In FieldEx, inspection checklists can be configured to update an asset’s status and meter reading automatically based on technician input. This ensures that field inspections keep your asset database accurate, without needing separate admin steps.
This article explains:
How to enable status and meter reading updates inside a checklist
What technicians see during the inspection
Where to find updated data in the system
Enabling Asset Status and Meter Updates
Path: Settings > Workflow > Checklists > Open Checklist > Details Tab
Select or create the checklist
Enable Update Asset Status if technicians should be allowed to mark the asset as “Operational,” “Needs Repair,” etc.
Enable Update Meter Reading if technicians will input usage hours, mileage, or other interval-based metrics
Select whether you would like these updates before or after checklist completion
Click Save to activate these settings
Tip: These updates are pulled directly into the asset record, no need for the technician to visit a separate screen or module. |
What the Technician Sees
When the checklist is opened during a job or task:
The final section includes Asset Status and/or Meter Reading input fields
Technicians select the new status from a dropdown (e.g., “Needs Repair”, “Operational”, “Retired”)
They enter the updated meter reading manually (e.g., “5231 hours” or “89,440 km”)
On submission, the data syncs to the asset profile in real time
Where Planners Can Review Updates
After the checklist is submitted:
Path 1: Jobs > Open Job Order > Checklist Tab > View Checklist
Path 2: Assets > Select Asset > History Tab
You can see:
New Asset Status with time-stamp and technician name
Updated Meter Reading logged as part of the inspection event
Common Use Cases
Vehicle PM: Update mileage reading and mark unit as “Due for Service”
Generator Inspection: Log hours used and flag asset as “Needs Repair”
Rental Return: Mark asset as “Ready to Rent” or “Requires Cleaning”