When you'll be on this page
You'll land on the Asset detail page whenever you click into a piece of kit from the list. It's the place to:
- Check the current status, condition, and where the kit is
- Run the actions you do most often — checkout, check-in, audit, edit
- Look back over the audit history and the photos
- Print a label or grab the QR code
- See which Work Packages the kit is allocated to
This page is a quick tour of what's where, so you can find what you need without hunting.
The two halves
The page is split into two parts:
- The sidebar on the right holds the at-a-glance information — classification, current assignment, dates, audit schedule, and the QR code
- The main area on the left is organised into tabs with the detail fields, the photos, and the Work Package allocations
You'll spend time on both, but the sidebar is what you'll glance at first when you open an Asset.
What's in the sidebar
Classification
The top of the sidebar shows three quick facts:
- Category — including the parent and subcategory if you've used both
- Model — if a model has been recorded
- Status — a coloured badge showing the current status label
Current assignment
Below classification, the sidebar tells you who or what currently has the Asset:
- A project link — if it's allocated to a project, with a click-through to that project
- An employee name — if it's checked out to a person
- "Not currently assigned" — if it's sitting in stock
This updates automatically as the kit moves through checkouts, check-ins, and Work Package allocations.
Dates
A list of the key dates for the Asset:
- Created — when the record was added
- Updated — the most recent edit
- Last Checkout — when it was last handed out
- Expected Checkin — the planned return date, if one was set
- Next Audit — when the next inspection is due
- Last Audit — when the most recent audit was done
Audit schedule
A small card showing the audit setup for this Asset:
- Interval — how often it should be audited (in days)
- Reminder — how many days before the next audit it starts showing on the Pending Audits banner
- Next audit date — calculated from the last audit and the interval
- A Configure button that lets you override the schedule for this specific Asset
See Audits for the configure flow.
QR code
The sidebar shows a QR code for the Asset. Scan it with any phone camera and you'll be taken straight to this page on your phone — no typing in tag numbers, no hunting in the list.
A View Labels button below the QR opens the labels modal so you can print or download a sticker for the kit.
Audit History tab
The sidebar has a second tab labelled Audit History that lists every audit ever done on the Asset, most recent first. Each row shows the date, a coloured condition badge, and a short preview of the notes.
Click the eye icon on any row to open the full record with the signature and any photos. See Audit history for the detail view.
What's in the main area
Details tab
The Details tab is where the long-form information lives. It's organised into a few cards.
Basic Information holds the core fields:
- Name
- Asset Tag
- Serial Number
- Asset Number (if you have a separate internal numbering scheme)
- Description
Purchase Information holds what you captured when you bought the kit:
- Purchase Date
- Purchase Cost
- Supplier (if linked)
- Receipt — a download link if you uploaded a receipt or invoice
Hire Details only appears for hired kit. It shows the hire company, rate, dates, and contract document. See Hired Assets.
Attachments is a grid of every photo and document on the Asset — general photos, condition photos from checkouts and check-ins, and audit evidence. See Attachments and annotation.
Work Packages tab
This tab lists every Work Package and sub-package the Asset is currently allocated to, with the project, the date range, and a Remove button on each row. See Work Package assignments for managing allocations from the Asset side.
Header actions
The top of the page has the buttons you'll use most often:
- Back — return to the Assets list
- Edit — open the Edit Asset form
- Delete — permanently remove the Asset (if you have permission)
- Check Out or Check In — depending on whether the kit is in stock or out
- Audit — open the Audit modal to record an inspection
Real-world examples
- Site manager looking up a drill — click in from the list, see at a glance who's got it and when it's due back
- Asset manager doing a monthly audit — open the Asset, click Audit, fill in the modal, save
- Hire coordinator off-hiring a digger — open the Asset, scan the Hire Details card for the company and the dates, click Edit to update the end date
Next steps
- Audits — for the audit modal you'll open from the Audit button.
- Checkout — for the form opened from Check Out.
- QR codes and labels — for the label modal opened from View Labels.