Asset Management
Manage asset assignments and maintenance
Keep each asset’s custody and maintenance records together.
Before you begin
Locate the asset in the register and confirm its identity before changing custody or recording maintenance.
Manage asset assignments and maintenance
Open the Asset register and select or create an asset.
Review the asset’s details and current assignment.
Use Assignments to manage custody and Maintenance to follow maintenance activity.
Use Asset reports for an overview of the register and related records.
Key concepts & fields
| Concept | What to know |
|---|---|
| Asset register | The list of individually managed assets and their details. |
| Assignment | The custody record showing who or what the asset is assigned to. |
| Maintenance | Maintenance activity recorded against the asset. |
| Asset reports | An overview of assets and related records; verify the source record when investigating a figure. |
Troubleshooting
The custodian looks incorrect
Open the asset and review its current assignment before creating another assignment.
Maintenance is missing from a report
Check the report filters and the maintenance detail record.