Submitting asset review details for evaluation

The asset review detail will have assets selected for review based on the setup previously defined in Building the asset review detail on an asset review record.

  1. In the Asset Company, select the Asset Review Detail tab.
  2. Select the asset review that you want to update and click Asset Review Detail.
    When inspection and any necessary maintenance has been performed on the asset record, the asset review detail record is moved to a Reviewed status.
    1. Select rows to move multiple assets to the reviewed status with a single action.
    2. Use the Update review code to assign a review code to multiple records to detail action taken or other detail to be documented in the review cycle.
  3. Click Submit For Approval to submit reviewed records or click the drill down button and select Mass Submit For Approval.
  4. Click Approve a work item is created and a notification email is sent.
    The approver should approve or reject the work item in the Inbasket or through the notification email.
  5. If the record is approved, a Review Complete status will appear.
    If the record is not approved, the status will revert to Not Reviewed.
  6. If all reviews have been completed, navigate back to the Asset Review tab of the asset company and click Close Review.