Asset History

The Asset History functionality allows you to record key events related to an asset or group of assets throughout their lifecycle. These records capture important information for posterity and can be retrieved in report templates or accessed via the user interface.

You can manage asset history records on the Asset History tab of the ASSETS screen. For details on customising the tab layout, see Customise.

Add Asset History Record

  1. On the ASSETS screen, select the relevant asset in the asset tree and open the Asset History tab.

  2. Click Add in the toolbar.

  3. In the Add Asset History dialog, enter data as required. For field descriptions, see Add/Edit Asset History Dialog.

  4. Save your entries.

Edit Asset History Record

  1. On the ASSETS screen, select the relevant asset in the asset tree and open the Asset History tab.

  2. Select the asset history record that you want to update.

  3. Click Edit in the toolbar.

  4. In the Edit Asset History dialog, update data as required. For field descriptions, see Add/Edit Asset History Dialog.

  5. Save your entries.

Delete Asset History Record

  1. On the ASSETS screen, select the relevant asset in the asset tree and open the Asset History tab.

  2. Select the asset history record that you want to delete.

  3. Click Delete in the toolbar.

  4. In the confirmation dialog: - Click Check Connections to review any linked records. - Click Delete to confirm deletion, or Cancel to abort.

Hint

To bulk update or delete asset history items, use the Multi-Edit functionality.

Import Asset History Record

You can import asset history records using the standard import functionality available via the Import toolbar button. The MS Excel Import Template details the required format for importing asset history records. For more information, see Import.

Export Asset History Record

You can export asset history records using the standard export functionality. For more information, see Export.

Reporting on Asset History

To retrieve Asset History data in a report template, use the System Table titled Asset History.