Maintenance Tracking & Scheduling

Overview

The Maintenance Module enables the recording, tracking and reporting of maintenance actions and other procedures used in your business to manage your assets..

The Challenge:

You have assets that require maintenance
You need to track completed maintenance
You need to know what preventative maintenance is coming due
You need to ensure that established procedures or processes have been followed
You need to know which standard was used in a certain procedure.

The Solution:

The Maintenance Module enables the recording, tracking and reporting of maintenance actions and other procedures used in your business to manage your assets..

By enabling the Maintenance module you can:

Create a list of maintenance actions that will be displayed on the handhelds and can then be performed on your assets

In this example the "Make Pack", "Handwheel", "Safety", "Shotblast" etc buttons are custom maintenance actions

Report on any completed maintenance
Maintain an individual asset's maintenance history

When combined with the Dynamic forms module, the Maintenance module can also help you to:

Establish step-by-step processes to follow for a given maintenance action you need to ensure that established procedures or processes have been followed
Record extra information for each kind of maintenance work
Enforce that all information is collected and that values are withing acceptable ranges.

Getting Started:

Track Maintenance Performed

Create customized maintenance actions
Record actions performed on assets
Use Dynamic Forms to collect extra info during maintenance actions
Report on actions performed

Track Maintenance Coming Due

Client Configuration needs to be enable in the section:
Action Schedule Options ==> Is Using Action Schedules Feature = TRUE

Create Asset Families to group your assets for maintenance
- Define Asset Family Collection - This is just a name to identify collections
- Create an Asset Family: Asset Families
  - Enter a name, description and select a Family collection
  - Select if this family require Production lot or not
  - Make sure it is active and Save

Create an Action Schedule for this Asset Family

Make sure Action Schedule are enabled: Go to User Access Control edit action schedules Can add/edit/delete Action Schedules.

- Create a new action schedule entering name, description and all details you need.
- Create action at the bottom to save.

Report on maintenance coming due

Jump to page: Action Schedule: Assets Coming Due

- Select Action schedule
- Sort order
- Check box if you wish to include assets that never received maintenance
- Run the report