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Linking Equipment Record with Job History

10 min. readlast update: 12.03.2025

Once you have created your required Scheduled Maintenance, you will also be able to attach all the required equipments meant for the maintenance task. With this you will be able to easily track the movement of the equipments as well as view the complete transaction/service history of each of the equipments.


You may click on these links here for quick access for each of the subtopics:



Asset Details

You will have access to the Asset Details page, where you can see the details for the specific assets. With this, you will be able to know what is the status of the asset, the warranty status, and any relevant details that was input by your team. In this Asset Details page, you will also find details on all updates made by all the technicians who had been assigned to the asset. 

Through this page as well you can find all reminders set to this asset, as well as setting and attaching new reminders to it. This will allow your technicians to always get notified on any important reminders such as Warranty Expiry, Renewal, Asset Maintenance and so on.


In order to access the Asset Details page, you will need to ensure that the specific asset has already been added into the system (on how to do this, visit this page for more guidance: How to Add a New Asset | How to Import New Assets).


Registering New Asset While Creating Job or Site/Customer

From the Job Creation Page

  • Click the “+” button to create new Job.
    *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Job.

     

  • Select the Job Category.

     

  • Click the “+” button for asset.

     

  • Click the “+” button, you may need to request permission or help from your Admin to register new Asset.

     

  • Select the asset category.

     

  • Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

    Term Definition
    Category Indicates the type of asset
    Status Indicates Current status of the asset
    Warranty Start Date The date when the warranty period for the asset begins
    Warranty End Date The date when the warranty period for the asset ends
    Serial No* Unique code assigned to the asset by the manufacturer
    Model Specific model code of the asset

    *Note: Fields marked with an asterisk ( * ) are required.

     

  • Click the “Save” button.

     

  • The new asset is saved successfully when this prompt appears. You may continue with creating new Job.



 

From Customer Detail Page

    1. At the mobile app’s navigation bar, go to “Customer”.

       

       

    2. Click on the “+” button to add new customer.

      *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Customer.

       

       

    3. Click the “+” button for asset.

       

    4. Click the “+” button, you may need to request permission or help from your Admin to register new Asset.

       

    5. Select the asset category.

       

    6. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

      Term Definition
      Category Indicates the type of asset
      Status Indicates Current status of the asset
      Warranty Start Date The date when the warranty period for the asset begins
      Warranty End Date The date when the warranty period for the asset ends
      Serial No* Unique code assigned to the asset by the manufacturer
      Model Specific model code of the asset

      *Note: Fields marked with an asterisk ( * ) are required.

       

    7. Click the “Save” button.




       

    8. The new asset is saved successfully when this prompt appears. You may continue with creating new Customer.



Once the assets are in the system, you can head to the Main Navigation menu, and go to the Asset List page:



You may also go through this page for more information and guide on our Asset List page: What is Asset List

 

Look for the asset that you wish to view and click on the expand button on the right to view the Asset Details page in a new tab.

 


 


You will also be able to perform different actions for the specific assets once you are in the Asset Details page by clicking on the 3-dot icon on the top right corner of the Asset Details page. Based on your settings, you may be able to Edit the Asset, Update the Status of the Asset, Create and View the QR code for the asset as well as Create a Public Form related to the Asset.




Asset History

Our Caction platform allows Admins and Technicians to be able to see, track, and monitor the movement of the assets, from whether it was attached to a job, or removed from a project, or included in a Digital Form, and more. You can access the complete history of the asset whether you are at the comforts of your desk at the office or while you are on-the-go from site to site!


The filter options will allow you to control what type of asset history you would want to see, from Customers/Sites, to Projects, to Jobs, to all the different Digital Forms that you have available in the system. You can also use the filters to see what kind of movements was done to the equipment, whether it was attached to something, or if it was removed from anything. 




This will be useful for if you have the need to track the movement and the ins-and-outs of your equipments as well as see if the assets are being used properly for all the different tasks assigned to the technicians.

 


Asset QR 

With all the movements of equipments around all the different customer, job, and projects, you will also be able to generate and share QR codes via the mobile app ensures that users can manage and view the details of the asset without having the need to go through the process of searching for the assets manually in the app.

The Equipment QR can be generated through both desktop and mobile app version of our Caction platform, allowing faster workflows between users, as well as better distribution of the forms while the users are on-site.

To generate a QR code for an asset using the Caction Mobile App, follow these steps:

  1. Open the Caction Mobile App and click on the “Home” page.


  2. Click on “Asset”.


  3. Select the asset for which you want to generate a QR code.


  4. Click the three dots icon.


  5. Click “Generate QR Code” to create a QR code for this asset. - Note: If you don’t see this option, please contact your admin to request permission.


  6. Choose the “Template” you want, which refers to where the company logo will be placed in the center of the QR code.


  7. Once you see a “Success” prompt, it means that the QR Code for this asset has been generated successfully.


You will be able to create and attach QR code to a specific asset, which will then allow users to easily scan the QR code using the Caction QR Scanner, and the app will bring the users directly to the Asset Details page on the app itself.

  1. Open the Caction Mobile App and click on the “Home” page.


  2. Tap on the QR Scanner button to activate the Caction QR Scanner.
  3. Scan the QR Code attached to the asset.


  4. Once scanned, the QR Code will bring you to the specific Asset Details page in the Caction Mobile App.

 

On how to setup the QR codes for the assets, you may visit our guide here for more information: 
How to Generate and Share QR Code For Public Form? | How to Generate and Share QR Code for Public Form on Mobile App?

 

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