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An asset's page: log a service, an issue or a meter reading

Use the quick actions to record a service, a repair, an inspection, an issue, an incident, a meter reading or a note, add photos and documents, and see the full history.

2 min readLast updated

Applies to: Assets & Plant · Admin, Team member

On this page

An asset's page shows its traffic light, its checks and scheduled tasks, its history, photos, documents, details, money and label. Anyone who may log can record what happened from Quick actions, or by scanning the asset's label.

How to log something

  1. Step 1: Open the asset (or scan its label: the page opens at Scanned: what do you want to do?).
  2. Step 2: Select Serviced today to record a service at once, or choose Log a service, Report an issue, Meter reading, a checklist, Repair, Inspection, Incident or Note.
  3. Step 3: Fill in What, Date and, where there's a meter, the reading. If it finishes a task, choose it under This completes a scheduled task; a checklist shows as Checklist: tick what's OK.
  4. Step 4: Add Notes (needed for an issue, an incident or a note), Done by, Cost ($) and Receipts or photos.
  5. Step 5: For an issue, incident or inspection, tick Take it out of service if it shouldn't be used until it's fixed.
  6. Step 6: Select Save. It's recorded in the History.

What happens next

  • A completed task moves its next due date (or meter reading) on.
  • An open issue or incident shows at the top of the page and on the register until someone who manages the asset selects Mark resolved.
  • No signal? Save it anyway: it's kept on that phone and logged when you're back online.

Photos and documents

  • Photos: anyone who may log can Add a photo. People who manage the asset choose the cover photo with Make cover.
  • Documents: manuals, invoices and other papers. People who manage the asset choose the Kind, add a note, select Upload, and Remove a document.
  • Photos are resized and their location details removed. Documents are virus-checked and kept private; opening one is recorded in Who looked at what.

Common questions

  • I can't see Quick actions. Your role can look but not log, or your admin has turned off staff logging.
  • What does reported through the label (not checked) mean? Someone outside your organisation reported it by scanning the label: see QR labels.

Limits

  • Up to six receipts or photos with one entry. PDF, PNG or JPG, 10 MB each.
  • A meter reading never goes down.
Open the asset register
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