View Asset History

Several types of historical activity are recorded on assets.The first four types of activity recorded are available from the Asset History tab described below.

  • Asset Work Order History — tracks work orders generated for the asset

    See the Work Orders sub-tab article for more information.

  • Asset Predictive Problems History — tracks predictive maintenance records created for the asset

    See the Predictive Problems sub-tab article for more information.

  • Asset Location Change History — tracks location changes recorded for the asset

    See the Location Changes sub-tab article for more information.

  • Asset Downtime History — tracks each recorded instance of downtime

    See the Downtime sub-tab article for more information.

In addition, Maintenance Connection maintains a history of important changes made to the primary asset file.Each time information is changed on the Asset Details or Meter page, records are created to document these changes.These records provide an audit trail of changes made.Users who are members of an access group with permission to view the audit trail can view this history.

To view the history of changes made to an asset:

  1. Navigate to the asset you want to be view.

  2. Access any tab other than the History tab.

  3. Click the History button.

    The History dialog box displays, listing the history of change for the asset.The Asset ID is displayed in the top-right of the dialog box.

    Note:

    A check box is available in the lower-left of the dialog box to enable or disable history tracking.Only users who are members of an access group with permission to alter this setting is able to change it.

    The History Summary in the upper-right corner lists each change recorded for the asset.The history is displayed in reverse chronological order.The columns in the History Summary display the following information:

    • The Record column identifies the asset.

      Since you are only viewing an individual asset, the values is the same for each row displayed.

    • The Action column indicates the type of change.

      For example, an edit would list Changed, whereas an initial creation of a record would indicate Created.

    • The User column indicates the user that initiated the change.

      If the change was automatically generated, the column will list Maintenance Connection as the user.

    • The Date column indicates the date and time of the change.

    The detail for the highlighted change is displayed in the History Detail box in the lower-right part of the dialog box.If multiple fields were changed, there is multiple records displayed in the detail area.

    Each detail record listed displays the field that changed, and the values before and after the change.

    To view the details of a different history record, highlight the record in the History Summary box.The details of this record are displayed in the History Details Area.

  4. To access additional pages of history, click the page navigation controls at the bottom of the History Summary Area.

  5. To print the history detail of a particular transaction, click the Print button.

    The Print dialog box for your operating system displays.Click Print and the content displayed in the History Detail Area is printed.

  6. To exit the History dialog box, click the Close button.

    Once you have accessed the History dialog box, you can use the available controls to view history on the whole module, or another module.The View All module History link above the History Summary displays all changes made to the Asset module.The modules displayed in the left allow you to view history on other modules.

    The User History feature provides a history of record changes from the perspective of the user.