The daily goal of Asset Checks is simple: get as many assets as possible into the Operational status. The system moves each asset back into Due today when its next check falls due.
How to open the Checks screen
In the left menu, go to Assets > Checks. The screen opens on the checks due today.
As a Team Member / Patroller level user, you see the tasks assigned to you for today — click Complete on a row to complete the Asset Check.
The four statuses
- Due today — checks that fall due today. The daily routine: a manager or dispatcher assigns each check to the relevant team member; as they're completed the list shrinks.
- Operational warning — checks completed with issues that need attention.
- Not operational — assets whose checks failed badly enough that the asset is out of service.
- Operational — everything checked and healthy. This is where you want everything by the end of the day.
Treat Operational warning and Not operational as remediation task lists — work to be done to fix issues and bring assets back to Operational.
Filtering the list
Use the filters across the top to narrow the list by Area, Asset type, Check group and Department (it defaults to your departments), or search for an asset by name or ID.
Searching past checks — an asset's check history
Every completed check is kept against the asset. To review the history for a single asset, lift or trail:
- In the left menu, go to Configuration > Assets.
- Find the asset (use the search box or the Area / Type / Department filters).
- Click History on the asset's row.
The Asset Check History screen lists every completed check — the date, who completed it, and how many steps passed or failed. From here you can:
- Switch the date range between Last 7 days, Last 30 days, Last 12 months or a Custom from/to range.
- Click Details on any row to see the full record of that check, including each step's result and any notes made at the time.
- Print the history or Download it as a CSV file using the buttons at the top right.