Service staff with equipment access

Installed base and equipment history

Identify the exact asset and understand its service context.

What to do

Open Installed Base and search by the available serial or model information. Confirm the customer and site as well as the serial number.
Open the asset and review model, manufacturer, current assignment and any recorded source information. Copy identifiers with the provided copy action to preserve leading zeros.
Use the asset sections to review service orders, reports, assignment history and corrections. Follow protected report links only when your role permits access.
When correcting serial number or model, enter the reason and confirm the saved result. Earlier values remain part of the recorded history.
To start new service for this asset, use the available case-creation entry. Confirm customer, site and equipment during the work-order step; do not assume the hint grants permission.
For reusable service tools, use Tools and calibration below the installed base. Search by tool code, description, model or serial number. Use the page controls for older results.
With equipment-edit permission, add or edit a tool with its code, description, model, serial number and recorded calibration due date. Leave an unknown date empty. Give the reason for each change. Deactivate a tool when it should no longer be selected for new report entries.
In Tools and calibration, select Calibration status, Tool activity and Calibration reference date. The due-soon view includes the reference date through the following 30 days. Overdue and missing dates are shown explicitly. This reminder window is not a prescribed calibration interval or certification.
Open Technical configuration on the equipment record. With equipment-edit permission, record the main software, software and firmware versions, operating system, connection type, connected equipment and included accessories. Enter the observation date if known and a reason for the change, then save. Confirm the saved values before leaving.
A model describes the manufacturer and model type. Saving it does not create a device. Your device details remain available when you return.
The new model is saved. Your existing selection was kept. Choose explicitly if you want to use the new model.
Returning in the same open page restores unconfirmed inputs and checks the selected records again. Reloading or closing the page loses these inputs; check saved records before starting another entry. Discarding does not delete anything already saved.

Before you continue

The same serial number can appear in different contexts. Zenithron does not automatically merge assets by serial number.

Assignment history is the record of customer/site changes. Use Older assignments and Newer assignments to traverse earlier records.

A calibration due date is a recorded date, not proof that a tool was calibrated or is fit for use. Follow your company procedures before using equipment. Editing the register does not change tool details already captured in a report.

Configuration history shows the latest 20 saved versions; earlier versions remain stored. Only assigned technicians can read the configuration of their jobs. Do not enter passwords, access keys or patient information. These entries describe an observed configuration, not verified compatibility. They do not change existing reports.

Before changing a customer or site, review the specific access, maintenance and warranty effects. Customer changes revoke all active equipment shares and pause active plans, including older bindings; returning does not reactivate them. Site-only changes retain customer-wide access and plans. Original signed reports and customer history remain unchanged. Assignment is not ownership evidence; warranty and contract transferability requires human review.

Questions and troubleshooting

Is every report for an asset the same job?

No. An asset can have multiple cases, work orders and visits. Check all reference numbers before using a report for approval or billing.

What does Current mean in assignment history?

The assignment has no recorded end in that history. It does not prove warranty or contract coverage.