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Finance & Operations - Asset Management

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Add an "Active" toggle on the Maintenance Rounds

Similar to how the Maintenance Plans record has an "Active" toggle that you can use to determine whether maintenance schedule lines should be created, it would be nice if the Maintenance Rounds record had the same feature.
Guest 7 months ago in Finance & Operations - Asset Management / Maintenance Rounds 0

Develop feature for linear assets

Being able to register linear assets with associated reference points would allow better and more accurate information on work orders when dealing with assets that are defined by length (i.e., railroad tracks, pipelines, roads, etc.)It should be p...
Sarah Dahlbäck over 1 year ago in Finance & Operations - Asset Management / Assets 0

Print work order kit picklist

As a warehouse manager, I need a picklist when I prepare the work order kit(s) for pickup.
Alan Rashid about 2 years ago in Finance & Operations - Asset Management / Kitting 0

Enable filtering for Passed/Failed Maintenance Checklists

The "Result" field on the Work Order Maintenance Jobs form is not filterable for Failed checklists. This would greatly help with quick analysis of Checklists and which WOs should be revisited by management.
Guest about 2 years ago in Finance & Operations - Asset Management / Checklists 5 Already exists

Linking parent objects and work orders

When you have one parent object with many sub-objects there is no way to link these to a single work order. This creates tons of work orders cluttering up the planning board and work order lists. The idea is to have an additional option on when pl...
Guest 12 months ago in Finance & Operations - Asset Management / Maintenance Plans 0

Consolidated report for Checklist results.

Similar to Attributes View, have a report with the consolidated results of checklist, including asset number, type and other relevant information. For later analysis of the data, like results per site, or similar, when is not a fault or downtime, ...
Maria Maradey about 1 year ago in Finance & Operations - Asset Management / Checklists 0

Asset attachments - add hierarchy folder structure

Would like to add a folder/hierarchy structure for file attachment organization and use. We attach several files/year to single assets and would like to organize into something similar as a folder or header sections to better facilitate finding fi...
Chris Gerold almost 2 years ago in Finance & Operations - Asset Management / Assets 0

EAM CHECKLISTS

Currently you can only set the MAINTENANCE CHECKLIST validation of the WO Lifecycle state to YES/NO this means you have to process ALL checklists against the job before moving on. If you could attach specific Checklists to be completed at each WO ...
Chris Buter about 1 year ago in Finance & Operations - Asset Management / Checklists 0

AAM Kitting functionality improvements

Here are some recommendations to avoid the end users from having to add a bunch of extra steps and clicking between forms into their processes. See the attached red-lined pictures for suggestions. We can make the out of the box work, but these wou...
Leslie Day about 1 year ago in Finance & Operations - Asset Management / Kitting 0

Allow a description to be added to a follow up WO.

when creating a follow up now from a WO, it only add a 1 to the workorder # and adds follow up in the title. The planner has no idea what to do.
Bryan Martin over 1 year ago in Finance & Operations - Asset Management 1