View equipment history

Equipment history shows work and records linked to an asset.

Screenshot needed: Equipment list page with search results

Screenshot needed: Equipment detail page with recent tickets and documents

What this is for

Use history to understand past repairs, PM visits, documents, warranties, and customer context before starting new work.

Who uses it

Service engineers, office admins, sales engineers, and owners.

Steps

1. Open Equipment.
2. Search for the asset by name, serial number, customer, or model.
3. Click the equipment record.
4. Review details, recent tickets, PM visits, and documents.
5. Open any linked record for more information.

Important notes

Some sections appear only if your role can read that module.

Common mistakes

• Checking customer history instead of equipment-specific history.
• Missing older records because filters are applied on the list page.
• Starting a new ticket without checking recent open tickets.