How to review an asset

Why did I get a task to review an asset? 

The asset needs to be reviewed, and you have been assigned a task to complete in connection with this review.

What do I need to do?

To review a risk, click on 'Go to asset' to navigate to the Asset details form and check that the description of the asset remains accurate and that the related documentation and maintenance schedules are still adequate. Checking the related incidents and repairs is a good way to gauge if disposal and replacement is required. 

After reading the instructions and completing the task, click on 'Sign off task as complete' and provide a description of the action taken. Alternatively, you can make a progress note and come back to finish the task later.

Learn how to do this in the Task management section below.

In this article

Click a link below to learn more about each section of the Action form in Logiqc.

• Action history
  A chronological list of the actions to date within each stage of the workflow.
• Task management
  Complete the task assigned to you or make a progress note. 
• Asset details
  Key information about the asset.
• Submit
  Submit or save the form.
• System event history
  A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.

Action history

A list of actions taken at each stage of the workflow, along with any comments provided by users.   

Hover over the date to display who recorded the note. 

Task management 

This component displays your instructions and the options you have to complete the task or make a progress note.

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 key information about the asset recorded on the Asset details form

Submit 

The green Submit button will save the form and progress the item to the next stage of the workflow unless you chose Make a progress note in which case the task will remain with you.

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.Go to top

System event history

A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.

Click the '+' control on the right to expand the line item to see more information. 

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