How to Set Up a Maintenance Register for an Asset

✔ Available on all subscriptions

 

Instruction Guide

 

  • Step 1: Navigate to “Assets” and choose “Maintenance Register.”
  • Step 2: Click “Add New” and select the asset from the dropdown menu.
  • Step 3: Add brief asset details and choose the type (e.g., Calibration, Emergency Preparedness).
  • Step 4: Select the workplace and branch where the asset is registered.
  • Step 5: Select the Task Owner, click Employee or User Group, then pick a name from the dropdown.
  • Step 6: Enter the maintenance due date and set the frequency (for recurring tasks)
  • Step 7: Set the advance notification (Optional).
  • Step 8: Add a clear Reminder Message (what needs to be done).
  • Step 9: Attach any supporting files if needed.
  • Step 10: Click the link forms (Optional)
  • Step 11: Click “Save”

 

If the Asset Module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

 

Walkthrough Guide

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