Manage equipment and service records
Record your equipment and service dates, then manage changes and archived records.
Understand at a glance
After the first record, return to review or update when needed. Actions are not automatic.
Review and update when needed
Numbers show reading order, not actual progress.
Detailed instructions
In your workspace, open equipment and service management and choose Add equipment. Equipment name and location are required.
Optionally enter manufacturer/model, asset or serial number, acquisition date, warranty end and next service date. Set equipment status, add operating or service notes and submit.
Search Active records and review Service due and Warranty date passed indicators. Confirm actual warranty terms against your contract.
Use Edit & resubmit to change current information and Change history to review previous status, dates and notes. Editing this equipment record is not a content-review submission.
Archive record removes it from the active list; restore it from Archived records when needed. Request adoption consulting can pass the equipment name and model. Check responses in Requests & applications.
All detailed instructions are expanded for printing.
Before you proceed
- You manage equipment owned by your account. Linking a project does not automatically expand access to equipment or private materials.
- The equipment’s stored status and the record archive are different.
- This uses entered dates; it does not provide live equipment control, sensor monitoring, automatic service alerts or confirmed field-service dispatch.
Explore with pictures and screens
Choose a scene or screen to see the problem it addresses and what to check.
Operators and maintenance staff review equipment status, inspection findings and follow-up work to maintain a clear service history.
A fictional scene created for illustration.