Make or review recommendations to serviced assets.
This feature can be incorporated into workflows. Please get in touch with Support should you wish to include this.
Adding Service Details
- Head to the Assets tab on the relevant work order
- From here, you can select Add Service Details on the relevant asset
- A side pane will appear where users can select whether the asset was serviced and add any relevant comments
- There are various asset fields which the user has the option to recommend updating, or they can select no change
- Once the user is happy with the form, they can submit any recommendations for review, or edit them should they need to
Reviewing Asset Service Details
- When an asset has been serviced on a contractor visit, you can review any recommendations made on the relevant work order within the asset's tab
- From here, users will see the serviced date alongside the plus icon
- When selected, the service details will appear, and users can either approve or reject them
- Should the recommendations be approved, the relevant fields will be updated against the asset
- Users can also submit and view asset service details for the relevant work order on the asset view screen within the work orders tab
- Within this tab, any approved spend against the asset will be shown against the relevant work order
- This spend will then be plotted on the lifecycle chart, and included in the Spend to Date and Spend Against Cost totals
- On the asset view screen, there is also a field within the Status card to display the Last Serviced Date
- Users are also able to filter for work orders with pending recommendations on the work order index
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