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Performing an Activity on an Asset
Who is this article for?Users managing Asset records.
Asset Add Activities permissions are required.
Activities are specific instances of maintenance, configuration, or calibration that take place on an Asset.
This article outlines how to create and perform Activities on Assets.
A user should be granted both a Primary license and Admin-wide access permissions, to be able to edit activities assigned to other users.
1. Creating an Activity
To add an Activity:
- Go to the Assets module.
- Open the Asset record.
- Click Edit (Pencil icon).
- Switch to the Activity tab.
- Choose the Activity that needs to be performed.
- Click New (Page icon).
- Enter Activity details.
- Click OK.
- Click Save (Tick icon).
2. Performing an Activity
To complete an Activity:
- Open the Assets module.
- Browse to the Activity register.
- Click Edit (Pencil icon) next to the Activity.
- Update Activity details.
- Click Save (Tick icon).
1. Creating an Activity
To add an Activity:
- Go to the Assets module.
- Open the Asset record.
- Expand the Activity Type section.
- Click New.
- Update the information.
Only fill out the Results section if you're completing the Activity. - Click Save.
2. Performing an Activity
To complete an Activity:
- Open the Asset record.
- Expand the Activity Type section.
- Double-click the Activity listed.
- Update the Activity details.
- Click OK.
- Click Save.