View & Edit Asset Information

Overview

The Edit Asset page allows you to view and manage detailed information about an asset. Tabs along the top of the page provide access to data such as cases, service requests, related assets, warranty information, and more.

• Attachments
• Related Assets
• Cases
• Service Requests
• Shared History
• Deferred Operations
• Warranty/Campaign

Attachments

The Attachments tab lets you upload files to an asset’s profile, including images, PDFs, and Word documents (up to 30MB).

To upload an attachment:

1. Click Attach File.
   
2. Drag and drop a file into the File field or click Choose File to select one.
3. Enter a description (e.g., "Invoice").

4. (Optional) Check Internal if you do not want the customer to view the attachment.

   NOTE: If unchecked, the customer will be able to see the attachment.

5. Click Upload.

Uploaded files appear in the Attachments tab. You can open them by clicking the file name. Use the Actions column to change visibility (Internal/Customer) or delete the attachment (requires General Manager permissions).

Related Assets

The Related Assets tab displays assets linked to the current asset, such as a tractor connected to a trailer or reefer unit.

To add a related asset:

1. Click Add a Related Asset.
   
2. Enter the serial number (last 6–8 digits of VIN) or unit number.
3. Click Search.
4. In the results, click Relate next to the desired asset.
   Related assets will appear in the tab. To remove an asset, click Remove under Actions.
   

Cases

The Cases tab shows all cases created for the asset. This tab replaces the previous Case History and In-Progress Cases tabs.

• Open cases are listed in the top section of the tab.
• Closed cases are hidden by default but can be displayed by expanding the section.
  

Each row includes details such as:

• Case #: Click to open the case.
• Asset Info: Year, Make, Model, Engine.
• RO Number
• Created and Last Updated timestamps
• Customer and Service Provider
• Complaint
• Total (only visible for cases within your dealer group)
• State: Shows "Active" if created within 30 days, or "Inactive" otherwise.

Column headings can be clicked to sort. Use Next and Previous buttons to navigate additional cases.

Fleet users:

• You will see read-only entries for cases created outside your dealer group. These cases display in the list but cannot be opened or edited. For more details, use the Shared History tab.

Service Providers:

• You can open and edit cases created at your location or within your dealer group. Cases outside your dealer group appear as read-only entries (no financial details are shown).

Service Requests

The Service Requests tab lists all service requests associated with the asset.

Displayed fields include:

• Service Request #: Click to open.
• Status
• Created timestamp
• Customer
• Complaint
• Customer Requested Appointment Time (if provided)
• Customer Requested Completion Time (if provided)
• Asset details
• Assigned To

Fleet users:

• The list includes only service requests initiated by your fleet for the asset.

Service Providers:

• The list includes service requests directed to your service provider location.

Pending requests are displayed at the top of the list. Use column headers to sort or pagination controls to view additional requests.

Shared History

The Shared History tab shows any cases created for the asset across all service locations (including outside your dealer group).

• Cases created at your location are clickable to open.
• Cases created outside your location are shown in read-only rows. Click the row to view a Shared Event summary with key details.
  NOTE: You cannot open full case records for other dealer groups from this tab.

Deferred Operations

The Deferred Operations tab lists any repairs or operations deferred by the customer.

Displayed fields include:

• Deferred At timestamp
• Description of deferred operation

Deferred operations remain on the list until they are added to a new case, approved by the customer, and completed.

When creating a new case, deferred operations will appear on the Recommended Operations page, allowing you to include them in the new case for customer approval.

Warranty/Campaign

The Warranty/Campaign tab shows active recalls, warranty coverage, and campaigns related to the asset.

It contains three sub-tabs:

1. Campaign/Recalls: Manufacturer campaigns or recalls applicable to the asset.
   
2. Warranty & Extended Coverage: Active warranty and extended coverage plans.
   
3. Service Contracts & Subscriptions: Any service contracts or subscriptions for the asset.
   

Key Differences for Fleets and Service Providers

Important Notes

• Updates made in the past year consolidated the Case History and In-Progress Cases tabs into the new Cases tab.
• Cases from outside your dealer group now appear in the Cases tab as read-only entries, rather than only being accessible from Shared History.
• The View/Edit Asset Information article has been updated to reflect these changes for consistency.