Overview #
AssetIQ allows authorized users to review scheduled activities for individual assets and other configured resources.
A resource schedule can help you understand:
- Current activities
- Future commitments
- Previous activities
- Periods of unavailability
- Maintenance and inspection requirements
- Potential scheduling conflicts
- Resource location changes
- Available planning periods
You can review schedules from the shared Scheduling calendar or, where available, from an individual asset or resource record.
Important: A calendar gap does not guarantee that a resource is available, operational or suitable. Review its complete asset record before allocating it.
Before you begin #
Before reviewing a schedule, confirm that:
- You are signed in to the correct organization
- You can access Scheduling and the required resource
- You know the resource number or category
- The required date range is understood
- Active filters have been reviewed
- Your role permits access to related activities
Some activities may remain hidden because of your permissions.
View a schedule from the Scheduling calendar #
- Sign in to AssetIQ.
- Open Scheduling, Resource Planning or the corresponding module.
- Select a resource, timeline or calendar view.
- Navigate to the required date range.
- Search for or filter by the resource.
- Review its scheduled activities.
- Open individual entries for additional details.
Confirm that the resource row or column displays the correct unique asset number.
View a schedule from an asset record #
Where AssetIQ provides related scheduling information:
- Open Assets or Asset Management.
- Search for the required asset.
- Open the asset record.
- Confirm the asset number and description.
- Open Schedule, Calendar, Activities, Related Records or the corresponding section.
- Review past, current and future activities.
- Open a related record where more detail is required.
The asset-level schedule may provide a more focused view than the shared calendar.
Search for a resource #
Use a reliable identifier such as:
- Asset number
- Serial number
- Registration number
- Resource number
- QR code
- Another unique identifier
Avoid relying only on generic descriptions such as “forklift” or “generator.”
If the required resource does not appear:
- Clear active filters
- Expand the date range
- Confirm the resource group
- Check its active status
- Confirm your business-unit access
- Verify that it is configured as a schedulable resource
Select the date range #
Choose the period relevant to your planning task.
Examples include:
- Today
- This week
- Next week
- This month
- Next 30 days
- Next quarter
- Custom date range
- Historical period
Use a wider date range when evaluating long-term availability.
An activity may start before the selected range and continue into it. Check for continuation indicators.
Review current activities #
Current activities may include:
- Active rental
- Maintenance in progress
- Work order
- Inspection
- Audit
- Transport
- Preparation
- Planned unavailability
- Another configured activity
Confirm:
- Activity reference
- Current status
- Start and end dates
- Location
- Responsible user
- Whether the resource is operational
- Expected completion or return
Do not assume that a current activity will finish on time solely because it has a planned end date.
Review future commitments #
When evaluating future availability, review:
- Confirmed activities
- Scheduled activities
- Provisional or draft reservations
- Planned maintenance
- Inspections
- Certification renewal
- Resource unavailability
- Transport and preparation
- Components and accessories
- Activities immediately before and after the proposed period
A provisional activity may still represent a genuine operational requirement.
Review previous activities #
Historical schedules may help you understand:
- Previous rentals
- Maintenance history
- Inspection history
- Common locations
- Repeated delays
- Recurring unavailability
- Asset utilization
- Turnaround time
- Previous scheduling conflicts
Open the underlying records when detailed history is required.
Historical calendar information should not be edited merely to simplify the display.
Understand schedule entry information #
A schedule entry may display:
- Activity title
- Reference
- Resource
- Activity type
- Status
- Start date
- End date
- Location
- Responsible person
- Priority
- Warning or conflict indicator
Open the entry to confirm whether its dates are:
- Planned
- Revised
- Actual
- Estimated
Review planned versus actual dates #
A resource history may contain:
| Date | Meaning |
|---|---|
| Planned start | Expected beginning |
| Actual start | When activity physically began |
| Planned end | Original expected completion |
| Revised end | Updated expected completion |
| Actual completion | When work or use actually ended |
These values support delay and planning analysis.
Do not replace planned dates with actual dates when separate fields are available.
Compare several resources #
Use a resource or timeline view to compare multiple assets.
This can help you:
- Find possible alternatives
- Compare future commitments
- Identify heavily used resources
- Review maintenance windows
- Coordinate a group of assets
- Find periods when several resources are available together
Before comparing resources, confirm that they are technically suitable for the same requirement.
Compare resources by category #
Filter or group resources by:
- Asset category
- Equipment type
- Capacity
- Location
- Business unit
- Another configured attribute
For example, you may compare all mobile cranes at one location.
Do not assume that every resource in a category has the same capacity, configuration or certification.
Review components and accessories #
If the required work needs supporting equipment, review the schedules of:
- Attachments
- Lifting gear
- Batteries
- Chargers
- Cables
- Remote controls
- Safety equipment
- Other separately controlled components
The main asset may be free while an essential component is unavailable.
Review resource location #
The schedule may show activities at different locations.
Confirm:
- Current physical location
- Previous activity location
- Proposed activity location
- Next activity location
- Transport time
- Loading requirements
- Site access
A resource may have a calendar gap but insufficient time to move between sites.
Review turnaround time #
Allow enough time after an activity for:
- Return
- Transport
- Unloading
- Cleaning
- Inspection
- Maintenance
- Repair
- Refueling or charging
- Reconfiguration
- Loading and delivery
Do not treat adjacent activities as automatically compatible.
Review unavailability periods #
Unavailability may be represented by:
- Calendar block
- Status indicator
- Maintenance record
- Inspection restriction
- Work order
- Another configured record
Open the entry and confirm:
- Reason
- Start date
- Expected end date
- Responsible user
- Linked work
- Return-to-service requirement
See Manage Resource Availability and Unavailability.
Review conflicts and warnings #
A schedule may show:
- Direct overlap
- Resource warning
- Maintenance conflict
- Location conflict
- Unavailability
- Another configured alert
For every warning:
- Open the activity.
- Confirm the resource.
- Review exact dates.
- Check status.
- Review location.
- Check the originating records.
- Determine whether action is required.
See Identify and Resolve Scheduling Conflicts.
Use filters carefully #
Filters can help focus the schedule but may also hide commitments.
Before confirming availability:
- Clear the activity-type filter
- Include relevant statuses
- Check the complete date range
- Review all locations where appropriate
- Remove search terms
- Confirm the organization and business unit
A resource with no displayed rentals may still have maintenance or unavailability.
Open the underlying activity #
To view detailed information:
- Select the calendar entry.
- Review its summary.
- Confirm the activity type.
- Select View Details, Open Record or the corresponding action.
- Review the source record in its module.
Use the underlying record to confirm:
- Current status
- Dates
- Resource commitment
- Operational restrictions
- Responsible users
- Related activities
Assess availability for a proposed period #
Before deciding that a resource is available:
- Confirm the proposed start and end dates.
- Review the full resource schedule.
- Include preparation and transport time.
- Check current activities.
- Review future commitments.
- Check maintenance and inspections.
- Review operational status.
- Confirm location.
- Check components.
- Investigate warnings.
Availability should be considered together with suitability and readiness.
Identify possible alternative resources #
If the preferred resource is unavailable:
- Search for resources with matching capability.
- Compare their schedules.
- Confirm their operational condition.
- Review locations.
- Check inspections and certifications.
- Confirm required components.
- Select the most appropriate available option.
Do not select an alternative solely because its calendar has fewer activities.
Refresh the schedule #
Refresh the calendar after:
- Rental extension
- Asset return
- Maintenance completion
- Inspection result
- Resource substitution
- Activity cancellation
- Unavailability update
- Date change
Confirm that the latest information appears before making a planning decision.
Common issues #
The asset-level schedule is unavailable #
Your AssetIQ version may provide schedule information only through the shared calendar, or your role may lack permission.
An expected activity is missing #
Check filters, dates, activity status, resource assignment and the underlying record.
The resource looks free but cannot be scheduled #
Review operational status, maintenance, inspection, location and hidden activity types.
The resource appears in two places at once #
Open both records and determine whether there is a scheduling conflict, duplicate record or historical data issue.
Historical activities are missing #
Expand the date range and include completed or cancelled statuses.
The schedule differs from the asset status #
Schedule and operational status represent different information. Review the asset record and related work.
An entry appears under the wrong resource #
Confirm the underlying activity assignment and correct it through the authorised process.
Recommended practices #
When reviewing resource schedules:
- Use unique asset numbers
- Confirm the date range
- Clear restrictive filters
- Review current and future activities
- Include provisional commitments
- Open underlying records
- Compare planned and actual dates
- Check location and transport
- Allow turnaround time
- Review components and accessories
- Check unavailability
- Investigate warnings
- Confirm operational readiness
- Refresh after schedule updates
- Do not treat calendar gaps as guaranteed availability
Next steps #
After reviewing the schedule:
- Schedule Assets and Resources
- Reschedule or Update an Activity
- Identify and Resolve Scheduling Conflicts
- Manage Resource Availability and Unavailability
For related guidance, see:
