Features / Equipment & Asset Management
Equipment & Asset Management at SE.
SE is building a dedicated Equipment + Asset Management surface — equipment registry across 22+ asset types, configurable inspection checklists with critical-item auto-lockout, OSHA 1910.147-compliant lockout-tagout procedures with energy-isolation event tracking, calibration records, parts inventory, fuel logging, operator certification gating, asset-tied hazards, and a fleet KPI dashboard. Four integration anchors are already shipped: the structured walkthrough entity, the document store with tagged uploads, multi-site facility scope, and equipment-failure causation on incidents.
What's shipped today
Four integration anchors already in the platform.
Equipment + Asset Management lands on top of four already-shipped foundations. None of them is equipment-specific by itself; together they're the base the dedicated module builds on.
Structured walkthrough entity
A structured walkthrough record — a supervisor opens an inspection at a site, walks the floor, and child observations (or, for equipment, fitness checkpoints) roll up under the parent. Lifecycle: In Progress → Completed / Cancelled. Auto-stamped start and completion timestamps and user attribution. Site-scoped. The same walkthrough pattern equipment-fitness inspections will use.
See the Behavioural Safety surface →
Document store with tagged uploads
The general document store accepts tagged uploads. Equipment manuals, calibration certificates, lockout-tagout procedures, operator training certificates all slot into the same surface — tagged appropriately, indexed, accessible via the same per-tenant scoping and permissions. When the Equipment module ships, it attaches to documents via the same tag-driven approach.
See the AI Intelligence surface →
Multi-site facility scope
Per-establishment and per-site scoping is in place. Equipment will carry an establishment and site assignment; multi-establishment tenants see per-facility equipment registries; the same access controls that protect incidents and hazards extend to equipment.
Equipment-failure causation on incidents
Incidents already carry equipment-failure as a contributing-factor category. When the Equipment registry ships, incidents that involve equipment failure will link directly to the equipment record, the asset's maintenance history, and the lockout-tagout record at the time of the event.
See the Incident Management surface →
What we're building
The capability surface on the roadmap.
The seven capability areas below are the planned scope of the Equipment + Asset Management module. Each builds on the integration anchors above.
Equipment registry across 22+ asset types
A first-class equipment record per asset, typed across the heavy-asset operational vocabulary — Mobile Equipment (forklifts, powered industrial trucks, reach trucks, pallet jacks, aerial lifts, scissor lifts, boom lifts), Stationary Production (conveyors, presses, CNC, robotics, overhead cranes, hoists), Process Vessels (pressure vessels, reactors, storage tanks, heat exchangers), Plant Utilities (compressors, pumps, generators, boilers), and Inspection Tools (calibration-required gauges and meters). Per-asset serial number, model, manufacturer, in-service date, warranty and service-contract metadata, parent-asset hierarchy. Tenant configuration extends the seeded asset-type list.
Inspection checklists with critical-item auto-lockout
Per-asset-type inspection checklists (pre-shift, daily, weekly, monthly, annual cadences). Each checklist item carries a criticality flag — non-critical fails generate a corrective-action task; critical fails auto-lockout the asset (status flips to Out-of-Service; operator-certification-gated assignment refuses the asset until the corrective action closes). Equipment-fitness checkpoints extend the existing structured walkthrough pattern with criticality and auto-lockout semantics.
OSHA 1910.147-compliant lockout-tagout
Per-asset lockout-tagout procedures under 29 CFR 1910.147 — written energy-control procedure documenting each energy source (electrical, hydraulic, pneumatic, mechanical, thermal, chemical), the isolation method, the verification steps, the lock and tag application sequence, the release-from-LOTO sequence. Energy-isolation event tracking — every authorised application creates an event record with the lockout person, the affected work order, the verification timestamp, and the release confirmation. Annual procedure-audit cadence, group LOTO, and shift-change LOTO transfer protocols.
Maintenance records — calibration, parts, fuel
Per-asset operational maintenance records — calibration records for inspection-tool assets (gauges, meters, test instruments with traceable calibration cycles and due-date tracking), parts inventory and replacement history per asset (serialised wear-part tracking), and fuel logging for fuelled mobile assets (gallons, cost, per-shift consumption, per-operator attribution). Calibration certificates and maintenance log exports as PDFs; service-vendor invoices accepted into the document store tagged to the asset.
Operator certification gating
Per-asset-type required certifications (powered industrial truck operator per 29 CFR 1910.178(l), crane operator per 29 CFR 1926.1427, aerial-lift operator per ANSI A92). Per-operator certification records — issuing authority, certification date, expiration date, refresher cadence. Operator-to-asset assignment refuses uncertified operators; certifications approaching expiry surface in the compliance calendar; expired certifications auto-lockout the affected operator from the asset class.
Asset-tied hazards
Hazards that travel with the asset rather than with a fixed location. When the Equipment registry ships, a hazard can attach to an equipment record — moves with the asset between sites, carries forward through change-of-ownership, survives asset relocation. Particularly relevant to mobile assets (a forklift's hazard profile follows the truck across DCs) and process vessels (a pressure vessel's hazard inheritance and recurring inspection cadence stay with the unit through site transfers).
Fleet dashboard with 18 equipment KPIs
Operational KPI dashboard for fleet and equipment management — mean time between failures, mean time to repair, preventive-maintenance compliance rate, overall equipment effectiveness (availability × performance × quality), cost-per-operating-hour, fleet utilisation, downtime by cause, work-order backlog age, calibration-overdue count, certification-expiry pipeline, asset criticality-weighted risk score, parts-stockout incident rate. Per-establishment and per-asset-class roll-ups; per-region trend lines for multi-site operations. Per-period KPI export for board reporting.
Continue exploring
More on the SE platform.
Jump into any of the other capability areas.
Talk to us about your equipment programme.
A 30-minute conversation against your operational shape — fleet composition, lockout-tagout regime, calibration cadence, inspector visit history, what's load-bearing on your timeline. We'll walk through what's shipped today and the order the rest is landing in.