Managing asset alerts

Summary

Asset alerts allow users to report issues during inspections so that appropriate personnel can be notified and take action. Administrators can then update the alert, log repairs, change asset statuses, and ultimately resolve and archive the alert—all while maintaining a complete history of the asset.

Instructions

Users can set alerts during inspections to notify asset administrators. Once an alert is posted, it will appear on the home screen and in the Alerts tab. Administrators can manage the alert by adding comments, logging repair events, and changing the asset status.

Managing an Asset Alert

Navigate to the Assets tab on the alert panel or go to Assets → Alerts.
Click on the alert you wish to manage.
Click Add Comment to:
- Enter a status update or message.
- Attach relevant files (e.g., photos, invoices).
- Update the alert status.
- Notify alert recipients via email or text.
- Add additional recipients, if needed.
- Click Save.

Changing the Asset Status

From the alert, click the More button.
Select Change Status and choose an appropriate status (e.g., Out of Service).
Click Save to update the asset’s status in the system.

Logging a Repair Event

After the issue is fixed, return to the alert and click More → Log Event.
Select Repair as the event type.
Enter the date completed, notes, and attach any documentation.
Click Log Event.

Returning the Asset to Service

After logging the repair, click More → Change Status again.
Update the asset back to In Service and click Save.

Closing the Alert

Click Add Comment or Edit on the alert.
Add a comment such as "Issue resolved."
Optionally notify recipients again.
Click Save to close and archive the alert.

Once archived, alerts are removed from the home screen but remain fully searchable. The entire history—alerts, comments, events, and status changes—will always remain attached to the asset from purchase to retirement.

For help managing asset alerts, reach out to help@pstrax.com.