One of our facility administrators recently asked whether there's a way to share work order history and asset data with outside vendors who are coming in to service an asset.
For example, if we have a problematic RTU with multiple work orders attached to it, our technicians may have already documented troubleshooting steps, replaced parts, and added detailed notes over time. It would be extremely helpful to be able to provide that historical information to a vendor before they arrive or as part of their service request.
Is there currently a way to easily export an asset's work order history, including technician notes, labor details, parts replaced, and other relevant information, into a shareable document or report?
At the moment, the only method I can find is to open the asset timeline, manually review each associated ticket, gather the relevant information, compile it into a document, and then provide that information to the vendor. This could be time-consuming, especially for assets with extensive service histories.
I'm curious if others have found a more efficient solution, or if there's existing functionality within IIQ that I'm overlooking.
