Planned maintenance

What it is

Planned maintenance tasks that repeat on set dates.

Why it matters

Prevents breakdowns by fixing things before they fail.

When to use it

Facilities staff set up routine checks and act when a visit is due.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Facilities to open it.
3. Click Planned maintenance.

What you see

Planned maintenance · click the picture to enlarge

• The list has these columns: Code, Name, Runs, Priority, Next due, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New schedule — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New schedule button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (7 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Planned maintenance · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Code *	text	A short code for this job, unique to it, such as CLEAN-DAILY.
Name *	text	The name of the job. This becomes the ticket's title.
What to check	long text	Describe what needs doing, step by step, so the team knows.
Kind of work	choose
Priority *	choose	Choose how urgent the job is, from low to high.
Assign tickets to	choose
Room	choose	Optional. Pick the room this job is for, or leave it empty.
Other resource	choose
Covered by contract	choose
Runs *	choose	Choose whether the job runs on a calendar or on meter readings.
Every *	number
Unit *	choose	Choose the unit the meter counts in, such as hours or kilometres.
Next due *	date	The date the job is next due.
Days ahead to raise ticket	number
Active	switch	Turn on to create tickets from this job. Turn off to pause it.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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