Asset Custodians
Handle asset setup, status updates, inspections, and preventive maintenance.
By Faith1 author33 articles
Introduction to FieldEx and the Role of Asset Custodians
Understanding asset accountability in FieldEx.
What is FieldEx and Who is an Asset Custodian?
Key Concepts: Assets, Custody, Condition, Location
Asset Movement and Location Tracking
Monitoring asset transfers and locations.
Mobile Scanning to Update Location or Status
Requisition & Consignment Approval process
Managing asset requests and approvals.
What is a Requisition vs. Consignment?
Raising Asset Requisition Requests
Raising Asset Consignment Requests
Approval Flow
Approval Workflows: How to Setup
Creating Inventory Transfers
Download Requisition & Consignment Note PDF
Audit Trail and Accountability
Monitoring and Managing Asset Condition
Tracking asset health and alerts.
Recording and Updating Condition
Submitting Inspection Feedback
Lifecycle and Inspection Management
Overseeing asset lifespan and inspection schedules.
Assigned Checklists and Inspection Tasks
Triggering Corrective Actions Automatically
Integrating Meter Readings During Inspection
Transfers, Verification, and Audit
Ensuring accurate asset handovers and audits.
Creating Transfer Requests
Approval Workflow for Transfers
Using QR Scanning for Quick Audi
Audit Trail and History View
Asset, Contract, Site and Recurring Maintenances
Managing maintenance across assets, contracts, sites, and recurring schedules.
Choosing the Right Maintenance Type
Creating a Maintenance Plan
Managing and Editing Maintenance Plans
Tracking Maintenance & Compliance
Scheduling Logic & Job Generation
Adding Assets & Automation
Adding Sites to a Plan and Managing Site Visits