How to Archive an Asset in UpKeep
UpKeep is a powerful computerized maintenance management system (CMMS) that helps organizations streamline their maintenance operations. One of the essential features of UpKeep is the ability to archive assets. Archiving an asset means removing it from the active list of assets while still keeping its maintenance history and data. This article provides a step-by-step guide on how to archive an asset in UpKeep.
Instructional: Step-by-Step Guide
Follow these steps to archive an asset in UpKeep:
- Log in to your UpKeep account and navigate to the "Assets" tab.
- Select the asset you want to archive from the list of active assets.
- Click the ... button near the top right of the asset details page
- Select Archive from the list
As an additional step, you may want to filter Archived assets from the asset list. To do this, go to All Filters > Archived > Unarchived.
Congratulations! You have successfully archived an asset in UpKeep. The asset will no longer appear in the active list of assets, but you can still access its maintenance history and data by clicking on the "Archived Assets" tab.
Informational: Benefits of Archiving Assets
Archiving assets in UpKeep has several benefits, including:
- Reducing clutter: Archiving assets that are no longer in use helps to declutter your active asset list, making it easier to find and manage active assets.
- Accurate reporting: Archiving assets ensures that your reports are accurate by removing inactive assets from the data set.
- Historical reference: Archiving assets preserves their maintenance history and data, allowing you to reference them in the future if needed.
Troubleshooting: Issues with Archiving Assets
If you encounter any issues while archiving assets in UpKeep, try the following troubleshooting steps:
- Ensure that you have the necessary permissions to archive assets. If you do not have the required permissions, contact your UpKeep administrator.
- Check that the asset you are trying to archive is not associated with any open work orders or scheduled maintenance tasks. You cannot archive an asset that is currently in use.
- If you are still unable to archive an asset, contact UpKeep support for assistance.
In conclusion, archiving assets in UpKeep is a simple process that can help you manage your maintenance operations more efficiently. By following the step-by-step guide provided in this article, you can easily archive assets and enjoy the benefits of a clutter-free asset list, accurate reporting, and historical reference.