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Asset maintenance

Log maintenance

Section titled “Log maintenance”
Video walkthrough · 0:44Log maintenanceRecord work and add its cost to equipment history

Walkthrough of “Log maintenance”

  1. Open the asset and click Log Maintenance.
  2. Choose Type: Repair, Inspection, Preventative, Installation, or Cleaning.
  3. Enter the Cost, Date, and Notes as appropriate.
  4. Add Performed By and Vendor. For a Repair, select a Failure Category if known.
  5. Click Save and check the new item in the Activity Timeline.

Recorded costs contribute to Expense Breakdown. Logging a maintenance event does not automatically change the asset’s status or assignment.

Edit or delete maintenance

Section titled “Edit or delete maintenance”
Video walkthrough · 0:41Edit or delete maintenanceCorrect the work history and its recorded costs

Walkthrough of “Edit or delete maintenance”

  1. Find the maintenance event in the asset’s Activity Timeline.
  2. Click its pencil (Edit) control.
  3. Correct the details and click Update. Check the timeline and expense total.
  4. To remove an incorrect entry entirely, click its trash (Delete) control and confirm.

Deletion removes that maintenance entry and its cost from the asset’s history. Status and assignment events are history records; edit and delete controls apply to maintenance entries.