Record a retrofit on equipment

Record work done on a machine, such as a coil clean or a replacement, with the date and what the record rests on, so analysis can tell before from after.

Who it’s for
Facilities teams and contractors’ clients keeping an equipment history.
Role needed
Admin or Manager
Last verified
Against Radr on 28 September 2026

Steps

  1. Step 1: Edit the machine

    In Sites & Assets, open the machine’s system, hover over the machine and choose Edit equipment. Retrofits is at the foot of the panel.

    The Edit Equipment panel for CU-2, with its details and the Retrofits section below.
  2. Step 2: Describe the work

    Under Record a retrofit, choose what was done and the date, link a project if there is one, and describe it. What this rests on says where the record comes from, such as a service report.

    The Record a retrofit form: Coil cleaning on 10 September 2026, a description, and the service report it rests on.
  3. Step 3: Record it

    Choose Record retrofit. It is listed against the machine with its date, and appears in the machine’s details in Site Monitor.

    The Retrofits list for CU-2 showing the coil cleaning and its date.

What you’ll see

  • Analyses of the machine can compare the period before the work with the period after it.

Troubleshooting

Record retrofit is refused.
Say what the record rests on, in a sentence or more.

Last verified against Radr on 28 September 2026. Screenshots show the real product with a simulated estate; every name and reading in them is invented.

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