The Asset Management Grid is the place to view and manage all your Asset data across all clients and see upcoming services.

Jump To Sections:

Filtering Asset Grids

Creating a Job From The Asset Grid

PPM Job Status


Filtering Asset Grids

At the top of the screen you will see breakdowns of your Assets based on All Assets, Services Due Today, Due This Week, Next 30 Days, Next 90 Days, Overdue, Completed Services or create a new PPM schedule by clicking on PPM Scheduler

Within the grid headers, you can filter based on keywords across all headings, including filtering based on the date range for Next Service.


Creating a Job From The Asset Grid

You can also quickly create a new Job directly from the Asset grid by filtering on the specific Client Name and Location and if there are active service records there will be a box just to the left of the Asset Name. Tick the box which will activate the Create Job button. Selecting this will take you directly to the New Job menu to create a service job for the chosen Asset(s).


PPM Job Status

The PPM job status column helps you to quickly identify the next service for any given schedule. The PPM Job statuses are:

  • Assign PPM Service to Job – This will display against the next required service for the Asset in question. Assets that fall under this status will also have a tick-box on the left-hand side, beside the Asset name, further highlighting which Asset Service is next due.

  • PPM In Progress – This will display if the Asset Service has been allocated to a job. Assets that fall under this status will also have a link in the Job Number column which can take you directly to the job if required.

  • Upcoming Service – This will display if the Asset Service in question falls under the timeframes selected i.e. 90 days etc but the service in question is not the next available service for this PPM.

Once the Asset Services are carried out the jobs grid will be updated accordingly.

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