How to Create, View, Edit, and Delete a Maintenance Entry (Desktop)
A Maintenance Entry is a memo noting a service performed on an asset. This may relate to an existing service or be a record of a miscellaneous repair made to an asset during downtime or on the fly in the field.
Pro Tip! Maintenance Entries are helpful records stored at the asset level which can help with resale in the future.
Permission Requirements:
- Users with the "Create Maintenance Entries" permission enabled can create and edit a Maintenance Entry.
- Users with the "View Maintenance Entries" permission enabled can view a Maintenance Entry.
💥 Maintenance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
In this article:
How to Create a Maintenance Entry
- 1
- Go to the Asset Details Page for the asset you want to log a maintenance entry for.
Use the global search bar to search for the Asset or go to the Assets feature in the left-side navigation.
- 2
- From the Asset Details Page, select the Maintenance tab, and then the Maintenance Entries tab.
- 3
- Click "Create Entry".
- 4
- Enter a Maintenance Entry Title*.
Pro Tip! Title the Maintenance Entry based on the service performed. If you repaired a tire, name it Tire Replacement.
- 5
- Add Notes*.
Give detailed information about the service performed.
- 6
- Add Attachments (optional).
Pro Tip! Attach photos or audio recordings of before and after the service to assist with documentation.
- 7
- Click "Create Entry".
How to View, Edit, and Delete a Maintenance Entry
- 1
- Go to the Asset Details Page.
Use the global search bar to search for the Asset or go to the Assets feature in the left-side navigation.
- 2
- From the Asset Details Page, select the Maintenance tab, and then the Maintenance Entries tab.
- 3
- Find the Maintenance Entry in the Maintenance Entry Grid.
Pro Tip! Use the search bar at the top of the grid to quickly find a Maintenance Entry.
- 4
- In the Actions column, select the eye icon to view the Maintenance Entry details.
- 5
- In the Actions column, select the pencil icon to edit the Maintenance Entry.
- 6
- In the Actions column, select the trash icon to delete the Maintenance Entry.
