Resources and assets: assignment and custody
Equipment, vehicles and keys require different information. Assess the cycle with the person responsible.

Inventory and use
Identify the resource and its status; check who it is assigned to and what to record on handover or return.

Test a service change
Select equipment and a key, review assignment, a change of custodian and return. Information may vary by resource.

The process and its conditions
Vehicles and maintenance
Confirm available data, assignments and maintenance. GPS, telemetry and predictive maintenance are not assumed.
Operations and purchasing
The manager needs to know what is available to use and what needs replenishing. Check what relationship exists and what requires manual management.
Answers about Resources and Assets
Which plan includes it?
Included in Autónomo and Business. Areas organise the product presentation; they are not sold separately.
Who can use it?
Designed for resource managers. Access is defined by roles and configuration.
Which conditions should be clarified?
Scope differs between equipment, vehicles and keys. Telemetry and predictive maintenance are not promised.
Related content

Service orders: an assignment with context
Define the work, assign it and retain information to review closure.

Purchasing
Requesting materials without context makes costs harder to control.

Jobs with a starting point, an owner and a close
For preventive and corrective maintenance that needs to retain the context of the request, work and review.
Let us talk about how you work
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