In this article:
Learn how to complete a Review task for an asset in Logiqc, from opening the asset through to submitting your findings.
Reviewing an asset means checking that its details, related documentation, and maintenance are still adequate, and looking at any incidents or repairs that might affect whether the asset should be kept, serviced, or replaced. Once you have checked the asset, you record what you found and either complete the review or leave a progress note to pick up later.
The asset needs to be reviewed, and you have been assigned a task to complete in connection with this review. The review is usually delegated to you by the Asset manager, with task instructions describing what needs to be done.
Q: What permissions do I need to review an asset?
A: You need the Review Governance register items permission. The minimum licence type required is Action.
Q: What if I have only completed part of the work?
A: Select Make a progress note. The task will remain with you in the Review stage and will only move to the next stage of the workflow when you select Complete review.
Before you start
Check the following:
- You have a Review task assigned to you in Logiqc.
- You have the Review Governance register items permission (minimum licence type required: Action).
- You have checked any related documents, incidents, repairs, or maintenance records that may affect the review.
Step 1: Open the asset
Open the asset from your task list, or navigate to it from the Asset register.
Navigation path
Select Governance from the left-hand navigation.
Select Assets to open the Asset register.
Select the asset you need to review to open it.
Select Go to asset to open the Asset details page and check that the description of the asset remains accurate and that the related documentation and maintenance schedules are still adequate. Checking related incidents and repairs is a good way to gauge whether disposal and replacement are required. After completing the task, sign it off as complete and describe the action taken, or make a progress note and come back to finish it later.
Step 2: Review the action history
A list of actions taken at each stage of the workflow, along with any comments provided by users.
Each row shows the action taken at a workflow stage, with any comment the user added alongside it.
Step 3: Complete the Review task
This component displays your instructions and the options you have to complete the task or make a progress note.
Your task instructions and options in the Task management component.
Complete review
- Reviewer comments: add details of the action taken. These comments appear in the Action history and help inform others of what was done.
- Additional comments (optional): add any further comments relating to the review. These comments also appear in the Action history.
Make a progress note
- Progress note: add details of the action taken to date. These comments appear in the Action history and help keep others informed of progress made in reviewing the asset.
Step 4: Review the Asset details summary
This component summarises the key information about the asset recorded on the Asset details page, so you have it to hand while completing your review.
Key details about the asset sit alongside your task, so you can complete the review without opening the full Asset details page.
Step 5: Submit the task
The green Submit button saves your changes and progresses the item to the next stage of the workflow, unless you chose Make a progress note, in which case the task stays with you.
Saves your changes and progresses the item to the next stage, unless you chose Make a progress note, in which case the task stays with you.
Select Create a related item if you want to create a separate linked item on another register when you save your changes. A link between the two items is displayed in each item's System event history.
Step 6: Review the system event history
A chronological record maintained by the system of entries and changes made to the page, including links to any related items created by users.
Select the + control on the right to expand the line item and see more information.
Each line carries its date and author, and the + control on the right opens the full detail of that change.
What happens next
The asset returns to the Asset manager
Once you complete the review, the asset returns to the Manage stage for the Asset manager to decide what happens next.
Your task is complete
Your Review task closes and your comments are recorded in the Action history.
To keep going, see: