Overview: Asset Status and Maintenance Plans

  • Qualer tracks asset status based on their assigned maintenance plans, which define each step and interval to ensure quality compliance according to your SOPs.
  • The asset status on the left side of the Asset Manager helps track and filter instruments that need service, are scheduled for service, or have recently been serviced.
  • Many folders have a timeframe filter beneath the title, allowing you to adjust the range for each filter.


Service Requirements:

  • Past Due: Assets that have exceeded their maintenance task recall date without completing the required service. Note: If an asset has multiple overdue tasks, it will appear multiple times in the "Past Due" folder.
  • Due for Service: Assets approaching their recall date, based on the filter settings or advanced recall parameters set in the Maintenance Task.
  • Service Scheduled: Assets that are part of an open work order.
  • Recently Serviced: Assets that have been serviced within the timeframe set by the filters.



Asset Life Cycle:

  • Recently Purchased: Assets with a purchase date within the set timeframe, as found in the "Lifecycle" tab.
  • Warranty Expiring: Assets nearing the expiration of their registered warranties (tracked in the "Warranty" tab).
  • Due for Replacement: Assets nearing the end of their lifespan, as configured in the "Lifecycle" tab.
  • Out of Service: Assets are moved to an out-of-service state by retiring them in the "Lifecycle" tab.

Vendor Agreements:

  • Agreement Expired: Assets linked to expired agreements.
  • Up to Renewal: Assets linked to agreements nearing expiration.
  • No Agreement: Assets not linked to any agreements.

Orphaned Assets:

  • No Maintenance Plan: Assets that have not been assigned to a maintenance plan. Assign a plan in the "Maintenance" tab of the Asset Info pop-up.
  • No Service Records: Assets with no service history in Qualer or assets that do not have their service history uploaded.

Change Management:

  • Added: Assets with new service records or modifications related to the service plan.
  • Deleted: Service records that have been removed from the system.
  • Modified: Service records that have been updated, either manually or through system actions.