What is a Hold Request?
Hold Requests allow you to temporarily lock equipment within Asset Manager to prevent it from being edited, transferred, or modified while a specific activity is taking place.
A hold creates a controlled period during which selected assets are protected until the hold expires or is removed.
Hold Requests are useful for maintaining inventory accuracy and preventing conflicting updates.
When Should You Use Hold Requests?
Hold Requests are commonly used when:
Equipment is undergoing internal review
Assets are awaiting management approval
Equipment is reserved for an upcoming project
Inventory is being audited
Equipment is scheduled for transfer
Documentation or inspections are being completed
Internal operational decisions are pending
Creating a Hold Request
Navigate to:
Operations → Place On Hold
Select:
Create New Hold
Step 1: Enter Hold Information
Complete the following information:
Hold Name
Provide a descriptive name that clearly identifies the purpose of the hold.
Examples:
Q3 Inventory Audit
Equipment Inspection
Transfer to Grande Prairie
Customer Reservation
Hold Dates
Select:
Hold From
Hold Until
These dates define how long the assets will remain on hold.
Reason
Provide the reason for placing the equipment on hold.
Examples include:
Internal audit
Engineering review
Pending approval
Operational planning
Scheduled maintenance
Step 2: Assign the Hold
Each Hold Request can be assigned to a responsible user.
Assign To
Select the team member responsible for managing the hold.
Reviewer (Optional)
Optionally assign a reviewer to approve or oversee the request.
Review Notes
Add any instructions or comments for the reviewer.
Step 3: Attach Supporting Documents
Upload any documents related to the hold.
Examples include:
Inspection reports
Internal approvals
Maintenance records
Engineering documents
Project documentation
Supporting documents remain attached to the Hold Request for future reference.
Step 4: Add Assets
Select Add Assets to choose the equipment you want to place on hold.
Fuelled displays all eligible assets available for selection.
Only assets that are eligible for holds can be added.
Once selected, the assets will appear in the Hold Request.
What Happens When Equipment is Placed on Hold?
Once a Hold Request is submitted:
Equipment cannot be edited
Equipment cannot be transferred
Equipment is protected from conflicting changes
The hold remains active until it expires or is removed
This ensures important operational activities can be completed without accidental modifications.
Tracking Hold Requests
Navigate to:
Operations → Place On Hold
Here you can:
View all Hold Requests
Search existing holds
Filter by status
Review hold dates
View assigned users
Monitor hold history
Each Hold Request includes:
Hold Name
Number of Assets
Hold Start Date
Hold End Date
Current Status
Last Updated Information
Hold Statuses
Active
The hold is currently in effect and the selected assets are protected.
Completed
The hold period has ended successfully and the assets are available for normal use.
Cancelled
The hold was cancelled before completion and the assets are no longer restricted.
Best Practices
Use Clear Hold Names
Use descriptive names so other team members immediately understand the purpose of the hold.
Set Appropriate Hold Dates
Only keep equipment on hold for as long as necessary.
Document the Reason
Adding detailed notes helps other users understand why equipment has been restricted.
Assign Ownership
Every Hold Request should have a designated team member responsible for managing it.
Attach Supporting Documentation
Upload any documentation related to inspections, approvals, or operational activities.
Review Active Holds Regularly
Remove or complete holds promptly once the underlying activity has finished.
Summary
Hold Requests provide a simple way to temporarily restrict equipment from being edited or transferred while important operational activities are underway. By assigning ownership, documenting the reason for the hold, and defining a clear hold period, organizations can protect inventory, reduce conflicts, and maintain accurate asset records throughout the equipment lifecycle.