Service History

In this section, you will learn about the Service History Detail View. Based on the selected asset, this view shows all the related service entries (previous and current). You can also create and delete multiple service entries, and open, save and delete attachments (e.g. calibration certificates).

View Service History Detail View

1. Click on the plus icon

to expand the selected row.

Service History Detail View

The Service History Detail View shows data in a tabular grid view, similar to Excel. You can search for keywords using the find panel, edit cells, resize columns, filter and group columns and customise the layout to suit.

Column Name	Data Type	Name	Description
		Row indicator	Indicates which row is focused
		Close	Closes the detail view and reverts back to the main view
		Link	Indicates that the record is linked to the main view
SERVICEID	bigint	Service ID	The unique service history record number
ASSETNAME	varchar(4000)	Asset Name	Drop-down menu based on the asset name in Options
MODEL	varchar(4000)	Model	Drop-down menu based on the model in Options
SERIALNUMBER	varchar(4000)	Serial Number	The serial number of the asset
DESCRIPTION	varchar(4000)	Description	Drop-down menu based on the description in Options
COMPLETIONDATE	date	Completion Date	The date the service entry was completed (e.g. calibration completion date)
NEXTDUEDATE	date	Next Due Date	The date the service entry is next due (e.g. calibration next service due date)
SERVICENOTES	varchar(Max)	Service Notes	Any notes or comments relevant to the service entry
SERVICEPRICE	decimal	Service Price	Service Price in the base currency
REPAIRPRICE	decimal	Repair Price	Repair Price in the base currency
CALIBRATEDBY	varchar(4000)	Calibrated By	Drop-down menu based on the users and suppliers
APPROVEDBY	varchar(4000)	Approved By	Drop-down menu based on the users and suppliers
BATCHNUMBER	varchar(4000)	Batch Number	A unique batch number used to identify a particular batch from a Job Number. Used in the Board, Calendar, Certificates, and Service History.
JOBNUMBER	varchar(4000)	Job Number	A unique work order number used to identify a particular task or a job. Used in the Board, Calendar, Certificates, Event Log, Overview, Service History, Messages and Shipping.
FILENAME	varchar(4000)	File Name	The File Name / Certificate Number of the uploaded attachment
DATECREATED	datetime	Date Created	The date and time the record was created in the database
DATEUPDATED	datetime	Date Updated	The date and time the last change was recorded in the database
ASSET_ID	bigint	Asset ID	The unique asset ID number
ASSETBARCODE	varchar(4000)	Asset Barcode	The unique asset barcode number
CUSTOMER	varchar(4000)	Customer	Drop-down menu based on the customers in Options
LOCATION	varchar(4000)	Location	Drop-down menu based on the locations in Options
CONDITION	varchar(4000)	Condition	Drop-down menu based on the condition in Options
STATUS	varchar(4000)	Status	Drop-down menu based on the status in Options
MANUFACTURER	varchar(4000)	Manufacturer	Drop-down menu based on the manufacturers in Options
ASSETTYPE	varchar(4000)	Asset Type	Drop-down menu based on the customers in Options
FILEID	bigint	File ID	The unique file ID number
FILESIZE	numeric	File Size	The size of the file/attachment in megabytes
FILELINK	varchar(4000)	File Link	A file path describing the location of a file

New Record

1. Right-click the service entry row to bring up the context menu and select Record -> New.

2. Click Yes to link the service entry or No to discard the link.

Delete Record

1. Select all the records you wish to delete and right-click to bring up the context menu and select Record -> Delete.

2. Click Yes to confirm the deletion.

Link Record

Whenever you create a new service entry, you can link it to the main asset. This allows you to make a change in the main view which will also apply to the linked service history entry in the detail view. For example, changing the next service due date in the main view will also change the next due date in the service entry. Please note: making a change in the service entry does not change the main view. You can only link one record at a time. By default, whenever a new service entry is created in Service Entry or Certificates, the service entry is automatically linked. Only an Administrator user account can manually link or unlink a record.

1. Right-click the service entry row to bring up the context menu and select Record -> Link.

2. Click OK to close the pop-up message.

3. The LINK column will display a linked icon to indicate that the service entry has been linked. Linking a service entry will also add the unique SERVICEID number to the asset's SERVICEID column in the main view.

Unlink Record

1. Right-click the service entry row to bring up the context menu and select Record -> Unlink.

2. Click OK to close the pop-up message.

3. The linked icon will be removed from the LINK column to indicate that the service entry has been unlinked. Unlinking a service entry will also clear the asset's SERVICEID column in the main view.

New Attachment

You can upload and save a PDF attachment to every service entry in the service history detail view (e.g. calibration certificate, service report, etc.). Note: The maximum file size allowed to upload is 5MB.

1. Right-click the service entry row to bring up the context menu and select Attachments -> New.

2. Select your file and click on Open.

3. The file will be uploaded and saved. Depending on the file size, this may take a few seconds. If successful, the FILE column will show a paper clip icon to indicate a file has been attached. The FILENAME, FILEID & FILESIZE column will also be updated.

Search Attachment

You can search for any saved attachment and attach it to a service entry.

1. Right-click the service entry row to bring up the context menu and select the attachment from the drop-down menu in Attachments -> Search.

2. If successful, the FILE column will show a paper clip icon to indicate the file has been attached. The FILENAME, FILEID & FILESIZE column will also be updated.

Clear Attachment

You can clear an attachment from a service entry. This just removes the file information from the service entry, it doesn't actually delete the attachment.

1. Right-click the service entry row to bring up the context menu and select the Clear button

from Attachments -> Search.

2. If successful, the paper clip icon will be removed from the FILE column to indicate that the attachment has been removed from service entry. The FILENAME, FILEID & FILESIZE column will also be cleared.

Download Attachment

You can download any attachment. Note: Your windows system default app is used to open the attachment, so make sure you have an associated file type set (e.g. Adobe Reader to open .pdf files).

1. Right-click the service entry row to bring up the context menu and select Attachments -> Download.

2. The attachment will be downloaded to your windows temp folder and opened via your default file type associated application.

Delete Attachment

You can delete any unlocked attachment. Note: Any reviewed PDF attachment created in Certificates will be locked and cannot be deleted.

1. Right-click the service entry row to bring up the context menu and select Attachments -> Delete.

2. Click Yes to permanently delete the selected attachment.

3. If successful, the paper clip icon will be removed from the FILE column to indicate that the attachment has been removed and deleted from service entry. The FILENAME, FILEID & FILESIZE column will also be cleared.