Create rich asset profiles that allow you to track compliance and maintenance events over the lifetime of each asset. Define tagging and classification systems that comply with internal SOPs and can be used to refine, filter, and control your asset management processes.


Powerful reporting tools can be used to gauge service performance and costs over time. From these reports, your quality compliance team can leverage data trends to inform decisions about scheduling service events, reducing capital spent, and optimizing instrument performance.


There is a view of the Maintenance Tab in the Asset Information screen.


The dates in the columns are as follows:

  • Last Service = The Completion Date from the last completed asset service record.

  • Service Due = The Next Service Date from the last completed asset service record. If there is no completed asset service record linked to the maintenance plan (i.e., no record is in the History tab of the asset and linked to the maintenance plan), it will show the forecast date (initial service date).

  • Current Service = The new asset service record submission date for the order the asset is currently onIf there are no service records and no initial date set, a message "Initial date not set" will be shown.


Service Agreements section displaying all service agreements associated with the asset.

Lifecycle reports are used to track asset depreciation and cost over time. You will be able to easily compare your costs with the model average. This information will reveal appropriate asset retirement-- saving your company time and money on repairing a depreciated unit.


Asset History

The Asset History shows you all asset records and service intervals together with assigned Maintenance Plan, Service Capabilities, Order number and status.

Reference Standards

Assets can be registered as tools (reference standard, environmental sensor, control environment & scientific instrument) directly from the Asset Manager. Learn more about Asset (ROLE) here.


Service Managers can add attributes at the asset level for their internal assets or their client's assets. This will allow you to capture the necessary information about the asset and how it is used.  This information can then be used to influence service requirements and will be displayed on relevant service order fulfillment screens. These attributes can be configured for each asset independently via configuration in the Asset Manager or can complement attributes configured for the product models in the Product Manager.  

Learn more about Asset Attributes here.

Asset Changes

The changes made to an asset will be visible when you open an asset's information page. It's an available information that can be used to monitor specific asset changes & approvals (i.e., add, edit & delete). Learn more about Change Management here.


You will be able to view asset performance graphs after the asset is serviced and calibration data is collected.

Asset Specification

Existing product specifications are available to be assigned to an asset and can be viewed in the Specification tab of the Asset info. Learn more about Creating a Product Specification here.