type in the first few characters of the asset address
1.
- 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 (
).
- Click on Asset Details. The Asset Details window is displayed for the current asset.
- Click on Equipment
1. The Equipment tab is activated, revealing a list of all catalogued items associated with the asset in the Equipment summary table.
- Click on New Completed Visit. The New Visit window is displayed.
- Using the Visit type drop-down field, select a parameter value to capture the scope of the service for an item of equipment.
- Using the Organisation drop-down field, select the name of the professional association that carried out the service.
- Enter the Date due using the calendar icon (
) or type in the value directly i.e. the scheduled maintenance date for the item of equipment 2.
- Enter the Actual date of the service using the calendar icon () or type in the value directly i.e. the date on which the cyclical maintenance was conducted.
- Enter the Next date using the calendar icon () or type in the value directly i.e. the future service date in accordance with the agreed cycle frequency.
- Using the Outcome drop-down field, select a parameter value to categorise the concluded equipment service.
- Use the Comments field to add contextual information in support of the service outcome being achieved.
- Click on Save. The completed equipment service entry is displayed in the Visit summary table; click on the expansion level pointer icon (
) to reveal the row detail.
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.
2 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.
See related topics...
Equipment cataloguing management overview
To delete a recorded equipment service visit from an asset
To catalogue an item of equipment against an asset
