# ◾ How to Manage Asset Maintenance The **Inventory** module provides you with tools to **manage the** [**maintenance**](/doc/asset-repair-and-maintenance-LHbqzQ4Gct) of your assets: * Set up a **maintenance period** to monitor when an asset needs to be maintained. * **Check out** an asset for maintenance. :::warning Only assets that are currently in stock (quantity is 1/1, status is **Ready**) can be set for maintenance. ::: :::tip View a **Training video** about **Asset Maintenance and Repair** [**here**](/doc/inventory-manager-training-videos-eqiDv4PiyB). Learn more about **Asset Repair and Maintenance** [**here**](/doc/asset-repair-and-maintenance-LHbqzQ4Gct). ::: ## Set Up a Maintenance Period 1. Open the asset entry on the [**Catalog**](/doc/catalog-gk6IwlP6Bi) tab. 2. Go to the **Settings** tab. 3. Enter a date for the beginning of the maintenance cycle in the **Maintenance Reference Date**. The **Reference Date** is often the date of purchase or receipt of the asset. 4. Select the maintenance frequency from the **Maintenance Period** drop-down. You can choose *daily, weekly, or monthly* maintenance. 5. Click **Save** at the bottom of the **Edit Properties** window to save your settings. 6. The upcoming date for maintenance (**"Next occurrence"**) will be displayed in the **Maintenance** tab. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d9336c81-e458-4574-96bb-f706a7bd1d5a/138838154.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=7d89484a99c247aa460afbe947bc88243898fce551072390488386a94e1b0937&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) ## Check Out an Asset for Maintenance 1. Open the asset entry on the **Catalog** tab. 2. In the **Edit Properties** popup, select the **Maintenance** tab. You will be presented with a form to fill in maintenance details.  :::warning If you set up a maintenance period, you will see the Next occurrence date at the top of the tab. The ‘**Applied on’** field displays the date current maintenance begins. The date is always today’s date. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d2c0e186-3d2e-49c3-b5e2-e4e2b510d434/66355842.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=0f49881e685a9c268dda077ef55f9b715783adcb63622ee5746522380f29699c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 3. Enter the estimated duration of the maintenance in the **Expected duration** field. 4. You can also add **additional maintenance information**, such as the **maintenance technician's name, maintenance notes**, and the **cost**. :::warning You will not be able to check the asset out for maintenance unless you indicate the expected duration. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/689a65a0-00b7-42ba-9a1e-95f3200a1b12/66355443.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=9bb9cdf8a6e4070044570d737d2c85a936dd1ec922195f8f64991ab1bd489371&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)     ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/caa9b9aa-68e0-4c8a-aa21-86854d938e7f/66355444.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=e65e849359f74b93ebb739ba235706640dd30a9a116a062378ae4fd401dc8781&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 5. Click on the **Set Maintenance** button. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/ebf9c2ea-96f0-4664-b4db-5457a18bf94c/66355445.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=ed46136e38a03d4bc84dab24d9a95210d0acc6f3cbe506db12175b3beb9c3193&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) * The status of the asset will change to **Under Maintenance.** * The asset **Quantity** will change to 0/1, indicating that the Asset has been checked out for Maintenance and is unavailable for use during the Maintenance period. * The maintenance record, with the expected return date, will be added to the **Maintenance Log** at the bottom of the window for future reference. 6. Click **Save** to return to the Catalog. A **wrench icon** is now displayed next to the Asset entry, indicating that the Asset is **Under Maintenance and the Quantity is 0**: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/1ba4b6fa-55b2-428e-8303-4d069a0a59f4/66355447.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=09ab8cf560a28fe5d0268c17df34b6142ad29518e62b3c37c8fe856515e30654&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::warning **No** [**Transaction**](/doc/transactions-8oqvFYXUib) can be performed with the asset **during maintenance.** ::: ## Check an Asset in After Maintenance Has Been Completed Assets must be checked in after maintenance to make them available for use. 1. To check the asset back in, open the asset entry on the **Catalog** tab. 2. On the **Maintenance** tab, click the **Set Ready** button. 1. **The status** of the Asset (in the upper right corner) will change to **Ready.** 2. The asset **Quantity** will change to 1/1, indicating that the asset is now available for use. 3. The record in the **Maintenance Log** updates to display the maintenance end date. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/bd590edc-03c3-45ef-9cdd-7b234850347b/66355446.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=24f5e703f0321e62866673092caff5ddb8b9fb482c9633a682a44f7cfbd153df&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 3. To update other information in the maintenance record, click it to select it. The current information will be displayed in the work area. 4. Update with additional information as needed. 5. When you are done, click Save at the bottom of the Edit Properties window. 6. In the Catalog, the wrench is no longer displayed; **the quantity returns to 1,** and the Status to **Ready,** indicating that the asset is ready for use. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/5a6a1859-4efd-4962-aed8-350455304009/66355908.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=ad08a4c60450e79e397c3f129a5cef42e722a768b75e75ff4421a2d383ad49e7&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info Learn about [How to Manage Asset Repair](/doc/ff070bc2-d5d8-4e9c-8658-2bc43ebb422d). ::: :::tip Learn more about the [Inventory Manager](/doc/1a8dab78-3c74-4874-a05b-90628900eb57) on our [Inventory - How to](/doc/inventory-how-to-0RqhoAqgtJ) pages, and watch the [Inventory Manager Training Videos](/doc/inventory-manager-training-videos-eqiDv4PiyB). ::: --- **Documents** - [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB) - [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY) - [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt) - [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT) - [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV) - [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg) - [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0) - [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ) - [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC) - [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9) - [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC) - [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS) - [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)