1. Asset Tracking
  2. Who it's for
  3. Equipment service teams
Who it's for

Equipment service teams

An equipment service team needs a clear relationship between the asset, the requested work and the coverage used to authorize it. Similar equipment can have different service histories or warranty dates. Asset Tracking lets Maintenance Planner prepare the ticket while Maintenance Approver checks approved coverage against that exact work and its linked asset. Technician records the intervention before the result is inspected and accepted.

How Asset Tracking is set up for you

Clear assignments

A maintenance ticket carries its Technician and due date through the operating queue. Personal work views depend on the correct employee-to-user mapping.

Current eligibility

Review the warranty's approval state and date interval before authorization. A current record linked to another ticket does not establish eligibility for the work in front of the reviewer.

Useful history

Work logs and service certificates give the next reviewer context about the intervention and its recorded outcome. Parts usage explains the material consumed on the ticket.

An equipment service team needs a clear relationship between the asset, the requested work and the coverage used to authorize it. Similar equipment can have different service histories or warranty dates. Asset Tracking lets Maintenance Planner prepare the ticket while Maintenance Approver checks approved coverage against that exact work and its linked asset. Technician records the intervention before the result is inspected and accepted.

Choose a service case with an identifiable asset and a coverage record the team can inspect. Prepare the request and authorize it using approved dates that span today. Repeat with expired coverage and a mismatched ticket to rehearse the failed eligibility checks.

Have Technician record the work with its dates and description, then submit it for inspection. Maintenance Approver reviews and accepts the completed result. Open the service history and trace the certificate back to the original asset and maintenance ticket.

Agree how Parts Coordinator follows up when consumed stock reaches a reorder point. Purchasing and other external systems need their own connection setup. Use [Warranty to authorized work](/asset-tracking/processes/warranty-to-authorized-work) and [Work to accepted service](/asset-tracking/processes/work-to-accepted-service) together before expanding the process across the team's equipment list.

Features to start with

Roles on the team

Asset Manager
Maintains equipment identity, home location and operating state, and reviews accepted service history.
Maintenance Planner
Prepares preventive plans and maintenance requests with the assigned technician and due date.
Technician
Captures asset readings and work evidence and submits completed maintenance for inspection through the authorized commands.
Maintenance Approver
Reviews warranty eligibility, authorizes maintenance and accepts completed work for return to service.
Parts Coordinator
Maintains spare-part records and posts ticket-linked consumption through the controlled usage command.

Set up Asset Tracking your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started