Revolutionize the way you monitor changes in equipment with the cutting-edge Equipment History.
1. WHAT IS EQUIPMENT HISTORY AND WHY IT HELPS
1.1. About Equipment History
- Introduced in Summer 2 Release 2023, Equipment History is a game-changing feature in Onix Work’s Equipment module.
- It provides a comprehensive view of all changes related to your equipment with detailed record of alterations made to equipment details, maps, job intervals, properties, projects and the Tool Store.
1.2. Why it helps
- Equip yourself with the ability to view change history linked to your equipment.
- Effortlessly identify changes, the individuals responsible, and the timing of those changes.
- Enhance your workflow by keeping tabs on additions, edits, and deletions in various sections.
2. OPEN AND NAVIGATE THE EQUIPMENT HISTORY
2.1. Open Equipment History
- In the Equipment module, open an equipment —> Scroll down to the Created/Modified section —> View full equipment history.
- In Equipment History panel:
- Expand or collapse sections for a clear view of changes.
- View the left column to learn:
- Who made changes: name, company and actions made.
- What were changed: Each action type has a specific icon to help you skim quickly, e.g. Create/Add, Edit, Delete, etc.
- When changes happened: Date and time of actions made by users
- Click on a change to view its details and learn:
- Source of change: The Onix app in which the equipment detail was changed.
- Section: Where the change happened.
- Field: The specific display field that was changed.
- From: The original value.
- To: The new value.
2.2. Search, sort, and filter changes
- Search: Type in the search box to find a user, an action, a field or a value —> Hit Enter.
- Sort: Choose between Latest to oldest or Oldest to latest orders.
- Filter: Fill in suitable criteria —> Hit Apply.
- Modified by
- Source of change
- Section
- Fields
- Modified date
