Keep your tree-care equipment records current. You can add and update asset details, review compliance and usage information, keep inactive assets out of your active list, and record defects with descriptions, severity, photos, reporters, and resolution details.
Open Assets from the main navigation. The Assets page provides these actions:
You can also open the defects list from the Assets area to review all reported defects.
The active list is sorted by asset number. On a phone or smaller screen, assets are presented as cards instead of a full table.
The asset image is optional. If you enter a charge-out rate, it is used for the displayed cost calculation. If the charge-out rate is zero, the displayed cost uses Weekly Rate divided by Hours Per Week, then applies the Cost Multiplier.
Select an asset from the active or inactive list. Its record is grouped into:
Use the Defects tab to review defect descriptions, type, reporter, photos, status, and resolution date. Use Inspections to review recorded inspection information, including date, reporter, kilometres, and hours. Select the print option when you need a printable view.
Asset number and label remain required when saving. If the assigned Fleet Manager has since been deactivated, the existing manager remains available while you edit the asset.
To make an asset inactive, open it, select Edit, change Status to Inactive, and select Update Asset. It then leaves the active list and appears under Inactive Assets.
To reactivate an asset:
The asset returns to the active list. Inactive assets can still be opened from the inactive list, and their details and history are retained.
Deleting is not a substitute for making an asset inactive. An asset with defects or inspection history cannot be deleted; keep it inactive when you need to preserve that record.
The new record is saved as Open. It appears in the all-defects list and in the asset’s Defects tab. The asset’s recent-defect summary is refreshed using up to the three most recent open defects.
The existing photo is kept unless you replace it or remove it. To remove it, clear the photo in the edit form before saving.
To resolve an open defect, use the resolve action in the asset’s Defects tab. The defect changes to Resolved and records the resolution date and resolver when available. Resolved defects remain in the record for review.
No. Both Asset Number and Label are required.
Only users with the necessary management and writing permissions can delete an asset. Deletion is blocked when the asset has a defect or inspection history. Make it inactive instead to retain its history.
The asset and its defect history are retained. The asset is simply removed from the active asset list until it is reactivated.
New defect forms list active assets. If an existing defect belongs to an asset that later becomes inactive, that asset remains available when editing the defect.
Yes. A photo is optional when reporting a defect and can be replaced or removed when editing it.
Your access settings determine whether you can view or make changes. If you can view but not write, the record remains available for review but editing and adding actions are unavailable.
You may have view-only access to the Assets area. Ask an administrator to review your access. You can still open records that your access allows you to view.
Check that Asset Number and Label contain values. Also check that numeric fields such as usage, current kilometres, current hours, service due, and service threshold are not negative, and that the selected asset class or tracking unit is one of the available options.
Confirm that you selected an asset and a reporter, and entered a description. A reporter must be a real staff member. If the photo causes an error, try a different image and submit again.
New forms show active assets and active staff. If you are editing an existing record, its current inactive asset, reporter, or Fleet Manager is kept available. If the item is missing in another situation, ask an administrator to check whether it has been removed or whether you have permission to view it.
Check that the defect was marked Resolved, not just edited. Resolved defects remain in the history, but the asset’s open-defect severity and recent-defect summary are refreshed from open defects.
Financial details are restricted to users with financial viewing permission. This does not prevent you from viewing the asset’s non-financial details or managing defects when your other permissions allow it.