Query Assets

On the Query page, perform queries to access asset details such as location, warranty data, and account information. Comprehensive asset details help you to provide better service, make informed decisions, and ensure efficient and safe work practices.

Navigate to Assets > Query.

Run query

Perform a one-time query based on an asset number.

1. Go to Assets > Query.

2. In the Main tab, under the Main section, enter an asset number or any other details you want to use for the search.

3. Go to other tabs and enter more details.

4. Click Run query.

   The system returns a list of assets matching the asset number. If one asset is found, that asset's page opens.

5. To view an asset in the list do one of the following:

   • Select Update from the Action menu located to the left of the asset's row.

   • Click an asset number.

Saved queries

Saved queries save time by removing the need to re-enter the same search criteria each time you perform the same search. This is valuable for complex searches involving multiple criteria across tabs and helps prevent errors when reconstructing a search. If you saved queries in Classic TMS, you can access them in Accruent TMS.

1. In the Actions menu on the upper right, select Saved queries.

2. In Saved queries, select one of the following:

   • All: Shows all queries including recent and saved.

   • Recents: Shows a list of queries you used recently. Enter the number of days in Number of days to view your recent queries.

   • Saved: Displays all your saved queries

   • Favorites: Shows a list of queries you added to favorites.

   A list of saved queries displays, based on your selection.

3. On the Actions menu located on the left of a row, select Run query.

   The system returns a list of records matching your criteria. Filter the list to organize the records in a more understandable way.

Favorites

For convenience, add saved queries to your Favorites list. Favorites provides quick access to your frequently used queries, saving you time. Also, remove saved queries from your Favorites list when they no longer serve a purpose.

1. In the Saved queries list, on the left side of a row, select Add as favorites from the Actions menu.

   The query saves to your Favorites list.

2. If the query is already in your favorites list, select Remove as favorite from the Actions menu.

   The query is removed from your Favorites list.

Delete query

Remove a saved query if it no longer serves a purpose or the information it retrieves has become irrelevant. This helps to keep your saved queries list uncluttered. You cannot remove system queries.

• In the Saved queries list, on the left side of a row, select Delete query from the Actions menu.

  The query is removed from the Saved queries list.