Asset Maintenance

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Table of Contents

The platform can enable you to track maintenance details of assets.

Preliminaries

Before adding assets to Maintenance, they first need to exist under the Tagged Assets section.

You then need to customize the Asset Maintenance Data Capture fields so that you can gather the details you need about the assets being added to Maintenance.

There are several ways to add assets to Maintenance.

Asset maintenance from the web app

Option 1 – From the Tagged Assets page

Go to Manage Assets > Tagged Assets. On the table, select the assets then click on the Add To Maintenance button, fill out and submit the form.

Option 2 – From the Asset Check-in page

Assets that have been checked in, and are faulty, can be added to Maintenance from the Manage Assets > Check-in page.

On the table, select the asset then click on the Add To Maintenance button, fill out and submit the form.

Option 3 – From the Asset Maintenance page

Go to Manage Assets > Maintenance page. Click on the Add Manually button. On the new page, select the asset then fill out and submit the form.

Note – this option only processes one item at a time.

Asset maintenance from the smartphone app

On the iOS or Android app, go to Update Maintenance Records, then fill out the form.

If you have barcodes or NFC tags, you can scan them using the app. Alternatively, you can search for the asset.

Asset maintenance via automated workflows

Using Zapier, you can automate how asset maintenance records are added to your account. For example, you could edit a Google Sheet row, and have the data on that row automatically used to create an asset maintenance record.

You first need to set up a Zap trigger.

After that, choose the app Ventipix Asset & Inventory Manager, and the action Create Asset Maintenance.

Click on Continue, then authenticate your account.

In the step that follows, map data from your Zap trigger on to the fields that you want to populate automatically.

Proceed to then test the integration, and turn the Zap on.