Quick Maintenance

The Maintenance page allows performing Quick Maintenance and Schedule Maintenance on an asset. This screen will enable you to link the asset to a task and then assign the task to a person for performing a quick maintenance activity. Hence, quick maintenance can be performed only on one asset and one task.

The Maintenance activity can be performed only on the Fixed assets. To create a Fixed Asset, refer to Add Fixed Asset.

View Maintenance

New Quick Maintenance

• Schedule
• New Notification

Edit / Perform Quick Maintenance

Delete Maintenance

 

View Maintenance

1. Click on Maintenance > Quick Maintenance.

2. View Maintenance screen will appear. The screen will display the list of tasks, asset tag, assigned user, due date, start date, status, and maintenance type.

3. Use a Show Filter option to view a particular task, asset tag, assigned user, due date, start date, status, or maintenance type. When you click on the Show filter checkbox, a text box will appear under each field where you can type the search text to find the desired detail.

 

New Quick Maintenance

1. Click on Maintenance -> Quick Maintenance -> .

Or

Click on the Maintenances -> Maintenance -> View Maintenance screen -> New button.

2. New Quick Maintenance page will appear.

Asset Information

3. Enter or select the Asset Tag (mandatory).
4. Once the Asset Tag is entered/selected, the following field will get automatically populated - Asset Description, Location, Serial Number, and Owner Name.
5. Schedule maintenance - If you want to link the Asset to schedule maintenance, click on the Schedule Maintenance checkbox before saving. You cannot check the "Schedule a recurring maintenance task" checkbox on the Edit Quick Maintenance screen. 

Asset Fields  

6. Select the Condition of the Asset (mandatory).
7. Enter Notes, if any.

Task Fields

8. Select/Enter the Task Number (mandatory). The Task Description field will be populated automatically based on the Task selected.
9. Select the name of the person to whom the task needs to be assigned in the Assign To field.

• The "Assign To" person will get a notification through the notification tab or e-mail.

10. Enter the Time spent on Day (s): Hours (hrs): Minutes (mins) on the maintenance activity.
11. Enter the total Cost for the maintenance activity.
12. Select the Due date and Time using the calendar and the clock.
13. Click on the Add Notification button to set triggers and configure alerts. Refer to New Notification.
14. Click on the Save button.
15. A message will appear indicating that "Quick Maintenance is created successfully."

 

Edit /Perform Quick Maintenance

1. Click on the Maintenance -> Quick Maintenance -> View Maintenance.

2. Click on the Asset Tag link.
3. The screen will navigate to the Edit/Perform Quick Maintenance page.
4. You can edit Asset Fields, Task Fields (instruction field will be read-only), and Maintenance section. The Asset Information section will be read-only. Make the required changes. You can also update Schedule Maintenance by clicking on the Schedule tab.

Note - You cannot check the "Schedule a recurring maintenance task" checkbox on the Edit Quick Maintenance screen. If it is unchecked, the Schedule tab will be disabled.

5. Click on the Save button.

• There is a drop down button next to the Save button with an option " Close Completed" and "Close Incomplete." Update the maintenance activity by clicking on any of these buttons.

• If the user clicks on the Close Complete button, the status in the Edit/Perform Quick Maintenance page will be Closed -Completed.
• If the user clicks on the Close Incomplete button, the status in the Edit/Perform Quick Maintenance page will be Closed -Incomplete.

Note: In case of a Schedule Quick Maintenance, if the work is completed before the scheduled date/time and when you click on the Close complete button, a pop-up message will appear indicating that "Due date and completion are not the same. Do you want to update the schedule?". Click on the Yes/No button. If you click on the Yes button, the screen will navigate to Edit/Perform Quick Maintenance >Schedule tab where you can update the Recurrence details i.e., you can update the due date and re-occurrence details. If you click on the NO button, then there will not be any change in the due date.

 

Delete Maintenance

1. Click on the Maintenance -> Quick Maintenance -> View Maintenance.

2. Click on the Delete button.

3. A pop-up message will appear asking for confirmation.

4. Click on the Delete button again.
5. A message will appear indicating that "1 maintenance deleted successfully".