Adding and managing assets

Review an asset

When an asset is to be reviewed it will be sent for 'review'. Instructions for the review will be outlined in the review task and when the task has been completed the Asset manager will be advised.

Quick steps to action an asset review task:

  1. Go to the Task management component 
  2. Follow the instructions provided
  3. Select from the Task options provided
  4. Complete the required fields 
  5. Click Submit

Workflow

The Stage Navigation Bar displays where the item is in the workflow. When an asset has been assigned to you for review, it will be in the 'Review stage' of the workflow:


Form components

Action history A chronological list of the instructions and actions recorded to date within each stage of the workflow.
Task management Your options for reviewing the asset. 
Asset details Where you can view key information about the asset.
System event history A chronological list maintained by the system of all entries and linkages in the system relating to this asset.

Action history

This component displays the commentary by the assigned officers at each stage of the workflow and will include the instructions for the review.    

Hover over the date to display who recorded the note. 


Task management 

A asset has been assigned to you to review

 

Click on Go to asset to review the Asset details form, which will provide a full description of the asset.

Task Options

Complete review

Select this option when you have taken all action as per the task instructions. 

  • Reviewer comments - add details of action taken. These comments will appear in the Action history and will be helpful in informing others of what action was taken.
  • Additional Comments (optional) - use this field to add any additional comments relating to the review. These comments will appear in the Action history.

Make a progress note 

Select this option to record action taken to date. When you make a progress note and submit the form, the task will remain with you in the 'Review stage'. It will only move to the next stage of the workflow when you select 'Complete review'.

  • Progress note - add details of action taken. These comments will appear in the Action history and can be helpful in keeping others informed of what progress has been made to date in reviewing the standard.

Asset details

This component summarises the asset, its criticality, and related accountabilities. 


Submit/save the form

Once a task option is selected, click the Save/Submit button to save the form and complete the task. Note: The button language will change to 'Next' if you are also responsible for the next stage in the workflow.  

Select Create a related item if you want to create a separate linked item on another register when you save the form. A link between the two items will be displayed in each item's System event history.