Summary
In short
- An asset transfer record is a record used in KnowMaintain that records an asset moving between locations, departments or sites. It is built against ISO 55001 cl.8.1 and forms part of the Planned Maintenance programme.
- Completed at the move. Approved by both area owners.
- The template holds 41 fields across 4 sections.
- ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
- It connects to the rest of the library: links Asset, Site.
What it is
What it is
What is an asset transfer record?
An asset transfer record is a record used in KnowMaintain that records an asset moving between locations, departments or sites. It is built against ISO 55001 cl.8.1 and forms part of the Planned Maintenance programme.
When is an asset transfer record completed?
An asset transfer record is completed at the moment the event happens, rather than reconstructed afterwards. Completed at the move.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form XFER-2026-000
- You are running the Planned Maintenance programme and this is one of its steps
- A linked record needs this one to exist: links asset, site
Not for
- Asset Commissioning Record, which records that a new asset was installed, tested and handed over correctly.
- Asset Criticality Assessment, which rates how important an asset is, based on safety, production, quality and cost consequences of failure.
- Asset Disposal Record, which records an asset being taken out of service and disposed of.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 55001Asset management systems
The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the asset transfer record template based on?+
It is built against ISO 55001 cl.8.1. ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the asset transfer record contain?+
There are 4 sections: header, from and to, condition and preparation, records to update. Together they hold 41 fields, 32 of which are required.
How often is an asset transfer record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form XFER-2026-000, so it can be traced and referenced from other records.
Which programme does the asset transfer record belong to?+
It is part of Planned Maintenance. Planned work completed on time, with backlog age visible rather than aggregated away.
Can the asset transfer record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the asset transfer record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Sources
Sources
- ISO 55001 — Asset management systems
- ISO — International Organization for Standardization