Equipment

Work from the equipment detail page

Use the equipment detail page to keep one asset record current with files, notes, maintenance history, and checklist work.

5 min read · Updated Mar 18, 2026 · Managers maintaining asset records

Use the equipment detail page after the asset already exists in Equipment Registry.

This is the working page for keeping one asset record useful over time, not just the place where it was first created.

Quick facts

Start here

  • Photos and manuals stay more useful when they live on the asset record instead of in chat or email.
  • Notes are good for short context. Maintenance logs are better for dated service history.
  • Checklist drafts can be generated with AI, but they still need a human review before use.

Step 1: Open the asset and review the overview

Start from the registry, then move into the record

Open Equipment Registry and choose the asset you need.

Use the overview block first to confirm you are working on the right record before you upload files or log service work.

The overview area confirms the asset details, location, status, and service dates before you update the deeper record.
  1. 1 Confirm the asset name, status, and location before you update the record.
  2. 2 Use the overview fields to verify purchase, warranty, and service context before you log work.
  3. 3 The lower sections are where you move into files, notes, and maintenance history after the identity check.

Step 2: Keep the files area useful

Use photos for visual condition and layout context.

Use manuals and attachments for the documents the team will need later.

The files area separates photos from manuals and attachments so the record stays easy to scan during real work.

Step 3: Log service work and maintain checklists

  • Use notes for fast context like part delays or vendor callbacks.
  • Use maintenance logs for dated service events, downtime, cost, and next due dates.
  • Review AI-generated checklist drafts before creating them so weak suggestions do not become policy.
The lower half of the detail page is where you keep the service history and checklist work tied to the asset instead of scattered across the team.