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Asset Usage

Owned by Former user (Deleted)
Last updated: Jul 30, 2024 by Richie Rowe
4 min read

USAGE

Video: Asset Usage Overview

Usage readings can be entered for assets based on specified units such as hours or kilometres. This can then be used to determine when a maintenance task is due.

Administrators can:

  • View asset usage readings

  • Add or edit usage readings

  • Delete asset usage readings

  • Manage usage readings

View Asset Usage Readings

To view all usage readings, from the Asset Register page:

  1. Click the 'Usage' page

  2. All usage readings for all assets will be listed

     

Add Usage Task

Video: Add Usage Reading

 

Adding new usage readings for an asset can be done from either:

  1. The Asset Admin page
    To learn how usage reading can be entered via the Asset module refer to the Asset Register in this user guide for more details. 

  2. The individual Asset Usage page
    For more information about using an individual asset usage reading refer to the Asset Usage Reading below.

  3. Or via an Inform form record

    For more information about using Inform form records for entering usage readings please refer to Create a New Form - Admin

Adding Asset Usage via the individual Asset Usage page

Usage readings can also be entered from the individual Asset Usage page or from the overall Usage page. In either case, the steps are the same.

To add a new usage reading:

  1. Click 'Add New'

  2. Complete all relevant fields (Refer to 'Definitions of Fields' below)
    The details captured for each usage reading task may vary slightly between each system configuration. Fields marked with * are mandatory.

Definition of Fields
There are a range of filters that can be used to classify each usage reading. These can assist when filtering or sorting assets and most can be edited via the Settings tab.

Asset

When creating a new usage reading from the Usage, the individual asset to have the reading applied to needs to be selected. This step is not necessary when creating the reading directly from the asset itself.

Reading Value

Enter the reading value

Note: the usage reading is set in the asset admin page

Taken on

Enter the date the reading was taken

Reported by

Select the name of the person that reported the reading

  1. Click 'Save' to create the reading

 

Usage Readings Flow On

When a usage reading is entered via the Usage Page, this reading will flow through and update the reading within the asset itself. This will in turn update any maintenance tasks based on usage and mark them as red (due) where relevant.

In the same way, any asset usage readings that are entered in the asset itself or as part of a maintenance task will also be listed on the Usage page.

Edit and Delete Usage Reading

Edit Usage Reading

To edit a usage reading, from the Usage page or from the individual asset Usage list:

  1. Use filters to locate the required reading

  2. Click 'Edit' to the right of the reading

     

  3. The usage reading details page will open. Refer to the 'Definitions of Fields' above to edit fields as required

  4. Click 'Save' to save changes

Delete Usage Readings

To delete a usage reading, from the Usage page or from the individual asset Usage list:

  1. Use filters to locate the required reading

  2. Click 'Actions' to the right of the reading

  3. Click 'Delete' from the drop-down list that appears

  4. Click 'Delete' in the pop-up box that appears to confirm

  5. The reading will be deleted

Reporting from the Usage Page

A standard Excel list report is available to display asset usage readings. Reporting on usage readings for an asset can be done from either the individual Usage page or from the overall Usage page. In either case, the steps are the same.

To generate a report, from the Usage page:

  1. Click 'Show Filters'

  2. Use filters as required to locate the relevant usage(s) required in the report

  3. Click 'Filter'

  4. The lower half of the screen lists out search result. These will be reflected in the report

  5. Click 'Excel Export'

     

  6. In the Excel report, sort and manipulate the data or merge the data with other reports as required

  7. Save the report

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