Maintenance

Purpose

The maintenance is an element marking the work that has to be done on an asset. It can either be a maintenance or a repair. If it is preventive maintenance that needs to be planned at determined frequencies, no need to create a new one, we automatically manage them for you and will send you reminders when applied.

Fields

Title

Your maintenance title should tell what has to be done on the asset. Note that you're limited to 28 characters.

Type

The type of maintenance required. It can either be a preventive, calibration or a repair.

• Preventive: Multiple instances required at a fixed or floating frequency.

• Calibration: Multiple instances required at a fixed or floating frequency.

• Repair: One-off, doesn't require to be planned at determined frequencies.

Asset

You have to assign the maintenance to an asset.

Hours estimated

Estimate the time needed to complete the maintenance or the repair. This time will be used to plan the maintenance. You can change it by editing the maintenance.

Plan every

Selected the units needed, hours, days, weeks, months, years, or cycles(beta) and specify the quantity. For maintenance required every day you would pick the unit days and write 1 in the box.

Next due date

This date specifies the first instance when the maintenance needs to be completed.

Assign to

Select the person that'll do the maintenance. Note that you can select multiple users.

Description

This is where you can describe the maintenance more in detail.

Documents

All documents related to a maintenance will be placed here. You can put bills, instructions, warranties, and other stuff. You can also group them by type to easily find them later.

Work instruction

If you have a work instruction for the technician, upload it here. You can always make a work instruction with our standard templates.

Required parts

The parts needed to complete the task should go right here.