Overview
EZYiD tracks the mobilisation of physical assets from suppliers of new products, or from the warehouse/yard/depot, to project or customer sites, via the Material Order and Acceptance page. This guide covers the Compliance Status model, which assets are eligible to be added to a Material Order, which of those can actually change status on acceptance, and what dates are captured.Asset Compliance Status Model
Every asset carries a Compliance Status. This guide covers five statuses:Compliance Pathways
Prior to Shipping
The Material Order now includes a “Inspect before ship” function that requires all assets in the manifest to be inspected prior to shipping. When the Inspection before ship checkbox is enabled, it is mandatory that all assets are inspected before the Ship button is enabled. This offers the maximum number of in-service and compliant days on site.
On-Acceptance
Onboarded assets are new asset records that exist in EZYiD but have not yet been brought into service. There are two ways an asset status can be updated on Acceptance.Inspected and shelved (Ready to Go) - The asset is inspected and set to an Available status, signalling their Operational Readiness.
Supplier drop-ship - The asset record is created by a supplier, remaining in a Onboarded status and sent to the customer in a Material Order, ready to be brought into service by the customer on Acceptance of the Material Order.
Material Order Acceptance Page — Workflow
Adding Assets to a Material Order
A Material Order captures a request to supply one or more assets to a site — whether an internal materials/equipment issue or an external hire agreement. Assets currently in Onboarded, Available, Quarantine, or In-Service status can be added as line items.Line-item locking: once an asset is added to a Material Order, it is restricted from being added to any other Material Order. This applies from the point the asset is added as a line item, regardless of status, and regardless of whether the order has yet been accepted.
Changing Status on Acceptance
When the Material Order is accepted, only line items that were Onboarded or Available at the time of adding are eligible for a status change — to In-Service or On-Hire — as part of the acceptance action. This is a per-asset choice: a single order could move some eligible assets to In-Service and others to On-Hire in the same acceptance. Quarantine and In-Service assets can still be included as line items on the same order (e.g., for logistics, transport, or bundling purposes), but the acceptance action does not change their Compliance Status — they retain whatever status they had before the order was accepted.Capturing the Mobilisation or Acceptance Date
The moment of acceptance is the trigger point for recording the delivery date of the consignment. It can also be used as the start of Hire if supplied under a contract. The acceptance page allows you to back-date the acceptance date in case the consignment was not accepted on the date of receipt.- Accepted Date — captured when an asset’s change from in-transit to On-Hire or in-service. This becomes the reference point for on-hire duration, utilisation reporting, and hire billing. User can update or back-date the date of acceptance, if required.
Recording the Accepted by Name and Signature
The delivery acceptance page allows the receiver to acknowledge receipt by recording their name and signature as proof of delivery/receipt on site. The Acceptor’s name and signature are recorded in the consignment manifest report.