Keep the asset history intact when equipment changes hands.
Connect rigs, stores, workshops and third parties around the same equipment identity. Preserve the relationship between the asset, its work records and its supporting documentation.
Keep the asset and the evidence together.
A movement should not create a second version of an asset or separate it from its history. A defined transfer process helps the sending team, receiving team and service provider understand what equipment is involved and which records must accompany it.
A practical working sequence.
Agree the scope, responsibilities and review points with your team. These stages show the process to establish around the equipment and records.
- STEP 01
Sending team · Identify the equipment
Confirm the controlled asset ID, description and current location before the movement.
- STEP 02
Asset owner · Define the work or transfer scope
Record the receiving location or third-party work requirement and relevant supporting information.
- STEP 03
Workshop or third party · Work to the asset identity
Use the agreed equipment reference when producing work records, inspection results and certificates.
- STEP 04
Receiving team · Reconcile the return or receipt
Match the equipment to the expected identity and check the documents supplied.
- STEP 05
Technical reviewer · Resolve discrepancies
Review missing records, changes in equipment details and outstanding work before updating the record.
- STEP 06
Asset owner · Update the operating context
Maintain the location, functional position, status and connected history as equipment re-enters the operation.
What happens when the information is incomplete?
If equipment identifiers differ or documentation is incomplete, retain the discrepancy and assign follow-up. Preserve the existing asset history rather than solving uncertainty by creating a duplicate record.
The resulting record
- A consistent equipment identity across parties
- A defined transfer or work scope
- Linked workshop and inspection evidence
- Updated location and retained lifecycle history
Understand the workflow.
Can the same asset move between rigs and stores?
The register can retain the asset identity while its location and operating relationships change. The transfer process should define who updates and verifies that information.
How are third-party documents kept useful?
Agree the equipment identifiers and work scope before the activity, then match the returned records and certificates to the asset during review.
Walk through your own requirements.
Discuss the equipment, people and evidence involved in your operation. See how the workflow could be configured with Heimdall.
Request a Workflow Demonstration