Store maintenance information, equipment history, and meter readings for the assets around a property or a suite all in one place. This guide will cover everything you can configure and store in Activate's work orders module.
The equipment tab
Use this tab to keep a record of all of the major assets around your building. You can search by name or category or use the filters to narrow down your view to specific equipment. You can also export as a .csv whenever you need.
In settings, you can add categories and locations, just like service requests. It’s a good way to keep your equipment organized.
Add equipment
To add a new piece of equipment, use the Add equipment button.
Enter a name, category, location, and status. You can also add equipment-specific information, install and warranty dates, notes, and any attachments, like photos or documents.
An important setting is meter readings. Click + add meter reading to choose the units for the reading and set up an escalation notification—you can create automatic push notifications or emails for readings that are greater, less than, or outside the accepted range. Admins and teams associated with the category will get a notification when something moves outside of that range.
If you have technical documentation you want to make available, you can click + add hyperlink for online resources or add an attachment like a PDF manual.
Once you’re done, click Submit.
When you click on a piece of equipment, you’ll see a history of regularly scheduled tasks and a list of service requests related to the equipment. It’s a great way to check open and pending work, but also to see a record of all the maintenance that’s been performed over time.
Meter readings
You can view and record meter readings for your equipment in Activate. Meter readings can be a part of a preventive maintenance task or performed ad hoc—both will show up on the equipment profile as a historical record.
To see meter readings for a piece of equipment, click into the equipment and choose the meter readings panel. Expand a reading to see a history of readings for that category. You can export the log, or you can edit or archive specific readings by clicking the actions dropdown.
To record a new reading, just click + record meter reading at the top.
Attaching equipment to requests
Some service requests might come through not associated with a piece of equipment. If you attach them to that equipment, the requests will become part of that equipment's history of work in the equipment profile.
To add equipment to a service request:
- Go to service requests
- Click into the request you need
- Click the equipment panel
- Click the edit button
- Click + add equipment
- Choose a category and piece of equipment, then save.
You can add as many as you need to a single request.