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Equipment

Assets - Project History

A Project History is a project history trail for a serialised equipment item.

Ribbon Access: Equipment/Locations > Assets

1. The Machine List for [] screen will display.

The Site and Status Filters

2. This screen will open by default with the Site filter set to All Sites and the Status filter set to All.
3. You do not need to select a Site or Status in this screen. However, if you wish to narrow your asset filter parameters, you can click on the drop-down arrows and select a particular Site and Status from the list.

Select Equipment Item to View

1. In this example, the Durban Site has been selected and the Status is set to Internal Assets.
2. Click in the row of the equipment item (machine) where you wish to view the Project History. The selected row will highlight.
3. Click on the Project History tile in the Links docking panel.

1. The Project Listing for equipment: [] screen will display.
2. Here you can view a list of all the projects to which this equipment item has been linked.

Project Ribbon Action Buttons

3. From here you can utilise the Project Listing screen Action buttons .

Project Functions Tiles

4. Select any of the Project Functions tiles to direct you to further information regarding a selected project.

Quick View Linked Work Orders

1. Click on the expand button in the row of a selected Project to view the Work Orders linked to that project.

Linked Work Order Processing

2. Right click in the row of a selected Work Order to display the work order Process menu.

From this menu you can action the following:

• Add a new Time Booking for the selected Work Order.
• Add a new Internal Service to the selected Work Order.
• Add a New Third Party Service Request to the selected Work Order.
• Add a Part Request to the selected Work Order.
• Close the selected Work Order.
• Complete the selected Work Order.