, home
Customer access Request an enterprise demo
Request an enterprise demo Customer access

Enterprise operations

Enterprise Asset Lifecycle & Maintenance

Maintain a traceable asset record across custody, planned maintenance, repair, return to service, transfer and disposal.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for asset, maintenance and finance directors

Enterprise Asset Lifecycle & Maintenance workspace interface preview; illustrative records and figures.
Enterprise Asset Lifecycle & Maintenance — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Enterprise Asset Lifecycle & Maintenance workspace interface preview; illustrative records and figures.
Enterprise Asset Lifecycle & Maintenance — operational workspaceInterface preview · Illustrative dataView full interface →
Enterprise Asset Lifecycle & Maintenance record interface preview; illustrative records and figures.
Enterprise Asset Lifecycle & Maintenance — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Business unitPeriodAssigned teamReview state

Dashboard measures

  • Active work records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Maintain a traceable asset record across custody, planned maintenance, repair, return to service, transfer and disposal. An asset register alone does not explain who holds equipment, what maintenance is due or why it was returned to service. The system connects operational history and authorised lifecycle decisions, while preserving the evidence needed by maintenance and finance teams.

Operational visibility

  • Asset availability and overdue maintenance
  • Asset availability dashboard
  • Overdue maintenance and open work
  • Maintenance cost / effort by asset
  • Failure and repeat-repair analysis

Operations

Operational overview

Review the work position and priority actions.

Asset register

Coordinate asset register with assigned responsibilities, linked records and review history.

Location and custody

Coordinate location and custody with assigned responsibilities, linked records and review history.

Maintenance planning

Coordinate maintenance planning with assigned responsibilities, linked records and review history.

Work requests

Coordinate work requests with assigned responsibilities, linked records and review history.

Repair work orders

Coordinate repair work orders with assigned responsibilities, linked records and review history.

Completion and inspection evidence

Coordinate completion and inspection evidence with assigned responsibilities, linked records and review history.

Transfer and disposal

Coordinate transfer and disposal with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Register and assign

Register assets, custodians and maintenance obligations.

02

Plan repair work

Schedule work orders and approve repair resources.

03

Review completion

Review completed work and return to service.

04

Control lifecycle changes

Approve transfers or disposal and reconcile financial records.

Governance and control

  • Assets must have unique identity, status and accountable custodian.
  • Preventive work must follow approved intervals or recorded deferral approval.
  • Only qualified roles may release safety- or service-critical work.
  • Parts, labour and evidence must be linked to the relevant work order.
  • Asset status changes require an auditable reason and timestamp.

Accountable roles

Asset manager
Maintenance planner
Technician
Return-to-service approver
Finance reviewer

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

AssetLocationCustodianMaintenance planWork requestWork orderPart / resourceInspection / service record

Systems and interfaces

  • Asset and finance ledgers
  • Maintenance work-order systems
  • Approved parts and resource records

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Asset ledger and work-order interfaces; approved maintenance schedules and accounting policies.

Mobile and tablet access

View asset details, record inspections and capture field evidence on mobile or tablet. Offline operation requires a separately tested implementation.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Summarise maintenance history and suggest issues for planner review. Predictive maintenance would require a separate data and model assessment.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

An asset is assigned to a custodian and reaches a scheduled maintenance date. A technician records an unresolved defect, the reviewer requires rework and the completed evidence is accepted before return to service. A subsequent transfer preserves the previous custody record.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.